J.W. COLE ADVISORS, INC.

Position in ERIE — Erie Indemnity Co

CIK 1404763 TAMPA, FL

Position in ERIE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$204,506

-$8,604 QoQ

Shares Held

853

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#310

of 439 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $2,856,755 across 5 Insurance Brokers names. ERIE ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,276	$1,211,211
2	AON	Aon plc	2,275	$754,594
3	BRO	Brown & Brown, Inc.	6,554	$420,439
4	MRSH	Marsh & Mclennan Companies, Inc.	1,596	$266,005
5	ERIE	Erie Indemnity Co This page	853	$204,506

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,506	853	+0.6%	Shares	Sole	2026-07-21
2026-03-31	$213,110	848	+2.5%	Shares	Sole	2026-04-23
2025-09-30	$263,118	827	+2.5%	Shares	Sole	2025-11-05
2025-06-30	$279,859	807	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$337,335	805	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.