Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$216,634,999
-$15,670,746 QoQ
Shares Held
862,023
+6.4% QoQ
Ownership
1.87%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $7,013,067,880 across 17 Insurance Brokers names. ERIE ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
13,404,172 | $2,324,953,632 | |
| 2 | AON |
Aon plc
|
5,244,309 | $1,692,758,058 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,243,640 | $1,352,247,550 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,589,972 | $752,904,860 | |
| 5 | BRO |
Brown & Brown, Inc.
|
8,138,153 | $530,688,956 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
862,023 | $216,634,999 | |
| 7 | CRVL |
Corvel Corp
|
937,552 | $51,237,216 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,151,033 | $47,193,663 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,634,999 | 862,023 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $232,305,745 | 810,416 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $254,387,054 | 799,557 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $260,420,909 | 750,947 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $319,805,969 | 763,169 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $308,710,801 | 748,880 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $392,539,828 | 727,168 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $181,024,960 | 499,517 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $188,747,537 | 470,024 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $140,146,604 | 418,448 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $115,957,444 | 394,695 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $79,147,098 | 376,873 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $109,188,539 | 471,331 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $117,943,024 | 474,200 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $114,769,538 | 516,259 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $97,679,222 | 508,243 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $81,810,623 | 464,490 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $85,782,057 | 445,251 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $77,678,715 | 435,370 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $82,221,314 | 425,246 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $93,393,016 | 422,765 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $96,989,650 | 394,909 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $77,570,399 | 368,891 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $63,394,165 | 330,350 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,123,851 | 277,414 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||