Position in ERIE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,251,481
+$734,941 QoQ
Shares Held
5,220
+189.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#152
of 439 holders
Holding Since
Mar 2020
19 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, 2026AE Wealth Management LLC holds $23,996,612 across 7 Insurance Brokers names. ERIE ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
107,554 | $17,925,998 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
8,332 | $1,912,754 | |
| 3 | BRO |
Brown & Brown, Inc.
|
22,062 | $1,415,257 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
5,220 | $1,251,481 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,303 | $601,925 | |
| 6 | AON |
Aon plc
|
1,805 | $598,690 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,990 | $290,507 |
All Filings in ERIE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,481 | 5,220 | Shares | Other | 2026-08-03 | |
| 2025-12-31 | $516,540 | 1,802 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $525,280 | 1,651 | Shares | Sole | 2025-11-03 | |
| 2024-09-30 | $517,686 | 959 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $324,202 | 968 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $284,388 | 968 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $209,883 | 906 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $472,816 | 1,901 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $421,055 | 1,894 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $418,013 | 2,175 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $383,082 | 2,175 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $419,035 | 2,175 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $360,943 | 2,023 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $391,147 | 2,023 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $446,900 | 2,023 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $496,848 | 2,023 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $425,396 | 2,023 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $397,808 | 2,073 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $307,301 | 2,073 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||