Position in ERIE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,622,859
-$394,545 QoQ
Shares Held
19,282
-3.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 439 holders
Holding Since
Mar 2021
22 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 Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $544,888,174 across 12 Insurance Brokers names. ERIE ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
833,230 | $191,284,611 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
998,086 | $166,350,993 | |
| 3 | AON |
Aon plc
|
337,900 | $112,078,051 | |
| 4 | BRO |
Brown & Brown, Inc.
|
464,414 | $29,792,158 | |
| 5 | WTW |
Willis Towers Watson PLC
|
61,829 | $16,160,245 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
233,878 | $8,831,233 | |
| 7 | CRVL |
Corvel Corp
|
102,070 | $6,381,416 | |
| 8 | ERIE |
Erie Indemnity Co
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|
19,282 | $4,622,859 |
All Filings in ERIE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,622,859 | 19,282 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,017,404 | 19,965 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $360,892 | 1,259 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,241,026 | 19,616 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,030,473 | 20,273 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,840,006 | 18,709 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,708,701 | 18,700 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,623,217 | 30,794 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,414,512 | 31,497 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,658,289 | 31,522 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,365,439 | 30,949 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,078,111 | 30,900 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,480,908 | 30,860 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,148,795 | 30,859 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,689,178 | 30,915 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,870,490 | 30,905 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,941,553 | 30,915 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,618,370 | 31,899 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $379,925 | 1,972 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $353,093 | 1,979 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $374,132 | 1,935 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $332,027 | 1,503 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||