Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,390,789
-$387,983 QoQ
Shares Held
5,801
-18.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#143
of 439 holders
Holding Since
Jun 2025
3 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, 2026Freestone Grove Partners LP holds $73,673,485 across 6 Insurance Brokers names. ERIE ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
150,548 | $34,561,304 | |
| 2 | NP |
Neptune Insurance Holdings Inc.
|
851,067 | $26,808,610 | |
| 3 | BWIN |
Baldwin Insurance Group, Inc.
|
327,679 | $8,709,707 | |
| 4 | ERIE |
Erie Indemnity Co
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|
5,801 | $1,390,789 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
24,384 | $1,182,624 | |
| 6 | CRVL |
Corvel Corp
|
16,322 | $1,020,451 |
All Filings in ERIE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,789 | 5,801 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,778,772 | 7,078 | 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. | ||||||