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Equibles

DT Investment Partners, LLC

Position in ERIE — Erie Indemnity Co

CIK 1537621 CHADDS FORD, PA
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$7,911
-$382 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 440 holders
Holding Since
Sep 2024
8 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, 2026

DT Investment Partners, LLC holds $126,821 across 6 Insurance Brokers names. ERIE ranks #4 (6.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WTW
Willis Towers Watson PLC
 235 $61,421
2 AJG
Arthur J. Gallagher & Co.
 152 $34,894
3 MRSH
Marsh & Mclennan Companies, Inc.
 90 $15,000
4 ERIE
Erie Indemnity Co
This page 		33 $7,911
5 AON
Aon plc
 20 $6,633
6 BRO
Brown & Brown, Inc.
 15 $962

All Filings in ERIE

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,911 33
2026-03-31 $8,293 33
2025-12-31 $9,459 33
2025-09-30 $10,499 33
2025-06-30 $11,444 33
2025-03-31 $13,828 33
2024-12-31 $13,603 33
2024-09-30 $17,814 33