Position in ERIE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$335,649
+$121,210 QoQ
Shares Held
1,400
+107.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 440 holders
Holding Since
Sep 2024
6 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 Jun 30, 2026Empowered Funds, LLC holds $29,080,005 across 10 Insurance Brokers names. ERIE ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
21,001 | $6,965,818 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
30,340 | $6,965,150 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
41,399 | $6,899,967 | |
| 4 | WTW |
Willis Towers Watson PLC
|
13,253 | $3,463,934 | |
| 5 | BRO |
Brown & Brown, Inc.
|
29,545 | $1,895,310 | |
| 6 | CRVL |
Corvel Corp
|
19,147 | $1,197,069 | |
| 7 | TREE |
LendingTree, Inc.
|
25,105 | $1,111,900 | |
| 8 | ERIE |
Erie Indemnity Co
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|
1,400 | $335,649 |
All Filings in ERIE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,649 | 1,400 | Shares | Other | 2026-08-17 | |
| 2025-09-30 | $214,439 | 674 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $547,579 | 1,579 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $435,391 | 1,039 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $321,538 | 780 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $225,104 | 417 | Shares | Other | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||