Position in ERIE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,227
+$12,226 QoQ
Shares Held
51
+2450.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 439 holders
Holding Since
Jun 2022
9 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 Jun 30, 2026Capital Advisors, Ltd. LLC holds $155,008 across 9 Insurance Brokers names. ERIE ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
148 | $49,090 | |
| 2 | WTW |
Willis Towers Watson PLC
|
118 | $30,841 | |
| 3 | BRO |
Brown & Brown, Inc.
|
466 | $29,893 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
162 | $27,000 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
51 | $12,227 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
15 | $3,443 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
49 | $2,376 | |
| 8 | CRD-A |
Crawford & Co
|
12 | $135 |
All Filings in ERIE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,227 | 51 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1 | 2 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1 | 2 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1 | 2 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-10-24 | |
| 2023-03-31 | $463 | 2 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $497 | 2 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $444 | 2 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $576 | 3 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||