Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$503,122
+$64,548 QoQ
Shares Held
2,002
+30.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 65.73426573426573.ToString("F0")%
Shared 0.ToString("F0")%
None 34.26573426573427.ToString("F0")%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $64,751,948 across 8 Insurance Brokers names. ERIE ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
442,729 | $28,870,358 | |
| 2 | AON |
Aon plc
|
38,482 | $12,421,219 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,566 | $10,678,622 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
39,193 | $8,488,419 | |
| 5 | SLQT |
SelectQuote, Inc.
|
2,287,226 | $1,440,952 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
59,046 | $1,295,469 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,625 | $1,053,787 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
2,002 | $503,122 |
All Filings in ERIE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,122 | 2,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $438,574 | 1,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $915,028 | 2,876 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,000,142 | 2,884 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,213,987 | 2,897 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,205,772 | 2,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $743,332 | 1,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $532,728 | 1,470 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $589,103 | 1,467 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $587,114 | 1,753 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $511,782 | 1,742 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $346,096 | 1,648 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $390,115 | 1,684 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $415,859 | 1,672 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $368,367 | 1,657 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $65,344 | 340 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $61,469 | 349 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $56,642 | 294 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $55,488 | 311 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $59,745 | 309 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $67,156 | 304 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||