Position in ERIE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,054,643
-$476,363 QoQ
Shares Held
29,425
-1.8% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 440 holders
Holding Since
Jun 2020
25 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,069,553,143 across 9 Insurance Brokers names. ERIE ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
15,721,830 | $1,008,555,393 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,494,796 | $802,300,315 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
604,724 | $100,789,348 | |
| 4 | AON |
Aon plc
|
260,063 | $86,260,294 | |
| 5 | WTW |
Willis Towers Watson PLC
|
114,472 | $29,919,546 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
332,675 | $12,561,806 | |
| 7 | CRVL |
Corvel Corp
|
181,994 | $11,378,264 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
221,310 | $10,733,534 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,054,643 | 29,425 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,531,006 | 29,967 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $8,508,631 | 29,683 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $9,115,920 | 28,652 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $10,752,223 | 31,005 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,517,295 | 32,257 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $14,035,194 | 34,047 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $18,546,055 | 34,356 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $32,068,776 | 88,490 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $39,814,862 | 99,148 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $32,594,079 | 97,319 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $28,623,665 | 97,429 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,534,963 | 7,309 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $2,237,603 | 9,659 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,473,271 | 9,944 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $2,182,416 | 9,817 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $728,207 | 3,789 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $443,847 | 2,520 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $474,328 | 2,462 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $439,626 | 2,464 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $486,468 | 2,516 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $522,010 | 2,363 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $590,913 | 2,406 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $548,620 | 2,609 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $582,416 | 3,035 | Shares | Defined | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||