FIRST TRUST ADVISORS LP

Position in ERIE — Erie Indemnity Co

CIK 1125816 Wheaton, IL

Position in ERIE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,830,793

+$318,428 QoQ

Shares Held

7,285

+38.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $325,097,178 across 7 Insurance Brokers names. ERIE ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	1,332,401	$231,104,953
2	WTW	Willis Towers Watson PLC	154,214	$44,830,009
3	AJG	Arthur J. Gallagher & Co.	170,126	$36,845,889
4	AON	Aon plc	27,672	$8,931,968
5	ERIE	Erie Indemnity Co This page	7,285	$1,830,793
6	CRVL	Corvel Corp	15,345	$838,604
7	BRO	Brown & Brown, Inc.	10,964	$714,962

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,830,793	7,285	+38.1%	Shares	Sole	2026-05-13
2025-12-31	$1,512,365	5,276	+86.2%	Shares	Sole	2026-02-13
2025-09-30	$901,665	2,834	-80.4%	Shares	Sole	2025-11-12
2025-06-30	$5,009,034	14,444	-26.4%	Shares	Sole	2025-08-13
2025-03-31	$8,223,018	19,623	-48.4%	Shares	Sole	2025-05-14
2024-12-31	$15,681,229	38,040	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$20,651,893	38,257	-76.6%	Shares	Sole	2024-11-13
2024-06-30	$59,372,716	163,832	+826.3%	Shares	Sole	2024-08-13
2024-03-31	$7,102,568	17,687	-91.9%	Shares	Sole	2024-05-13
2023-12-31	$73,126,097	218,339	-8.9%	Shares	Sole	2024-02-13
2023-09-30	$70,378,863	239,555	-28.2%	Shares	Sole	2023-11-13
2023-06-30	$70,064,796	333,626	-6.9%	Shares	Sole	2023-08-14
2023-03-31	$82,982,233	358,207	+347.7%	Shares	Sole	2023-05-15
2022-12-31	$19,899,341	80,007	-75.1%	Shares	Sole	2023-02-09
2022-09-30	$71,547,583	321,837	-6.6%	Shares	Sole	2022-11-14
2022-06-30	$66,219,064	344,550	-2.0%	Shares	Sole	2022-08-12
2022-03-31	$61,900,007	351,445	+6.2%	Shares	Sole	2022-05-13
2021-12-31	$63,740,983	330,847	+2.2%	Shares	Sole	2022-02-08
2021-09-30	$57,739,209	323,614	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$60,288,076	311,808	+12.6%	Shares	Sole	2021-10-12
2021-03-31	$61,154,736	276,831	+16.6%	Shares	Sole	2021-05-14
2020-12-31	$58,310,597	237,421	+2175.7%	Shares	Sole	2021-02-02
2020-09-30	$2,193,851	10,433	-96.0%	Shares	Sole	2020-11-05
2020-06-30	$50,211,018	261,652	+2468.7%	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.