SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in ERIE — Erie Indemnity Co
CIK 1531593
NEW YORK, NY
Position in ERIE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,438
+$433 QoQ
Shares Held
6
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#409
of 439 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT SECURITIES GROUP LLC holds $228,434 across 7 Insurance Brokers names. ERIE ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
|
4,397 | $166,030 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
112 | $18,667 | |
| 3 | AON |
Aon plc
|
50 | $16,584 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
60 | $13,774 | |
| 5 | WTW |
Willis Towers Watson PLC
|
29 | $7,579 | |
| 6 | BRO |
Brown & Brown, Inc.
|
68 | $4,362 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
6 | $1,438 |
All Filings in ERIE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438 | 6 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,005 | 4 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,892 | 38 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,999 | 44 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,895 | 17 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||