Position in ERIE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$13,426
+$12,170 QoQ
Shares Held
56
+1020.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#361
of 439 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $198,631 across 7 Insurance Brokers names. ERIE ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
368 | $61,334 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
222 | $50,964 | |
| 3 | AON |
Aon plc
|
153 | $50,748 | |
| 4 | ERIE |
Erie Indemnity Co
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|
56 | $13,426 | |
| 5 | WTW |
Willis Towers Watson PLC
|
48 | $12,545 | |
| 6 | BRO |
Brown & Brown, Inc.
|
142 | $9,109 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
19 | $505 |
All Filings in ERIE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,426 | 56 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,256 | 5 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $573 | 2 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $636 | 2 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $693 | 2 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $838 | 2 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $824 | 2 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,079 | 2 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $724 | 2 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $803 | 2 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $669 | 2 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||