Position in ERIE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$100,272
+$40,363 QoQ
Shares Held
399
+90.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. ERIE ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,815 | $23,383,661 | |
| 2 | AON |
Aon plc
|
29,527 | $9,530,725 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
26,731 | $5,789,399 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
114,948 | $2,521,959 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,195 | $1,510,186 | |
| 6 | BRO |
Brown & Brown, Inc.
|
8,239 | $537,265 | |
| 7 | CRVL |
Corvel Corp
|
6,942 | $379,380 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
399 | $100,272 |
All Filings in ERIE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,272 | 399 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $59,909 | 209 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $26,725 | 84 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $43,348 | 125 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $17,181 | 41 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,489 | 40 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,017 | 13 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,261 | 9 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,810 | 7 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $669 | 2 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,576 | 36 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,880 | 28 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,389 | 6 | Shares | Sole | 2023-05-01 | |
| 2022-03-31 | $1,937 | 11 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $192 | 1 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||