Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,370,146
+$10,111,302 QoQ
Shares Held
43,254
+4690.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 439 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Derivatives in ERIE
reported options exposure · as of Sep 30, 2025CallValue
$4,136,080
CallShares
13,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Balyasny Asset Management L.P. holds $171,919,650 across 12 Insurance Brokers names. ERIE ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
198,061 | $65,694,853 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
267,170 | $61,334,216 | |
| 3 | NP |
Neptune Insurance Holdings Inc.
|
631,956 | $19,906,614 | |
| 4 | ERIE |
Erie Indemnity Co
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|
43,254 | $10,370,146 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
153,172 | $4,071,311 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20,849 | $3,474,902 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,256 | $1,896,500 | |
| 8 | BRO |
Brown & Brown, Inc.
|
26,667 | $1,710,688 |
All Filings in ERIE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,370,146 | 43,254 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $258,844 | 903 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,136,080 | 13,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $11,518,346 | 36,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,029,619 | 2,969 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,671,276 | 15,920 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,506,638 | 15,784 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,406,517 | 4,458 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $10,433,427 | 31,152 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,264,178 | 4,303 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,123,336 | 19,634 | Shares | Other | 2023-08-14 | |
| 2022-12-31 | $2,031,793 | 8,169 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,149,342 | 5,170 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,537,520 | 8,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,113,031 | 11,997 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $784,511 | 4,072 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $276,551 | 1,550 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $1,089,527 | 5,635 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,981,783 | 8,971 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $980,189 | 3,991 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,402,567 | 6,670 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $236,804 | 1,234 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $621,273 | 4,191 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||