Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$377,606
-$3,631 QoQ
Shares Held
1,575
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 431 holders
Holding Since
Mar 2024
10 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, 2026Cetera Investment Advisers holds $55,577,932 across 7 Insurance Brokers names. ERIE ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
124,760 | $20,793,749 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
82,024 | $18,830,249 | |
| 3 | AON |
Aon plc
|
38,120 | $12,644,022 | |
| 4 | BRO |
Brown & Brown, Inc.
|
26,244 | $1,683,552 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,286 | $1,120,231 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
1,575 | $377,606 | |
| 7 | CRD-A |
Crawford & Co
|
11,404 | $128,523 |
All Filings in ERIE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,606 | 1,575 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $381,237 | 1,517 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $599,671 | 2,092 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $393,563 | 1,237 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $292,690 | 844 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $325,182 | 776 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $279,491 | 678 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $380,033 | 704 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $251,143 | 693 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $296,358 | 738 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||