Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,634,122
-$557,364 QoQ
Shares Held
27,671
-3.3% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#61
of 440 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026Gotham Asset Management, LLC holds $232,564,037 across 9 Insurance Brokers names. ERIE ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
1,218,762 | $78,183,582 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
227,886 | $52,315,789 | |
| 3 | WTW |
Willis Towers Watson PLC
|
126,344 | $33,022,531 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
158,084 | $26,347,860 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
483,233 | $18,246,878 | |
| 6 | AON |
Aon plc
|
51,801 | $17,181,873 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
27,671 | $6,634,122 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
7,464 | $362,004 |
All Filings in ERIE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,634,122 | 27,671 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,191,486 | 28,616 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,736,683 | 26,990 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,174,508 | 22,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,374,693 | 18,382 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,176,231 | 17,125 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,064,385 | 17,137 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,448,469 | 17,503 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,012,440 | 19,350 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,674,002 | 19,110 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,790,168 | 20,274 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,829,148 | 23,245 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,667,329 | 26,986 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,778,142 | 16,309 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,730,593 | 6,958 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,501,259 | 6,753 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $676,893 | 3,522 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $670,526 | 3,807 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $604,181 | 3,136 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $252,642 | 1,416 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $274,985 | 1,855 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||