Position in ERIE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,157
-$104 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 439 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $214,830 across 7 Insurance Brokers names. ERIE ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
601 | $137,971 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
337 | $56,167 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
|
280 | $10,572 | |
| 4 | AON |
Aon plc
|
15 | $4,975 | |
| 5 | ERIE |
Erie Indemnity Co
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|
9 | $2,157 | |
| 6 | WTW |
Willis Towers Watson PLC
|
8 | $2,090 | |
| 7 | BRO |
Brown & Brown, Inc.
|
14 | $898 |
All Filings in ERIE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,157 | 9 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,261 | 9 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,873 | 17 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,408 | 17 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,895 | 17 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,542 | 18 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,420 | 18 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||