Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,136,882
+$1,472,281 QoQ
Shares Held
21,426
+46.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#70
of 440 holders
Holding Since
Dec 2023
11 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, 2026Vident Advisory, LLC holds $45,172,432 across 7 Insurance Brokers names. ERIE ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
58,209 | $15,214,083 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
61,671 | $14,157,808 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,852 | $6,142,121 | |
| 4 | ERIE |
Erie Indemnity Co
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|
21,426 | $5,136,882 | |
| 5 | AON |
Aon plc
|
7,709 | $2,556,996 | |
| 6 | BRO |
Brown & Brown, Inc.
|
28,330 | $1,817,368 | |
| 7 | CRD-A |
Crawford & Co
|
13,059 | $147,174 |
All Filings in ERIE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,136,882 | 21,426 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,664,601 | 14,582 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,074,893 | 10,727 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,338,452 | 10,493 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $681,788 | 1,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,302,260 | 5,494 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,165,381 | 17,382 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,951,228 | 9,172 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,685,884 | 4,652 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,035,156 | 5,068 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $381,473 | 1,139 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||