Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,368,242
+$121,141 QoQ
Shares Held
22,391
+7.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#68
of 439 holders
Holding Since
Sep 2024
7 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, 2026Cresset Asset Management, LLC holds $62,771,540 across 8 Insurance Brokers names. ERIE ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
346,609 | $22,234,967 | |
| 2 | ARX |
Accelerant Holdings
|
1,839,620 | $21,560,346 | |
| 3 | ERIE |
Erie Indemnity Co
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|
22,391 | $5,368,242 | |
| 4 | AON |
Aon plc
|
15,577 | $5,166,735 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
19,882 | $4,564,310 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,049 | $2,508,216 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
25,616 | $967,260 | |
| 8 | WTW |
Willis Towers Watson PLC
|
1,536 | $401,464 |
All Filings in ERIE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,368,242 | 22,391 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,247,101 | 20,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $501,445,731 | 1,749,331 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $556,565,878 | 1,749,327 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $606,647,723 | 1,749,323 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $732,668,696 | 1,748,404 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $208,370 | 386 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||