Position in ERIE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,795,748
-$839,217 QoQ
Shares Held
19,083
-2.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
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)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $173,414,242 across 6 Insurance Brokers names. ERIE ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
366,269 | $63,529,357 | |
| 2 | AON |
Aon plc
|
107,509 | $34,701,755 | |
| 3 | BRO |
Brown & Brown, Inc.
|
438,147 | $28,571,564 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
118,087 | $25,575,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55,867 | $16,240,536 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
19,083 | $4,795,748 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,795,748 | 19,083 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,634,965 | 19,658 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,797,193 | 18,221 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,332,670 | 24,028 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,659,940 | 23,052 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,961,950 | 24,166 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,596,259 | 34,449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,477,431 | 34,430 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $15,138,384 | 37,698 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,347,900 | 39,854 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $11,906,426 | 40,527 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,531,446 | 40,624 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,776,438 | 37,885 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,098,923 | 36,583 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,097,813 | 40,924 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,604,310 | 49,973 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $6,688,006 | 37,972 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,436,288 | 38,598 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $8,967,031 | 50,258 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,615,295 | 49,730 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,865,134 | 58,237 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,972,186 | 69,105 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,969,309 | 33,143 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,362,827 | 33,157 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $7,476,484 | 50,435 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||