Position in ERIE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$719
-$2,045 QoQ
Shares Held
3
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 439 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $453,352 across 7 Insurance Brokers names. ERIE ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
869 | $144,836 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
350 | $80,349 | |
| 4 | BRO |
Brown & Brown, Inc.
|
695 | $44,584 | |
| 5 | WTW |
Willis Towers Watson PLC
|
55 | $14,375 | |
| 6 | CRVL |
Corvel Corp
|
37 | $2,313 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
3 | $719 |
All Filings in ERIE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719 | 3 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,764 | 11 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,586 | 16 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,999 | 22 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,427 | 7 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,028 | 12 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,710 | 9 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $5,398 | 10 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,174 | 6 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||