Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,940,773
-$204,119 QoQ
Shares Held
12,266
-2.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#96
of 440 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $126,825,545 across 6 Insurance Brokers names. ERIE ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
233,308 | $38,885,443 | |
| 2 | AON |
Aon plc
|
106,232 | $35,236,091 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
125,018 | $28,700,382 | |
| 4 | WTW |
Willis Towers Watson PLC
|
45,626 | $11,925,267 | |
| 5 | BRO |
Brown & Brown, Inc.
|
142,441 | $9,137,589 | |
| 6 | ERIE |
Erie Indemnity Co
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|
12,266 | $2,940,773 |
All Filings in ERIE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,940,773 | 12,266 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,144,892 | 12,514 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,691,765 | 12,879 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,125,261 | 12,966 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,569,304 | 13,176 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $5,481,592 | 13,081 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $5,395,677 | 13,089 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $7,219,552 | 13,374 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||