Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$238,311
-$23,805 QoQ
Shares Held
994
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 439 holders
Holding Since
Jun 2025
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 Jun 30, 2026MUFG Securities EMEA plc holds $10,172,729 across 6 Insurance Brokers names. ERIE ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,858 | $3,143,062 | |
| 2 | AON |
Aon plc
|
8,360 | $2,772,928 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
10,062 | $2,309,933 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,723 | $973,080 | |
| 5 | BRO |
Brown & Brown, Inc.
|
11,464 | $735,415 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
994 | $238,311 |
All Filings in ERIE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,311 | 994 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $262,116 | 1,043 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $298,975 | 1,043 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $154,625 | 486 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,315 | 73 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||