Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,157
+$293,978 QoQ
Shares Held
2,570
+100.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 439 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,118,743 across 7 Insurance Brokers names. ERIE ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
30,460 | $10,103,277 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
25,942 | $4,323,753 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
15,134 | $3,474,312 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,770 | $2,292,214 | |
| 5 | BRO |
Brown & Brown, Inc.
|
20,016 | $1,284,026 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
38,563 | $1,025,004 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
2,570 | $616,157 |
All Filings in ERIE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,157 | 2,570 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $322,179 | 1,282 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $227,125 | 542 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $327,310 | 794 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $295,281 | 547 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||