Position in ERIE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$39,347,286
-$2,013,559 QoQ
Shares Held
164,118
-0.3% QoQ
Ownership
0.355%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $2,247,487,501 across 15 Insurance Brokers names. ERIE ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,191,212 | $1,058,493,092 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,194,567 | $532,438,471 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,260,984 | $289,484,090 | |
| 4 | WTW |
Willis Towers Watson PLC
|
509,113 | $133,066,855 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,380,970 | $88,589,218 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,077,351 | $81,795,986 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
164,118 | $39,347,286 | |
| 8 | CRVL |
Corvel Corp
|
182,963 | $11,438,844 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,347,286 | 164,118 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $41,360,845 | 164,581 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $43,139,386 | 150,495 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $44,774,651 | 140,730 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $48,372,344 | 139,486 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $58,582,767 | 139,799 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $58,167,709 | 141,105 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $71,570,950 | 132,583 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $69,789,539 | 192,576 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $80,711,551 | 200,990 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $69,875,696 | 208,634 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $72,185,080 | 245,703 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $29,443,609 | 140,201 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $44,761,575 | 193,221 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $47,705,488 | 191,804 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $50,862,970 | 228,793 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $39,765,454 | 206,907 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $35,937,739 | 204,041 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $39,405,902 | 204,536 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $36,249,411 | 203,169 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $40,266,488 | 208,257 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $45,676,675 | 206,766 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $52,376,408 | 213,259 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $46,483,443 | 221,055 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $43,624,048 | 227,327 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $32,496,577 | 219,216 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||