Position in ERIE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$487,651
+$265,246 QoQ
Shares Held
2,034
+393.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 439 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $5,309,067 across 7 Insurance Brokers names. ERIE ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,867 | $1,477,862 | |
| 2 | BRO |
Brown & Brown, Inc.
|
14,849 | $952,562 | |
| 3 | AON |
Aon plc
|
2,796 | $927,404 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,367 | $772,962 | |
| 5 | ERIE |
Erie Indemnity Co
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|
2,034 | $487,651 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
9,200 | $347,392 | |
| 7 | CRVL |
Corvel Corp
|
5,490 | $343,234 |
All Filings in ERIE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,651 | 2,034 | Shares | Other | 2026-07-23 | |
| 2024-09-30 | $222,405 | 412 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||