YOUSIF CAPITAL MANAGEMENT, LLC
Position in ERIE — Erie Indemnity Co
CIK 1858789
BLOOMFIELD HILLS, MI
Position in ERIE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,339,712
-$264,249 QoQ
Shares Held
22,272
-0.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#7
of 94 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $37,059,197 across 8 Insurance Brokers names. ERIE ranks #5 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
50,255 | $8,376,000 | |
| 2 | AON |
Aon plc
|
22,100 | $7,330,349 | |
| 3 | BRO |
Brown & Brown, Inc.
|
104,748 | $6,719,584 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
24,727 | $5,676,577 | |
| 5 | ERIE |
Erie Indemnity Co
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|
22,272 | $5,339,712 | |
| 6 | WTW |
Willis Towers Watson PLC
|
10,469 | $2,736,282 | |
| 7 | CRVL |
Corvel Corp
|
9,166 | $573,058 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
6,343 | $307,635 |
All Filings in ERIE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,339,712 | 22,272 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,603,961 | 22,299 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,384,146 | 18,783 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,129,670 | 19,266 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,445,092 | 18,585 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,257,799 | 19,706 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,695,914 | 4,114 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,646,451 | 3,050 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,701,553 | 10,214 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,469,474 | 11,130 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,817,083 | 11,397 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,393,274 | 11,550 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||