Position in ERIE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$939,899
-$26,398 QoQ
Shares Held
3,740
+10.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.24064171122994654.ToString("F0")%
Shared 0.ToString("F0")%
None 99.75935828877004.ToString("F0")%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $174,191,952 across 10 Insurance Brokers names. ERIE ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
420,824 | $72,991,922 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
166,145 | $35,983,684 | |
| 3 | AON |
Aon plc
|
102,111 | $32,959,388 | |
| 4 | BRO |
Brown & Brown, Inc.
|
277,031 | $18,065,191 | |
| 5 | WTW |
Willis Towers Watson PLC
|
37,459 | $10,889,331 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
48,396 | $1,061,808 | |
| 7 | CRVL |
Corvel Corp
|
18,226 | $996,050 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
3,740 | $939,899 |
All Filings in ERIE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $939,899 | 3,740 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $966,297 | 3,371 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,169,556 | 3,676 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $974,133 | 2,809 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,971,211 | 4,704 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,017,453 | 4,894 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,673,728 | 4,953 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $663,916 | 1,832 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $707,967 | 1,763 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $542,570 | 1,620 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $418,944 | 1,426 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $297,374 | 1,416 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $333,822 | 1,441 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $401,682 | 1,615 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $355,029 | 1,597 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $309,041 | 1,608 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $303,295 | 1,722 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $330,411 | 1,715 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||