Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$108,846
-$5,248 QoQ
Shares Held
454
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 431 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Smartleaf Asset Management LLC holds $2,925,378 across 10 Insurance Brokers names. ERIE ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,641 | $1,440,195 | |
| 2 | AON |
Aon plc
|
1,945 | $645,137 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,195 | $503,906 | |
| 4 | WTW |
Willis Towers Watson PLC
|
604 | $157,867 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
454 | $108,846 | |
| 6 | BRO |
Brown & Brown, Inc.
|
821 | $52,667 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
193 | $9,360 | |
| 8 | CRVL |
Corvel Corp
|
103 | $6,439 |
All Filings in ERIE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,846 | 454 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $114,094 | 454 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $133,005 | 464 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $161,625 | 508 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $76,987 | 222 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,114 | 153 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,619 | 3 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $3,212 | 8 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||