Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,664,601
+$589,708 QoQ
Shares Held
14,582
+35.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Vident Advisory, LLC holds $34,850,783 across 7 Insurance Brokers names. ERIE ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
41,968 | $12,200,095 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
54,750 | $11,857,753 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
22,222 | $3,854,403 | |
| 4 | ERIE |
Erie Indemnity Co
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|
14,582 | $3,664,601 | |
| 5 | AON |
Aon plc
|
6,872 | $2,218,143 | |
| 6 | BRO |
Brown & Brown, Inc.
|
14,194 | $925,590 | |
| 7 | CRD-A |
Crawford & Co
|
13,059 | $130,198 |
All Filings in ERIE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||