Position in ERIE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$96,379
+$26,515 QoQ
Shares Held
402
+44.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#321
of 431 holders
Holding Since
Dec 2021
18 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, 2026Allworth Financial LP holds $4,564,282 across 12 Insurance Brokers names. ERIE ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,799 | $1,923,470 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,314 | $1,219,024 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,332 | $764,927 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,319 | $212,913 | |
| 5 | WTW |
Willis Towers Watson PLC
|
673 | $175,902 | |
| 6 | CRVL |
Corvel Corp
|
2,220 | $138,794 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
402 | $96,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
241 | $11,688 |
All Filings in ERIE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,379 | 402 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $69,864 | 278 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,642 | 229 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $59,814 | 188 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $62,422 | 180 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $34,362 | 82 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $34,627 | 84 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $43,725 | 81 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $29,354 | 81 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $32,527 | 81 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $27,798 | 83 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $24,384 | 83 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $17,430 | 83 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $19,922 | 86 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $21,887 | 88 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $18,674 | 84 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,567 | 81 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $8,669 | 45 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||