Position in ERIE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15,738,868
-$758,879 QoQ
Shares Held
65,647
0.0% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
5.47%
of 13F equity value
Holder Rank
#4
of 94 holders
Holding Since
Dec 2020
23 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, 2026Allegheny Financial Group holds $15,738,868 across 1 Insurance Brokers name. ERIE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
This page
|
65,647 | $15,738,868 |
All Filings in ERIE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,738,868 | 65,647 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $16,497,747 | 65,647 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $18,817,712 | 65,647 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $20,883,067 | 65,637 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,763,642 | 65,641 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,505,184 | 65,637 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,120,199 | 65,789 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,432,705 | 65,638 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,252,170 | 66,921 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $26,395,196 | 65,730 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,556,933 | 70,336 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $20,661,956 | 70,329 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,511,128 | 73,859 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $17,124,538 | 73,921 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $18,397,072 | 73,967 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $18,175,620 | 81,758 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $15,711,148 | 81,748 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,396,513 | 81,738 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $15,745,523 | 81,727 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $14,580,125 | 81,718 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $15,798,241 | 81,708 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,052,544 | 81,719 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $20,068,467 | 81,712 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||