Position in ERIE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,198
+$505 QoQ
Shares Held
5
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#415
of 439 holders
Holding Since
Jun 2025
2 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, 2026TFC Financial Management, Inc. holds $34,800 across 7 Insurance Brokers names. ERIE ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
376 | $24,120 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
20 | $3,333 | |
| 3 | AON |
Aon plc
|
10 | $3,316 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
5 | $1,198 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
5 | $1,147 | |
| 6 | WTW |
Willis Towers Watson PLC
|
4 | $1,045 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
17 | $641 |
All Filings in ERIE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198 | 5 | Shares | Sole | 2026-07-23 | |
| 2025-06-30 | $693 | 2 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||