Position in ERIE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,186,043
-$3,909 QoQ
Shares Held
4,947
+4.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 439 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $29,486,326 across 7 Insurance Brokers names. ERIE ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
44,550 | $14,776,789 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
42,881 | $9,844,191 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,106 | $2,351,047 | |
| 4 | ERIE |
Erie Indemnity Co
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|
4,947 | $1,186,043 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,799 | $470,204 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
11,535 | $435,561 | |
| 7 | BRO |
Brown & Brown, Inc.
|
6,586 | $422,491 |
All Filings in ERIE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,043 | 4,947 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,189,952 | 4,735 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,440,989 | 5,027 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,597,163 | 5,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,737,764 | 5,011 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,096,926 | 5,004 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,447,409 | 5,937 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,934,461 | 5,436 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,967,469 | 5,429 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,176,910 | 5,421 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,863,159 | 5,563 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,631,709 | 5,554 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,004,057 | 4,781 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,105,944 | 4,774 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,338,611 | 5,382 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,192,248 | 5,363 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,029,946 | 5,359 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $938,244 | 5,327 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,023,217 | 5,311 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $946,161 | 5,303 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,023,788 | 5,295 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,168,172 | 5,288 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,490,300 | 6,068 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $3,995 | 19 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||