Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$913,927
+$138,385 QoQ
Shares Held
3,812
+23.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#172
of 439 holders
Holding Since
Mar 2023
14 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, 2026OSTRUM ASSET MANAGEMENT holds $11,974,894 across 6 Insurance Brokers names. ERIE ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,518 | $3,820,405 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,782 | $3,630,405 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
7,204 | $1,653,822 | |
| 4 | WTW |
Willis Towers Watson PLC
|
3,971 | $1,037,900 | |
| 5 | BRO |
Brown & Brown, Inc.
|
14,317 | $918,435 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
3,812 | $913,927 |
All Filings in ERIE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,927 | 3,812 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $775,542 | 3,086 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,095,862 | 3,823 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,619,752 | 5,091 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $84,963 | 245 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $105,181 | 251 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $111,302 | 270 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $150,609 | 279 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $100,022 | 276 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $119,266 | 297 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $99,471 | 297 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,310,303 | 4,460 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $943,154 | 4,491 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,039,458 | 4,487 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||