Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,973,622
+$969,388 QoQ
Shares Held
8,232
+106.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#114
of 439 holders
Holding Since
Mar 2025
6 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, 2026SummitTX Capital, L.P. holds $4,520,899 across 4 Insurance Brokers names. ERIE ranks #1 (43.7% of the industry book) .
All Filings in ERIE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,973,622 | 8,232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,004,234 | 3,996 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,837 | 1,353 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $253,891 | 798 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $212,582 | 613 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $544,345 | 1,299 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||