Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$447,613
+$59,842 QoQ
Shares Held
1,867
+21.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 439 holders
Holding Since
Mar 2025
6 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, 2026Independent Advisor Alliance holds $3,367,118 across 6 Insurance Brokers names. ERIE ranks #5 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,842 | $882,007 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,388 | $731,347 | |
| 3 | BRO |
Brown & Brown, Inc.
|
9,679 | $620,907 | |
| 4 | AON |
Aon plc
|
1,352 | $448,444 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
1,867 | $447,613 | |
| 6 | WTW |
Willis Towers Watson PLC
|
906 | $236,800 |
All Filings in ERIE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,613 | 1,867 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $387,771 | 1,543 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $376,657 | 1,314 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $403,744 | 1,269 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $411,638 | 1,187 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $448,802 | 1,071 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||