Position in ERIE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$203,812
+$195,786 QoQ
Shares Held
811
+2796.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Arax Advisory Partners holds $3,147,051 across 11 Insurance Brokers names. ERIE ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,901 | $1,890,778 | |
| 2 | AON |
Aon plc
|
2,280 | $735,938 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,372 | $297,147 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
811 | $203,812 | |
| 5 | CRVL |
Corvel Corp
|
283 | $15,465 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
168 | $3,685 | |
| 7 | SLQT |
SelectQuote, Inc.
|
146 | $91 | |
| 8 | TWFG |
TWFG, Inc.
|
3 | $55 |
All Filings in ERIE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,812 | 811 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,026 | 28 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,883 | 1,194 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,790 | 34 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,247 | 34 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,130 | 27 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,575 | 27 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,509 | 29 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,606 | 4 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,339 | 4 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,175 | 4 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||