Position in ERIE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$80,556
+$32,808 QoQ
Shares Held
336
+76.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $4,797,359 across 10 Insurance Brokers names. ERIE ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,660 | $1,776,702 | |
| 2 | AON |
Aon plc
|
3,252 | $1,078,655 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,980 | $913,688 | |
| 4 | BRO |
Brown & Brown, Inc.
|
9,296 | $596,338 | |
| 5 | CRVL |
Corvel Corp
|
2,612 | $163,302 | |
| 6 | WTW |
Willis Towers Watson PLC
|
573 | $149,765 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
336 | $80,556 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,040 | $27,643 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,556 | 336 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,748 | 190 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $46,150 | 161 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $54,087 | 170 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $63,809 | 184 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $78,362 | 187 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $75,438 | 183 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $110,123 | 204 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $75,379 | 208 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $78,707 | 196 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $67,653 | 202 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $63,164 | 215 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $49,982 | 238 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $59,073 | 255 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $53,723 | 216 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $52,020 | 234 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $45,356 | 236 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $34,697 | 197 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $35,642 | 185 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $31,580 | 177 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $30,355 | 157 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $35,345 | 160 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $45,681 | 186 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,644 | 160 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $28,976 | 151 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $18,381 | 124 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||