Position in ERIE
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$482,856
New position
Shares Held
2,014
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 439 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 6%
Shared 0%
None 94%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $109,033,914 across 12 Insurance Brokers names. ERIE ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304,876 | $50,813,682 | |
| 2 | AON |
Aon plc
|
73,158 | $24,265,776 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
96,002 | $22,039,178 | |
| 4 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
56,935 | $2,761,347 | |
| 6 | BRO |
Brown & Brown, Inc.
|
40,150 | $2,575,622 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,845 | $2,050,447 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
2,014 | $482,856 |
All Filings in ERIE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,856 | 2,014 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||