Position in ERIE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$264,923
New position
Shares Held
1,105
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 124 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $14,106,099 across 8 Insurance Brokers names. ERIE ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
9,279 | $3,077,751 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
12,157 | $2,790,882 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
103,226 | $2,743,747 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
16,262 | $2,710,387 | |
| 5 | BRO |
Brown & Brown, Inc.
|
22,415 | $1,437,922 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,245 | $848,145 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
1,105 | $264,923 | |
| 8 | CRD-A |
Crawford & Co
|
20,616 | $232,342 |
All Filings in ERIE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,923 | 1,105 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||