Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,877
-$138 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#391
of 439 holders
Holding Since
Mar 2026
2 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, 2026Truvestments Capital LLC holds $26,607 across 3 Insurance Brokers names. ERIE ranks #3 (10.8% of the industry book) .
All Filings in ERIE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,877 | 12 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,015 | 12 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||