Position in ERIE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$56,794,299
-$7,728,607 QoQ
Shares Held
225,993
+0.4% QoQ
Ownership
0.489%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80%
Shared 15%
None 5%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,524,159,990 across 14 Insurance Brokers names. ERIE ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,253,769 | $404,691,555 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,033,933 | $352,785,677 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,000,558 | $290,862,208 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
853,192 | $184,784,320 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,710,837 | $111,563,678 | |
| 6 | CRVL |
Corvel Corp
|
1,160,553 | $63,424,219 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
225,993 | $56,794,299 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,333,871 | $29,265,127 |
All Filings in ERIE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,794,299 | 225,993 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $64,522,906 | 225,093 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $72,732,329 | 228,603 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,340,818 | 217,252 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $76,143,477 | 181,705 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,579,482 | 183,343 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $99,758,734 | 184,800 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $71,927,338 | 198,475 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $75,059,052 | 186,914 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $75,439,388 | 225,246 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $67,461,821 | 229,626 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $49,860,152 | 237,418 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $56,649,439 | 244,537 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $63,609,640 | 255,748 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $56,982,497 | 256,320 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $48,867,380 | 254,266 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $44,887,082 | 254,852 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $48,869,172 | 253,655 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $45,293,522 | 253,859 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $48,108,960 | 248,818 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $55,578,084 | 251,587 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $59,551,123 | 242,472 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $49,304,561 | 234,471 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $43,068,692 | 224,433 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $36,408,929 | 245,608 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||