Position in ERIE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$853,270
-$86,629 QoQ
Shares Held
3,559
-4.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 439 holders
Holding Since
Dec 2021
19 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, 2026LPL Financial LLC holds $170,289,143 across 12 Insurance Brokers names. ERIE ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
394,645 | $65,775,482 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,131 | $41,123,103 | |
| 3 | AON |
Aon plc
|
106,629 | $35,367,773 | |
| 4 | BRO |
Brown & Brown, Inc.
|
196,094 | $12,579,430 | |
| 5 | WTW |
Willis Towers Watson PLC
|
42,377 | $11,076,076 | |
| 6 | CRVL |
Corvel Corp
|
18,576 | $1,161,371 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
24,505 | $925,308 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
3,559 | $853,270 |
All Filings in ERIE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,270 | 3,559 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||