Steward Partners Investment Advisory, LLC
Position in ERIE — Erie Indemnity Co
CIK 1723397
STAMFORD, CT
Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,877
New position
Shares Held
12
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#392
of 439 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $13,323,369 across 7 Insurance Brokers names. ERIE ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
17,813 | $4,089,330 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,278 | $3,546,404 | |
| 3 | AON |
Aon plc
|
9,449 | $3,134,138 | |
| 4 | BRO |
Brown & Brown, Inc.
|
25,976 | $1,666,360 | |
| 5 | CRVL |
Corvel Corp
|
7,438 | $465,023 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,604 | $419,237 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
12 | $2,877 |
All Filings in ERIE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,877 | 12 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||