Position in ERIE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$875,327
+$15,093 QoQ
Shares Held
3,651
+6.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 439 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NEOS Investment Management LLC holds $41,952,555 across 6 Insurance Brokers names. ERIE ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
78,716 | $13,119,595 | |
| 2 | AON |
Aon plc
|
34,465 | $11,431,695 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,756 | $9,585,924 | |
| 4 | WTW |
Willis Towers Watson PLC
|
14,890 | $3,891,799 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,517 | $3,048,215 | |
| 6 | ERIE |
Erie Indemnity Co
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|
3,651 | $875,327 |
All Filings in ERIE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,327 | 3,651 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $860,234 | 3,423 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $345,986 | 1,207 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $384,019 | 1,207 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $381,815 | 1,101 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $461,374 | 1,101 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $455,514 | 1,105 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||