Ballentine Partners, LLC

Position in ERIE — Erie Indemnity Co

CIK 1374889 Waltham, MA

Position in ERIE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$394,149

+$43,823 QoQ

Shares Held

1,644

+17.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#258

of 439 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $3,077,473 across 5 Insurance Brokers names. ERIE ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	6,955	$1,159,188
2	AJG	Arthur J. Gallagher & Co.	2,788	$640,040
3	AON	Aon plc	1,869	$619,927
4	ERIE	Erie Indemnity Co This page	1,644	$394,149
5	BRO	Brown & Brown, Inc.	4,118	$264,169

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,149	1,644	+17.9%	Shares	Other	2026-07-17
2026-03-31	$350,326	1,394	-0.9%	Shares	Other	2026-05-14
2025-12-31	$403,316	1,407	+0.4%	Shares	Other	2026-02-03
2025-09-30	$445,742	1,401	+0.6%	Shares	Other	2025-11-03
2025-06-30	$483,078	1,393	-0.6%	Shares	Other	2025-07-15
2025-03-31	$587,089	1,401	-0.9%	Shares	Other	2025-05-01
2024-12-31	$582,893	1,414	-0.3%	Shares	Other	2025-01-16
2024-09-30	$765,464	1,418	0.0%	Shares	Other	2024-10-23
2024-06-30	$513,883	1,418	-0.6%	Shares	Other	2024-08-06
2024-03-31	$573,040	1,427	+0.6%	Shares	Other	2024-04-11
2023-12-31	$475,251	1,419	-2.3%	Shares	Other	2024-01-23
2023-09-30	$426,582	1,452	+2.4%	Shares	Other	2023-10-19
2023-06-30	$297,793	1,418	—	Shares	Other	2023-07-26
No filing history on record for this holder in this stock.