Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,584,647
-$176,035 QoQ
Shares Held
18,243
+9.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 13%
Shared 2%
None 86%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $83,268,357 across 9 Insurance Brokers names. ERIE ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
213,048 | $36,953,174 | |
| 2 | AON |
Aon plc
|
67,369 | $21,745,364 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
46,710 | $10,116,450 | |
| 4 | WTW |
Willis Towers Watson PLC
|
19,460 | $5,657,020 | |
| 5 | ERIE |
Erie Indemnity Co
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|
18,243 | $4,584,647 | |
| 6 | BRO |
Brown & Brown, Inc.
|
37,771 | $2,463,046 | |
| 7 | CRVL |
Corvel Corp
|
18,551 | $1,013,810 | |
| 8 | CRD-A |
Crawford & Co
|
73,038 | $728,188 |
All Filings in ERIE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,584,647 | 18,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,760,682 | 16,608 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,624,137 | 14,534 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,074,231 | 14,632 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,207,702 | 2,882 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $571,350 | 1,386 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $571,129 | 1,058 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $346,816 | 957 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $406,388 | 1,012 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $272,624 | 814 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $225,336 | 767 | 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. | ||||||