Cornerstone Financial Management LLC
Position in ERIE — Erie Indemnity Co
CIK 2110329
PROVIDENCE, RI
Position in ERIE
as of Jun 30, 2026
· filed Aug 28, 2026
Position Value
$1,678
+$422 QoQ
Shares Held
7
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 439 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cornerstone Financial Management LLC holds $87,532 across 7 Insurance Brokers names. ERIE ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
120 | $39,802 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
56 | $12,855 | |
| 3 | BRO |
Brown & Brown, Inc.
|
181 | $11,611 | |
| 4 | WTW |
Willis Towers Watson PLC
|
37 | $9,670 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55 | $9,166 | |
| 6 | CRVL |
Corvel Corp
|
44 | $2,750 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
7 | $1,678 |
All Filings in ERIE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678 | 7 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 | $1,256 | 5 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||