Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,858,361
+$905,580 QoQ
Shares Held
15,353
+49.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 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 Mar 31, 2026GUGGENHEIM CAPITAL LLC holds $26,691,809 across 7 Insurance Brokers names. ERIE ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
57,335 | $9,944,754 | |
| 2 | AON |
Aon plc
|
20,069 | $6,477,871 | |
| 3 | BRO |
Brown & Brown, Inc.
|
67,927 | $4,429,519 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
15,353 | $3,858,361 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
3,591 | $777,738 | |
| 6 | SLQT |
SelectQuote, Inc.
|
1,201,210 | $756,761 | |
| 7 | WTW |
Willis Towers Watson PLC
|
1,537 | $446,805 |
All Filings in ERIE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,858,361 | 15,353 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,952,781 | 10,301 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,568,186 | 8,072 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,617,774 | 4,665 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $730,403 | 1,743 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $855,788 | 2,076 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $341,705 | 633 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $362,762 | 1,001 | Shares | Defined | 2024-08-14 | |
| 2023-09-30 | $559,082 | 1,903 | Shares | Defined | 2023-11-14 | |
| 2022-09-30 | $533,544 | 2,400 | Shares | Defined | 2022-11-14 | |
| 2020-09-30 | $238,036 | 1,132 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $222,219 | 1,158 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||