Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,382,352
+$7,552,328 QoQ
Shares Held
68,331
+94.5% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,555,114,652 across 18 Insurance Brokers names. ERIE ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
12,175,974 | $4,038,648,808 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
14,356,764 | $3,295,882,303 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,730,329 | $788,403,924 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,097,240 | $198,687,942 | |
| 5 | WTW |
Willis Towers Watson PLC
|
322,804 | $84,371,275 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,155,677 | $43,638,361 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
1,348,503 | $42,477,844 | |
| 8 | ARX |
Accelerant Holdings
|
2,176,807 | $25,512,176 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,382,352 | 68,331 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $8,830,024 | 35,136 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $14,101,742 | 49,195 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $42,737,791 | 134,328 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $42,126,310 | 121,475 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $42,330,752 | 101,016 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $31,542,186 | 76,516 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $40,342,365 | 74,733 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $45,748,649 | 126,238 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $48,136,995 | 119,872 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $35,724,239 | 106,665 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $30,156,659 | 102,647 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $18,173,003 | 86,534 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $18,820,055 | 81,240 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $9,181,743 | 36,916 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,716,622 | 93,188 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,507,253 | 49,468 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,353,228 | 24,716 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,182,647 | 21,710 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,026,089 | 28,170 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,844,625 | 66,432 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $15,030,274 | 68,038 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,256,495 | 29,546 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $5,880,688 | 27,966 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,934,543 | 10,081 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,651,541 | 11,141 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||