Position in ERIE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,918
-$595 QoQ
Shares Held
8
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#402
of 439 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $419,426 across 7 Insurance Brokers names. ERIE ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
967 | $221,994 | |
| 2 | AON |
Aon plc
|
503 | $166,840 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
108 | $18,000 | |
| 4 | BRO |
Brown & Brown, Inc.
|
106 | $6,799 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11 | $2,875 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
8 | $1,918 | |
| 7 | CRVL |
Corvel Corp
|
16 | $1,000 |
All Filings in ERIE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,918 | 8 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,513 | 10 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,006 | 7 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $636 | 2 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $693 | 2 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||