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Equibles

Arax Advisory Partners

Position in ERIE — Erie Indemnity Co

CIK 1586767 DENVER, CO
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$280,267
+$76,455 QoQ
Shares Held
1,169
+44.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
of 439 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in ERIE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Arax Advisory Partners holds $16,424,074 across 15 Insurance Brokers names. ERIE ranks #6 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AON
Aon plc
 20,140 $6,680,236
2 MRSH
Marsh & Mclennan Companies, Inc.
 30,312 $5,052,101
3 AJG
Arthur J. Gallagher & Co.
 9,978 $2,290,649
4 BRO
Brown & Brown, Inc.
 19,270 $1,236,170
5 CRVL
Corvel Corp
 5,824 $364,116
6 ERIE
Erie Indemnity Co
This page 		1,169 $280,267
7 WTW
Willis Towers Watson PLC
 717 $187,402
8 TREE
LendingTree, Inc.
 2,732 $121,000

All Filings in ERIE

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $280,267 1,169
2026-03-31 $203,812 811
2025-12-31 $8,026 28
2025-09-30 $379,883 1,194
2025-06-30 $11,790 34
2025-03-31 $14,247 34
2024-12-31 $11,130 27
2024-09-30 $14,575 27
2024-06-30 $10,509 29
2024-03-31 $1,606 4
2023-12-31 $1,339 4
2023-09-30 $1,175 4