Position in ERIE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$462,913
-$30,125 QoQ
Shares Held
1,842
+7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $33,224,780 across 8 Insurance Brokers names. ERIE ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
52,380 | $9,085,311 | |
| 2 | BRO |
Brown & Brown, Inc.
|
118,788 | $7,746,165 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
35,731 | $7,738,619 | |
| 4 | AON |
Aon plc
|
17,879 | $5,770,983 | |
| 5 | WTW |
Willis Towers Watson PLC
|
4,682 | $1,361,057 | |
| 6 | CRD-A |
Crawford & Co
|
104,499 | $1,041,855 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
1,842 | $462,913 | |
| 8 | SLQT |
SelectQuote, Inc.
|
28,377 | $17,877 |
All Filings in ERIE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||