HBK Sorce Advisory LLC

Position in ERIE — Erie Indemnity Co

CIK 1379995 ERIE, PA

Position in ERIE

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$4,038,803

-$589,734 QoQ

Shares Held

16,071

-0.5% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

HBK Sorce Advisory LLC holds $6,119,454 across 3 Insurance Brokers names. ERIE ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co This page	16,071	$4,038,803
2	MRSH	Marsh & Mclennan Companies, Inc.	9,843	$1,707,268
3	AJG	Arthur J. Gallagher & Co.	1,724	$373,383

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,038,803	16,071	-0.5%	Shares	Sole	2026-05-11
2025-12-31	$4,628,537	16,147	-0.4%	Shares	Sole	2026-02-09
2025-09-30	$5,156,737	16,208	-1.0%	Shares	Sole	2025-10-16
2025-06-30	$5,675,565	16,366	-0.9%	Shares	Sole	2025-08-04
2025-03-31	$6,918,934	16,511	-0.0%	Shares	Sole	2025-04-23
2024-12-31	$6,807,566	16,514	+1.9%	Shares	Sole	2025-02-10
2024-09-30	$8,750,482	16,210	-4.0%	Shares	Sole	2024-11-12
2024-06-30	$6,117,674	16,881	-0.3%	Shares	Sole	2024-08-08
2024-03-31	$6,798,981	16,931	+30.9%	Shares	Sole	2024-05-09
2023-12-31	$4,331,185	12,932	-1.4%	Shares	Sole	2024-01-25
2023-09-30	$3,851,293	13,109	-0.6%	Shares	Sole	2023-11-06
2023-06-30	$2,768,351	13,182	+0.2%	Shares	Sole	2023-08-04
2023-03-31	$3,048,645	13,160	-96.9%	Shares	Sole	2023-08-15
2022-12-31	$106,065,151	426,444	+35.4%	Shares	Sole	2023-02-09
2022-09-30	$70,030,540	315,013	+2260.5%	Shares	Sole	2022-11-14
2022-06-30	$2,564,775	13,345	+0.0%	Shares	Sole	2022-08-15
2022-03-31	$2,349,574	13,340	+0.0%	Shares	Sole	2022-05-13
2021-12-31	$2,569,506	13,337	-0.8%	Shares	Sole	2022-02-15
2021-09-30	$2,399,392	13,448	+7.2%	Shares	Sole	2021-11-15
2021-06-30	$2,425,189	12,543	+0.0%	Shares	Sole	2021-08-12
2021-03-31	$2,770,211	12,540	+1.3%	Shares	Sole	2021-05-14
2020-12-31	$3,041,264	12,383	-1.2%	Shares	Sole	2021-02-12
2020-09-30	$2,635,228	12,532	+0.0%	Shares	Sole	2020-11-13
2020-06-30	$2,404,507	12,530	+11.3%	Shares	Sole	2020-08-14
2020-03-31	$1,668,144	11,253	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.