Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,465,826
-$1,684,269 QoQ
Shares Held
14,456
-29.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#87
of 440 holders
Holding Since
Sep 2020
16 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, 2026Quantbot Technologies LP holds $15,243,914 across 9 Insurance Brokers names. ERIE ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
58,448 | $9,741,528 | |
| 2 | ERIE |
Erie Indemnity Co
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|
14,456 | $3,465,826 | |
| 3 | TWFG |
TWFG, Inc.
|
28,534 | $686,242 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
12,889 | $486,688 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
13,352 | $420,588 | |
| 6 | CRVL |
Corvel Corp
|
3,206 | $200,439 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
6,236 | $165,752 | |
| 8 | BRO |
Brown & Brown, Inc.
|
916 | $58,761 |
All Filings in ERIE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,465,826 | 14,456 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,150,095 | 20,493 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $920,719 | 3,212 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,633,069 | 11,419 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,333,078 | 18,262 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,162,444 | 2,774 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $1,245,568 | 3,437 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $1,034,434 | 3,521 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $87,104 | 376 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $452,172 | 1,818 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $385,040 | 1,732 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $122,617 | 638 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $569,076 | 3,231 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $689,950 | 3,867 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $457,659 | 2,367 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $194,509 | 925 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||