Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$599,375
-$136,460 QoQ
Shares Held
2,500
-14.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 439 holders
Holding Since
Dec 2024
7 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, 2026CIBC WORLD MARKET INC. holds $23,057,395 across 6 Insurance Brokers names. ERIE ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
34,825 | $11,551,104 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56,441 | $9,407,021 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
36,000 | $956,880 | |
| 4 | ERIE |
Erie Indemnity Co
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|
2,500 | $599,375 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
1,218 | $279,616 | |
| 6 | BRO |
Brown & Brown, Inc.
|
4,106 | $263,399 |
All Filings in ERIE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,375 | 2,500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $735,835 | 2,928 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $808,066 | 2,819 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $852,986 | 2,681 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $866,975 | 2,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,048,044 | 2,501 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,030,575 | 2,500 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||