Position in ERIE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$959
+$673 QoQ
Shares Held
4
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 439 holders
Holding Since
Jun 2025
3 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, 2026Rialto Wealth Management, LLC holds $83,893 across 9 Insurance Brokers names. ERIE ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
254 | $42,334 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
86 | $19,743 | |
| 3 | BRO |
Brown & Brown, Inc.
|
118 | $7,569 | |
| 4 | AON |
Aon plc
|
22 | $7,297 | |
| 5 | WTW |
Willis Towers Watson PLC
|
12 | $3,136 | |
| 6 | CRVL |
Corvel Corp
|
27 | $1,688 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
4 | $959 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
16 | $604 |
All Filings in ERIE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959 | 4 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $286 | 1 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $693 | 2 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||