Position in ERIE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,637
New position
Shares Held
11
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#394
of 439 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bare Financial Services, Inc holds $61,668 across 10 Insurance Brokers names. ERIE ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
65 | $14,921 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
83 | $13,832 | |
| 3 | BRO |
Brown & Brown, Inc.
|
131 | $8,403 | |
| 4 | RYAN |
Ryan Specialty Holdings, Inc.
|
140 | $5,286 | |
| 5 | CRVL |
Corvel Corp
|
82 | $5,126 | |
| 6 | AON |
Aon plc
|
15 | $4,975 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
169 | $4,492 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
11 | $2,637 |
All Filings in ERIE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,637 | 11 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||