Position in ERIE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$825,219
+$27,813 QoQ
Shares Held
3,442
+8.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 439 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $17,819,839 across 6 Insurance Brokers names. ERIE ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,537 | $10,256,369 | |
| 2 | AON |
Aon plc
|
9,752 | $3,234,640 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
8,416 | $1,932,060 | |
| 4 | BRO |
Brown & Brown, Inc.
|
20,341 | $1,304,874 | |
| 5 | ERIE |
Erie Indemnity Co
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|
3,442 | $825,219 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
10,033 | $266,677 |
All Filings in ERIE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,219 | 3,442 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $797,406 | 3,173 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $908,106 | 3,168 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $979,613 | 3,079 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,040,022 | 2,999 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $841,451 | 2,008 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $748,609 | 1,816 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $949,542 | 1,759 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||