Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,769
+$1,225 QoQ
Shares Held
15
+87.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. ERIE ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
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|
15 | $3,769 |
All Filings in ERIE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,769 | 15 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,544 | 8 | Shares | Sole | 2025-11-18 | |
| 2020-12-31 | $982 | 4 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $841 | 4 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $592 | 4 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||