Position in ERIE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$539,437
-$1,291,356 QoQ
Shares Held
2,250
-69.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 439 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $393,769,448 across 9 Insurance Brokers names. ERIE ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,319,512 | $219,923,064 | |
| 2 | BRO |
Brown & Brown, Inc.
|
756,859 | $48,552,504 | |
| 3 | AON |
Aon plc
|
131,003 | $43,452,385 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
171,579 | $39,389,391 | |
| 5 | WTW |
Willis Towers Watson PLC
|
147,759 | $38,619,769 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
62,929 | $1,672,652 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
30,622 | $1,156,286 | |
| 8 | ERIE |
Erie Indemnity Co
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|
2,250 | $539,437 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,437 | 2,250 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,830,793 | 7,285 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,512,365 | 5,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $901,665 | 2,834 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,009,034 | 14,444 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,223,018 | 19,623 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,681,229 | 38,040 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,651,893 | 38,257 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,372,716 | 163,832 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,102,568 | 17,687 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $73,126,097 | 218,339 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $70,378,863 | 239,555 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $70,064,796 | 333,626 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $82,982,233 | 358,207 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,899,341 | 80,007 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $71,547,583 | 321,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66,219,064 | 344,550 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $61,900,007 | 351,445 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $63,740,983 | 330,847 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $57,739,209 | 323,614 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $60,288,076 | 311,808 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $61,154,736 | 276,831 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $58,310,597 | 237,421 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,193,851 | 10,433 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $50,211,018 | 261,652 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,509,972 | 10,186 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||