Freestone Grove Partners LP

Position in ERIE — Erie Indemnity Co

CIK 2007591 San Francisco, CA

Position in ERIE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,778,772

+$1,416,377 QoQ

Shares Held

7,078

+577.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Freestone Grove Partners LP holds $36,152,056 across 4 Insurance Brokers names. ERIE ranks #2 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	150,106	$32,509,957
2	ERIE	Erie Indemnity Co This page	7,078	$1,778,772
3	CRVL	Corvel Corp	18,016	$984,574
4	GSHD	Goosehead Insurance, Inc.	20,599	$878,753

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,778,772	7,078	+577.3%	Shares	Sole	2026-05-15
2025-06-30	$362,395	1,045	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.