Position in ERIE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$21,843,622
+$20,260,520 QoQ
Shares Held
91,110
+1331.4% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#2
of 94 holders
Holding Since
Dec 2021
3 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, 2026CWA Asset Management Group, LLC holds $23,604,465 across 5 Insurance Brokers names. ERIE ranks #1 (92.5% of the industry book) .
All Filings in ERIE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,843,622 | 91,110 | Shares | Sole | 2026-07-14 | |
| 2022-12-31 | $1,583,102 | 6,365 | Shares | Sole | 2023-01-09 | |
| 2021-12-31 | $3,102,789 | 16,105 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||