Position in ERIE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$445,215
+$20,502 QoQ
Shares Held
1,857
+9.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#250
of 439 holders
Holding Since
Sep 2023
12 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, 2026Blue Trust, Inc. holds $4,449,383 across 7 Insurance Brokers names. ERIE ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,142 | $2,357,046 | |
| 2 | WTW |
Willis Towers Watson PLC
|
1,968 | $514,376 | |
| 3 | AON |
Aon plc
|
1,476 | $489,573 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
2,070 | $475,209 | |
| 5 | ERIE |
Erie Indemnity Co
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|
1,857 | $445,215 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,098 | $134,585 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
884 | $33,379 |
All Filings in ERIE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,215 | 1,857 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $424,713 | 1,690 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $485,584 | 1,694 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $537,053 | 1,688 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $580,525 | 1,674 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $129,485 | 309 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $93,575 | 227 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $100,946 | 187 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $34,427 | 95 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $19,676 | 49 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $5 | 17 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $1 | 3 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||