Position in ERIE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,458,918
+$3,815,719 QoQ
Shares Held
25,701
+178.7% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Rodgers Brothers Inc. holds $7,005,285 across 2 Insurance Brokers names. ERIE ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
This page
|
25,701 | $6,458,918 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,150 | $546,367 |
All Filings in ERIE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,458,918 | 25,701 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,643,199 | 9,221 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,385,586 | 4,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,510,270 | 4,355 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,824,962 | 4,355 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,795,261 | 4,355 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,350,916 | 4,355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,636,236 | 4,515 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,813,088 | 4,515 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,528,909 | 4,565 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,355,840 | 4,615 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $953,445 | 4,540 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,051,736 | 4,540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,129,188 | 4,540 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,009,287 | 4,540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $891,761 | 4,640 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $817,243 | 4,640 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $855,410 | 4,440 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $792,184 | 4,440 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $270,690 | 1,400 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $309,274 | 1,400 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $343,840 | 1,400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $294,392 | 1,400 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $268,660 | 1,400 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||