Cambridge Investment Research Advisors, Inc.
Position in ERIE — Erie Indemnity Co
CIK 1419186
FAIRFIELD, IA
Position in ERIE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$318,148
-$44,994 QoQ
Shares Held
1,327
-8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 124 holders
Holding Since
Dec 2020
21 quarters on record
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $15,917,510 across 7 Insurance Brokers names. ERIE ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,967 | $5,042,964 | |
| 2 | BRO |
Brown & Brown, Inc.
|
61,955 | $3,974,413 | |
| 3 | AON |
Aon plc
|
8,820 | $2,925,505 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,829 | $2,471,549 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
30,823 | $819,275 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,399 | $365,656 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
1,327 | $318,148 |
All Filings in ERIE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,148 | 1,327 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $363,142 | 1,445 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $491,031 | 1,713 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $569,824 | 1,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $615,899 | 1,776 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $750,518 | 1,791 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $723,051 | 1,754 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $798,933 | 1,480 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $518,956 | 1,432 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $601,551 | 1,498 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $481,614 | 1,438 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $509,725 | 1,735 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $363,107 | 1,729 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $400,540 | 1,729 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $516,342 | 2,076 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $435,060 | 1,957 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $385,148 | 2,004 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $352,964 | 2,004 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $371,063 | 1,926 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $304,206 | 1,705 | Shares | Sole | 2021-11-02 | |
| 2020-12-31 | $213,672 | 870 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||