Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$534,402
-$2,395 QoQ
Shares Held
2,229
+4.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 439 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 15%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MACQUARIE GROUP LTD holds $26,513,022 across 6 Insurance Brokers names. ERIE ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56,143 | $9,357,352 | |
| 2 | AON |
Aon plc
|
21,138 | $7,011,260 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
24,523 | $5,629,744 | |
| 4 | WTW |
Willis Towers Watson PLC
|
9,888 | $2,584,425 | |
| 5 | BRO |
Brown & Brown, Inc.
|
21,759 | $1,395,839 | |
| 6 | ERIE |
Erie Indemnity Co
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|
2,229 | $534,402 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,402 | 2,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $536,797 | 2,136 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $673,627 | 2,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $586,368 | 1,843 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $744,904 | 2,148 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,176,692 | 2,808 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,332,739 | 3,233 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $683,412 | 1,266 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,086 | 886 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $580,268 | 1,445 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $342,623 | 1,023 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $765,029 | 2,604 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $516,624 | 2,460 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $569,883 | 2,460 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $611,851 | 2,460 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $562,888 | 2,532 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $555,813 | 2,892 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $509,367 | 2,892 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $557,172 | 2,892 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $399,125 | 2,237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $432,523 | 2,237 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $472,084 | 2,137 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $332,051 | 1,352 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $305,326 | 1,452 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $95,950 | 500 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $74,120 | 500 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||