Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,590
-$462 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#369
of 439 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $25,063,735 across 9 Insurance Brokers names. ERIE ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,475 | $92,365 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
400 | $15,104 | |
| 8 | ERIE |
Erie Indemnity Co
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|
40 | $9,590 |
All Filings in ERIE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,590 | 40 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,052 | 40 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $11,466 | 40 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,726 | 40 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $13,871 | 40 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,762 | 40 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,489 | 40 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,592 | 40 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,496 | 40 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $16,464 | 41 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,076 | 48 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $50,531 | 172 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,651 | 165 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,065 | 160 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,795 | 160 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||