Position in ERIE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$719,250
-$34,680 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#199
of 439 holders
Holding Since
Jun 2022
17 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 UNITED BANK & TRUST holds $799,836 across 3 Insurance Brokers names. ERIE ranks #1 (89.9% of the industry book) .
All Filings in ERIE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,250 | 3,000 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $753,930 | 3,000 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $859,950 | 3,000 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $3,181,600 | 10,000 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,467,900 | 10,000 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $4,190,500 | 10,000 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $4,122,300 | 10,000 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $5,398,200 | 10,000 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $3,624,000 | 10,000 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,015,700 | 10,000 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,349,200 | 10,000 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $2,937,900 | 10,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,100,100 | 10,000 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,316,600 | 10,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,487,200 | 10,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,223,100 | 10,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,921,900 | 10,000 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||