Position in ERIE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$278,702
-$108,848 QoQ
Shares Held
1,109
-18.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 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 Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $41,533,877 across 7 Insurance Brokers names. ERIE ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
100,390 | $17,412,645 | |
| 2 | AON |
Aon plc
|
30,522 | $9,851,891 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
34,010 | $7,365,885 | |
| 4 | WTW |
Willis Towers Watson PLC
|
10,429 | $3,031,710 | |
| 5 | BRO |
Brown & Brown, Inc.
|
35,109 | $2,289,457 | |
| 6 | CRD-A |
Crawford & Co
|
130,751 | $1,303,587 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
1,109 | $278,702 |
All Filings in ERIE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,702 | 1,109 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $387,550 | 1,352 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $558,688 | 1,756 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $739,703 | 2,133 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,274,750 | 3,042 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,063,141 | 2,579 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,446,177 | 2,679 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $787,132 | 2,172 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $877,832 | 2,186 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $618,932 | 1,848 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $537,341 | 1,829 | Shares | Sole | 2023-11-13 | |
| 2021-09-30 | $9,634 | 54 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $15,468 | 80 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $7,510 | 34 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,175 | 17 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||