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Equibles

Creative Planning

Position in ERIE — Erie Indemnity Co

CIK 1540235 OVERLAND PARK, KS
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,363,455
+$4,911 QoQ
Shares Held
9,858
+5.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 439 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ERIE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Creative Planning holds $114,334,864 across 13 Insurance Brokers names. ERIE ranks #8 (2.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
 98,089 $22,518,291
2 MRSH
Marsh & Mclennan Companies, Inc.
 134,264 $22,377,780
3 AON
Aon plc
 64,022 $21,235,456
4 BRO
Brown & Brown, Inc.
 327,626 $21,017,207
5 CRVL
Corvel Corp
 132,045 $8,255,452
6 WTW
Willis Towers Watson PLC
 23,969 $6,264,776
7 RYAN
Ryan Specialty Holdings, Inc.
 145,662 $5,500,196
8 ERIE
Erie Indemnity Co
This page 		9,858 $2,363,455

All Filings in ERIE

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,363,455 9,858
2026-03-31 $2,358,544 9,385
2025-12-31 $2,499,874 8,721
2025-09-30 $2,736,175 8,600
2025-06-30 $2,891,881 8,339
2025-03-31 $3,467,219 8,274
2024-12-31 $3,412,439 8,278
2024-09-30 $4,468,629 8,278
2024-06-30 $3,458,382 9,543
2024-03-31 $3,850,654 9,589
2023-12-31 $3,193,461 9,535
2023-09-30 $2,698,754 9,186
2023-06-30 $1,967,163 9,367
2023-03-31 $2,143,086 9,251
2022-12-31 $2,330,257 9,369
2022-09-30 $1,980,337 8,908
2022-06-30 $1,751,043 9,111
2022-03-31 $1,604,015 9,107
2021-12-31 $1,661,885 8,626
2021-09-30 $1,567,419 8,785
2021-06-30 $3,100,366 16,035
2021-03-31 $1,316,402 5,959
2020-12-31 $1,463,530 5,959
2020-09-30 $1,253,058 5,959
2020-06-30 $1,143,532 5,959
2020-03-31 $883,362 5,959