Cerity Partners LLC

Position in ERIE — Erie Indemnity Co

CIK 1566475 NEW YORK, NY

Position in ERIE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,552,132

-$32,515 QoQ

Shares Held

18,987

+4.1% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#77

of 440 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 12% Shared 2% None 86%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $88,734,584 across 13 Insurance Brokers names. ERIE ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	183,081	$30,514,109
2	AON	Aon plc	90,060	$29,872,000
3	AJG	Arthur J. Gallagher & Co.	43,956	$10,090,977
4	BRO	Brown & Brown, Inc.	85,911	$5,511,189
5	ERIE	Erie Indemnity Co This page	18,987	$4,552,132
6	WTW	Willis Towers Watson PLC	14,135	$3,694,464
7	CRVL	Corvel Corp	26,904	$1,682,037
8	BWIN	Baldwin Insurance Group, Inc.	37,144	$987,285

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,552,132	18,987	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$4,584,647	18,243	+9.8%	Shares	Sole	2026-05-15
2025-12-31	$4,760,682	16,608	+14.3%	Shares	Other	2026-02-11
2025-09-30	$4,624,137	14,534	-0.7%	Shares	Sole	2025-10-22
2025-06-30	$5,074,231	14,632	+407.7%	Shares	Sole	2025-08-13
2025-03-31	$1,207,702	2,882	+107.9%	Shares	Other	2025-04-30
2024-12-31	$571,350	1,386	+31.0%	Shares	Other	2025-02-13
2024-09-30	$571,129	1,058	+10.6%	Shares	Sole	2024-11-12
2024-06-30	$346,816	957	-5.4%	Shares	Sole	2024-08-13
2024-03-31	$406,388	1,012	+24.3%	Shares	Sole	2024-05-14
2023-12-31	$272,624	814	+6.1%	Shares	Sole	2024-01-26
2023-09-30	$225,336	767	-11.5%	Shares	Sole	2023-11-14
2022-12-31	$215,640	867	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.