Position in ERIE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,438
-$2,582 QoQ
Shares Held
6
-62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 439 holders
Holding Since
Mar 2025
6 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, 2026Activest Wealth Management holds $8,058 across 7 Insurance Brokers names. ERIE ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
11 | $2,525 | |
| 2 | AON |
Aon plc
|
6 | $1,990 | |
| 3 | ERIE |
Erie Indemnity Co
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|
6 | $1,438 | |
| 4 | BRO |
Brown & Brown, Inc.
|
14 | $898 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5 | $833 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1 | $261 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
3 | $113 |
All Filings in ERIE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438 | 6 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,020 | 16 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,293 | 8 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,272 | 4 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,257 | 3 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||