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Equibles

HBK Sorce Advisory LLC

Position in ERIE — Erie Indemnity Co

CIK 1379995 ERIE, PA
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,870,284
-$168,519 QoQ
Shares Held
16,143
+0.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#85
of 439 holders
Holding Since
Mar 2020
26 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, 2026

HBK Sorce Advisory LLC holds $6,011,870 across 3 Insurance Brokers names. ERIE ranks #1 (64.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ERIE
Erie Indemnity Co
This page 		16,143 $3,870,284
2 MRSH
Marsh & Mclennan Companies, Inc.
 9,673 $1,612,198
3 AJG
Arthur J. Gallagher & Co.
 2,306 $529,388

All Filings in ERIE

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,870,284 16,143
2026-03-31 $4,038,803 16,071
2025-12-31 $4,628,537 16,147
2025-09-30 $5,156,737 16,208
2025-06-30 $5,675,565 16,366
2025-03-31 $6,918,934 16,511
2024-12-31 $6,807,566 16,514
2024-09-30 $8,750,482 16,210
2024-06-30 $6,117,674 16,881
2024-03-31 $6,798,981 16,931
2023-12-31 $4,331,185 12,932
2023-09-30 $3,851,293 13,109
2023-06-30 $2,768,351 13,182
2023-03-31 $3,048,645 13,160
2022-12-31 $6,580 426,444
2022-09-30 $2,940,000 315,013
2022-06-30 $2,564,775 13,345
2022-03-31 $2,349,574 13,340
2021-12-31 $2,569,506 13,337
2021-09-30 $2,399,392 13,448
2021-06-30 $2,425,189 12,543
2021-03-31 $2,770,211 12,540
2020-12-31 $3,041,264 12,383
2020-09-30 $2,635,228 12,532
2020-06-30 $2,404,507 12,530
2020-03-31 $1,668,144 11,253