Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$436,022
-$441,986 QoQ
Shares Held
1,735
-43.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $30,337,911 across 16 Insurance Brokers names. ERIE ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
52,199 | $9,053,915 | |
| 2 | AON |
Aon plc
|
23,049 | $7,439,754 | |
| 3 | BRO |
Brown & Brown, Inc.
|
92,766 | $6,049,269 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
27,518 | $5,959,846 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,430 | $997,100 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
1,735 | $436,022 | |
| 7 | LIFE |
Ethos Technologies Inc.
|
23,250 | $259,702 | |
| 8 | ARX |
Accelerant Holdings
|
3,498 | $46,733 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,022 | 1,735 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $878,008 | 3,063 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,320,612 | 13,580 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,943,695 | 11,372 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $3,743,373 | 8,933 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,479,219 | 8,440 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $4,594,946 | 8,512 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,170,999 | 8,750 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,379,119 | 10,905 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,712,921 | 11,086 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,633,126 | 19,174 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,342,239 | 11,153 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $2,620,767 | 11,313 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,900,818 | 11,663 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,487,425 | 11,189 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,149,067 | 11,182 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,123,069 | 12,054 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,325,020 | 12,068 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,222,041 | 12,454 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,434,082 | 12,589 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $2,692,670 | 12,189 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,009,581 | 12,254 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,589,176 | 12,313 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,315,463 | 12,066 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,797,704 | 12,127 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||