Position in ERIE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$231,358
+$94,143 QoQ
Shares Held
965
+76.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
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, 2026CX Institutional holds $11,628,255 across 6 Insurance Brokers names. ERIE ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56,534 | $9,422,521 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,651 | $608,590 | |
| 3 | AON |
Aon plc
|
1,765 | $585,432 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,500 | $392,055 | |
| 5 | BRO |
Brown & Brown, Inc.
|
6,053 | $388,299 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
965 | $231,358 |
All Filings in ERIE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,358 | 965 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $137,215 | 546 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $211,261 | 737 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $157,807 | 496 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $175,128 | 505 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $281,601 | 672 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||