Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,482,761
+$3,584,450 QoQ
Shares Held
143,828
+17.0% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 440 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $559,390,668 across 20 Insurance Brokers names. ERIE ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
982,810 | $163,804,940 | |
| 2 | AON |
Aon plc
|
394,135 | $130,730,637 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
492,767 | $113,124,518 | |
| 4 | WTW |
Willis Towers Watson PLC
|
232,524 | $60,774,796 | |
| 5 | BRO |
Brown & Brown, Inc.
|
770,928 | $49,455,029 | |
| 6 | ERIE |
Erie Indemnity Co
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|
143,828 | $34,482,761 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
53,810 | $2,031,864 | |
| 8 | CRD-A |
Crawford & Co
|
127,547 | $1,437,448 |
All Filings in ERIE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,482,761 | 143,828 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,898,311 | 122,949 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,832,366 | 83,141 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,615,038 | 83,653 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $29,744,870 | 85,772 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $35,259,285 | 84,141 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $29,852,047 | 72,416 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $48,375,428 | 89,614 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $7,901,044 | 21,802 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $13,959,375 | 34,762 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $14,955,181 | 44,653 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $25,455,727 | 86,646 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $3,869,853 | 18,427 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $4,104,087 | 17,716 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $6,155,322 | 24,748 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $3,922,881 | 17,646 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,590,877 | 18,684 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,571,211 | 20,276 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,819,102 | 30,204 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,361,342 | 30,049 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,227,028 | 32,206 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,347,908 | 33,262 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,204,837 | 25,264 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,555,925 | 21,666 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,446,148 | 12,747 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,225,944 | 8,270 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||