Position in ERIE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$512,345
+$101,454 QoQ
Shares Held
2,137
+30.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#236
of 439 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026V-Square Quantitative Management LLC holds $5,288,101 across 6 Insurance Brokers names. ERIE ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
10,357 | $1,726,201 | |
| 2 | AON |
Aon plc
|
3,913 | $1,297,902 | |
| 3 | WTW |
Willis Towers Watson PLC
|
2,721 | $711,187 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
2,515 | $577,368 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
2,137 | $512,345 | |
| 6 | BRO |
Brown & Brown, Inc.
|
7,219 | $463,098 |
All Filings in ERIE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,345 | 2,137 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $410,891 | 1,635 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $318,181 | 1,110 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $242,406 | 699 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $222,096 | 530 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $218,481 | 530 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $231,582 | 429 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||