Position in ERIE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$6,701,683
+$1,593,294 QoQ
Shares Held
26,667
+49.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Janney Montgomery Scott LLC holds $65,386,526 across 7 Insurance Brokers names. ERIE ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
185,581 | $32,189,024 | |
| 2 | AON |
Aon plc
|
32,439 | $10,470,660 | |
| 3 | BRO |
Brown & Brown, Inc.
|
158,731 | $10,350,848 | |
| 4 | ERIE |
Erie Indemnity Co
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|
26,667 | $6,701,683 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
22,462 | $4,864,819 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,468 | $426,747 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,972 | $382,745 |
All Filings in ERIE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,701,683 | 26,667 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,108,389 | 17,821 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,550,278 | 20,588 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,223,982 | 20,831 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,280,700 | 22,147 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,158,366 | 2,810 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,522,832 | 2,821 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $999,499 | 2,758 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,070,585 | 2,666 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $757,254 | 2,261 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $664,259 | 2,261 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $496,463 | 2,364 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $966,485 | 4,172 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,037,659 | 4,172 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $443,508 | 1,995 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $383,419 | 1,995 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $367,935 | 2,089 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $455,640 | 2,365 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $421,963 | 2,365 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $457,272 | 2,365 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $337,329 | 1,527 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $334,507 | 1,362 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $251,705 | 1,197 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $203,797 | 1,062 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||