Position in ERIE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$35,483
+$16,887 QoQ
Shares Held
148
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 110 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $5,122,586 across 15 Insurance Brokers names. ERIE ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,005 | $1,660,108 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
6,503 | $1,492,893 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,543 | $1,257,191 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,022 | $267,120 | |
| 5 | CRD-A |
Crawford & Co
|
15,175 | $171,022 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,662 | $170,767 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
148 | $35,483 | |
| 8 | CRVL |
Corvel Corp
|
424 | $26,508 |
All Filings in ERIE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,483 | 148 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $18,596 | 74 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $24,651 | 86 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,907 | 72 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,992 | 49 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $13,828 | 33 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $15,664 | 38 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,433 | 36 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,321 | 34 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,858 | 37 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,061 | 39 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $7,050 | 24 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,040 | 24 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $5,559 | 24 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $5,969 | 24 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||