Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,269,933
-$228,135 QoQ
Shares Held
24,949
+10.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Derivatives in ERIE
reported options exposure · as of Mar 31, 2026CallValue
$2,890,065
CallShares
11,500
PutValue
$753,930
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CITADEL ADVISORS LLC holds $479,345,385 across 14 Insurance Brokers names. ERIE ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
574,298 | $166,948,428 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
762,692 | $165,183,833 | |
| 3 | BRO |
Brown & Brown, Inc.
|
986,733 | $64,344,858 | |
| 4 | AON |
Aon plc
|
80,300 | $25,919,233 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,487 | $23,673,670 | |
| 6 | ARX |
Accelerant Holdings
|
1,144,206 | $15,286,591 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
24,949 | $6,269,933 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
390,000 | $4,356,300 |
All Filings in ERIE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $753,930 | 3,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $2,890,065 | 11,500 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $6,269,933 | 24,949 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $974,610 | 3,400 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $6,498,068 | 22,669 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $372,645 | 1,300 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $11,437,533 | 35,949 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $859,032 | 2,700 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $699,952 | 2,200 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $5,964,788 | 17,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,423,226 | 4,104 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $4,542,949 | 13,100 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $19,485,825 | 46,500 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $20,654,974 | 49,290 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $3,100,970 | 7,400 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $7,090,356 | 17,200 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $25,014,940 | 60,682 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $22,837,542 | 55,400 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $3,076,974 | 5,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $14,536,272 | 26,928 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $10,364,544 | 19,200 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $7,862,267 | 21,695 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $471,120 | 1,300 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $3,152,880 | 8,700 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $14,608,714 | 36,379 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $13,974,636 | 34,800 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $2,048,007 | 5,100 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $1,276,715 | 3,812 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $9,377,760 | 28,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $2,277,456 | 6,800 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $797,638 | 2,715 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $5,317,599 | 18,100 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $2,644,110 | 9,000 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $2,045,076 | 9,738 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $294,014 | 1,400 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $420,020 | 2,000 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $1,413,126 | 6,100 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $3,654,204 | 15,774 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $625,482 | 2,700 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $1,566,936 | 6,300 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $721,288 | 2,900 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $11,542,348 | 46,407 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $622,468 | 2,800 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $8,556,044 | 38,487 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $691,884 | 3,600 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $17,089,149 | 88,918 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $845,636 | 4,400 | Put | Defined | 2022-08-15 | |
| 2022-03-31 | $10,057,726 | 57,104 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $563,616 | 3,200 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $634,068 | 3,600 | Put | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||