Position in ERIE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$333,971
-$61,339 QoQ
Shares Held
1,393
-11.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 439 holders
Holding Since
Jun 2023
13 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, 2026Metis Global Partners, LLC holds $8,786,644 across 6 Insurance Brokers names. ERIE ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,859 | $2,476,549 | |
| 2 | AON |
Aon plc
|
6,834 | $2,266,769 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
7,371 | $1,692,160 | |
| 4 | WTW |
Willis Towers Watson PLC
|
4,263 | $1,114,220 | |
| 5 | BRO |
Brown & Brown, Inc.
|
14,076 | $902,975 | |
| 6 | ERIE |
Erie Indemnity Co
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|
1,393 | $333,971 |
All Filings in ERIE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,971 | 1,393 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $395,310 | 1,573 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $488,451 | 1,704 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $558,688 | 1,756 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $634,278 | 1,829 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $832,652 | 1,987 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $705,737 | 1,712 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $893,941 | 1,656 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $384,506 | 1,061 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $412,010 | 1,026 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $344,967 | 1,030 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $292,614 | 996 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $211,480 | 1,007 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||