Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,144,892
-$546,873 QoQ
Shares Held
12,514
-2.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Chevy Chase Trust Holdings, LLC holds $130,512,374 across 6 Insurance Brokers names. ERIE ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
239,152 | $41,480,913 | |
| 2 | AON |
Aon plc
|
108,749 | $35,102,001 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
127,705 | $27,658,348 | |
| 4 | WTW |
Willis Towers Watson PLC
|
46,864 | $13,623,364 | |
| 5 | BRO |
Brown & Brown, Inc.
|
145,727 | $9,502,856 | |
| 6 | ERIE |
Erie Indemnity Co
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|
12,514 | $3,144,892 |
All Filings in ERIE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||