Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$880,601
+$54,294 QoQ
Shares Held
3,673
+11.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#177
of 440 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $16,473,099 across 8 Insurance Brokers names. ERIE ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
51,161 | $8,527,003 | |
| 2 | AON |
Aon plc
|
10,460 | $3,469,477 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,761 | $1,092,982 | |
| 4 | CRVL |
Corvel Corp
|
15,648 | $978,312 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
3,673 | $880,601 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,249 | $849,191 | |
| 7 | BRO |
Brown & Brown, Inc.
|
10,527 | $675,307 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
6 | $226 |
All Filings in ERIE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,601 | 3,673 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $826,307 | 3,288 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $769,941 | 2,686 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $728,904 | 2,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $512,902 | 1,479 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $150,019 | 358 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $138,921 | 337 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,459 | 338 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,812 | 5 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,007 | 5 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||