Position in ERIE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$130,424
-$7,042 QoQ
Shares Held
544
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#322
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, 2026JFS WEALTH ADVISORS, LLC holds $524,975 across 7 Insurance Brokers names. ERIE ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
974 | $323,066 | |
| 2 | ERIE |
Erie Indemnity Co
This page
|
544 | $130,424 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
163 | $27,167 | |
| 4 | WTW |
Willis Towers Watson PLC
|
65 | $16,989 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
70 | $16,069 | |
| 6 | BRO |
Brown & Brown, Inc.
|
158 | $10,135 | |
| 7 | CRVL |
Corvel Corp
|
18 | $1,125 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,424 | 544 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $137,466 | 547 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $160,810 | 561 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $272,026 | 855 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $296,505 | 855 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $358,287 | 855 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $270,010 | 655 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $355,201 | 658 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $238,459 | 658 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $25,700 | 64 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,434 | 64 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $18,802 | 64 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $13,440 | 64 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $15,289 | 66 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $16,912 | 68 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,894 | 67 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,068 | 68 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,511 | 54 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,513 | 39 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,352 | 30 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,800 | 30 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,627 | 30 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $7,368 | 30 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,308 | 30 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,757 | 30 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,447 | 30 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||