Position in ERIE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$964,514
+$501,601 QoQ
Shares Held
4,023
+118.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 440 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $35,649,484 across 8 Insurance Brokers names. ERIE ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
133,226 | $8,546,447 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
37,074 | $8,511,078 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
49,512 | $8,252,165 | |
| 4 | AON |
Aon plc
|
20,071 | $6,657,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,800 | $1,515,946 | |
| 6 | CRD-A |
Crawford & Co
|
104,536 | $1,178,120 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
4,023 | $964,514 | |
| 8 | SLQT |
SelectQuote, Inc.
|
28,377 | $23,865 |
All Filings in ERIE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,514 | 4,023 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $462,913 | 1,842 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $493,038 | 1,720 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,099,879 | 3,457 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,192,610 | 3,439 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,591,551 | 3,798 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,502,166 | 3,644 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,306,904 | 2,421 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $859,612 | 2,372 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $798,321 | 1,988 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $575,057 | 1,717 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $504,143 | 1,716 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $355,966 | 1,695 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $405,868 | 1,752 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $418,844 | 1,684 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $307,454 | 1,383 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,414 | 1,381 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $242,883 | 1,379 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $265,292 | 1,377 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $245,505 | 1,376 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $324,054 | 1,676 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $256,697 | 1,162 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $285,387 | 1,162 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $244,135 | 1,161 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $222,604 | 1,160 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||