Position in ERIE
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,248,256
+$1,085,439 QoQ
Shares Held
4,967
+774.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 96.51701228105496.ToString("F0")%
Shared 0.ToString("F0")%
None 3.4829877189450373.ToString("F0")%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FIFTH THIRD BANCORP holds $106,429,723 across 11 Insurance Brokers names. ERIE ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
218,950 | $47,420,191 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
223,674 | $38,796,255 | |
| 3 | AON |
Aon plc
|
26,074 | $8,416,165 | |
| 4 | BRO |
Brown & Brown, Inc.
|
65,788 | $4,290,035 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
79,193 | $1,737,494 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
63,302 | $1,531,275 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,845 | $1,408,441 | |
| 8 | ERIE |
Erie Indemnity Co
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|
4,967 | $1,248,256 |
All Filings in ERIE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,248,256 | 4,967 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $162,817 | 568 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $139,672 | 439 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $192,468 | 555 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $46,514 | 111 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $42,871 | 104 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $24,831 | 46 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $36,964 | 102 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $37,747 | 94 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $28,133 | 84 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $18,214 | 62 | Shares | Defined | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||