Position in ERIE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,259,490
-$376,951 QoQ
Shares Held
12,970
+2.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
12 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 Mar 31, 2026AVIVA PLC holds $258,571,118 across 7 Insurance Brokers names. ERIE ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
310,335 | $100,169,931 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
393,705 | $68,288,132 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
211,415 | $45,788,260 | |
| 4 | WTW |
Willis Towers Watson PLC
|
84,173 | $24,469,091 | |
| 5 | BRO |
Brown & Brown, Inc.
|
247,213 | $16,120,759 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
12,970 | $3,259,490 | |
| 7 | CRVL |
Corvel Corp
|
8,700 | $475,455 |
All Filings in ERIE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,259,490 | 12,970 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,636,441 | 12,686 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,822,056 | 12,013 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,214,538 | 12,153 | Shares | Defined | 2025-08-07 | |
| 2023-06-30 | $1,344,064 | 6,400 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,446,253 | 6,243 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $922,999 | 3,711 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,630,866 | 7,336 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,257,655 | 11,747 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $2,193,875 | 12,456 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,379,736 | 12,352 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,699,450 | 9,525 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||