Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$201,550
+$63,672 QoQ
Shares Held
802
+66.7% QoQ
Ownership
0.002%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Tower Research Capital LLC (TRC) holds $9,967,326 across 18 Insurance Brokers names. ERIE ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,790 | $3,432,575 | |
| 2 | AON |
Aon plc
|
9,186 | $2,965,056 | |
| 3 | BRO |
Brown & Brown, Inc.
|
14,291 | $931,915 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,687 | $798,530 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,740 | $796,517 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
9,654 | $211,808 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
802 | $201,550 | |
| 8 | ARX |
Accelerant Holdings
|
11,392 | $152,197 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,550 | 802 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $137,878 | 481 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $86,539 | 272 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $110,278 | 318 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $147,086 | 351 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $577,945 | 1,402 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $768,163 | 1,423 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $655,219 | 1,808 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $526,457 | 1,311 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,368,482 | 4,086 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $751,807 | 2,559 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $499,613 | 2,379 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $72,741 | 314 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $270,606 | 1,088 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $42,683 | 192 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $41,513 | 216 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $169,436 | 962 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $131,394 | 682 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $357,374 | 2,003 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $440,837 | 2,280 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $687,030 | 3,110 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $148,096 | 603 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $26,495 | 126 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $362,882 | 1,891 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $39,431 | 266 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||