Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,773,910
+$222,323 QoQ
Shares Held
7,399
+19.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 439 holders
Holding Since
Jun 2020
18 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 Jun 30, 2026Rafferty Asset Management, LLC holds $75,621,832 across 6 Insurance Brokers names. ERIE ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
140,352 | $23,392,467 | |
| 2 | AON |
Aon plc
|
62,217 | $20,636,756 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
74,837 | $17,180,330 | |
| 4 | WTW |
Willis Towers Watson PLC
|
27,513 | $7,191,072 | |
| 5 | BRO |
Brown & Brown, Inc.
|
84,915 | $5,447,297 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
7,399 | $1,773,910 |
All Filings in ERIE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,910 | 7,399 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,551,587 | 6,174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,221,250 | 7,749 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,690,997 | 8,458 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,875,929 | 8,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,426,571 | 8,177 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,623,913 | 8,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,578,753 | 8,482 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $221,064 | 610 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $1,530,408 | 7,963 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,223,993 | 12,627 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,549,084 | 13,231 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,149,247 | 12,046 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,747,310 | 14,209 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,798,266 | 12,667 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,560,871 | 10,427 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,825,861 | 8,683 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $995,769 | 5,189 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||