Position in ERIE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,420,998
+$93,579 QoQ
Shares Held
5,927
+12.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 439 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IFM Investors Pty Ltd holds $56,024,530 across 6 Insurance Brokers names. ERIE ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
106,629 | $17,771,855 | |
| 2 | AON |
Aon plc
|
46,337 | $15,369,519 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
57,035 | $13,093,524 | |
| 4 | WTW |
Willis Towers Watson PLC
|
20,619 | $5,389,188 | |
| 5 | BRO |
Brown & Brown, Inc.
|
46,445 | $2,979,446 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
5,927 | $1,420,998 |
All Filings in ERIE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,420,998 | 5,927 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,327,419 | 5,282 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,544,030 | 4,853 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,682,971 | 4,853 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,029,040 | 4,842 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $2,065,684 | 5,011 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $2,870,222 | 5,317 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,926,880 | 5,317 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,135,147 | 5,317 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $1,699,868 | 5,786 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,215,117 | 5,786 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,340,384 | 5,786 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,416,957 | 5,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,204,475 | 5,418 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,041,285 | 5,418 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $954,272 | 5,418 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $806,667 | 4,187 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $747,044 | 4,187 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $809,556 | 4,187 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $516,708 | 2,339 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $574,458 | 2,339 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $497,101 | 2,364 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $335,057 | 1,746 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $310,859 | 2,097 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||