Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,108
+$81,230 QoQ
Shares Held
843
+75.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 439 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $47,862,740 across 13 Insurance Brokers names. ERIE ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,572 | $11,928,904 | |
| 2 | CRVL |
Corvel Corp
|
150,104 | $9,384,500 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
30,798 | $7,070,295 | |
| 4 | BRO |
Brown & Brown, Inc.
|
97,491 | $6,254,046 | |
| 5 | WTW |
Willis Towers Watson PLC
|
20,504 | $5,359,129 | |
| 6 | AON |
Aon plc
|
12,226 | $4,055,240 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
129,339 | $3,437,830 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
843 | $202,108 |
All Filings in ERIE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,108 | 843 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $120,878 | 481 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $130,139 | 454 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $141,581 | 445 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $1 | 5 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $1,111 | 5 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,345 | 7 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $528 | 3 | Shares | Defined | 2022-05-13 | |
| 2020-03-31 | $1,037 | 7 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||