Position in ERIE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$239
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#437
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, 2026LRI Investments, LLC holds $575,396 across 7 Insurance Brokers names. ERIE ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
693 | $229,860 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
550 | $126,263 | |
| 3 | WTW |
Willis Towers Watson PLC
|
334 | $87,297 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
511 | $85,167 | |
| 5 | BRO |
Brown & Brown, Inc.
|
534 | $34,255 | |
| 6 | CRVL |
Corvel Corp
|
197 | $12,315 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
1 | $239 |
All Filings in ERIE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239 | 1 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||