Position in ERIE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,488,128
+$239,872 QoQ
Shares Held
6,207
+25.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 439 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FIFTH THIRD BANCORP holds $104,655,235 across 11 Insurance Brokers names. ERIE ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
212,739 | $48,838,492 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
187,105 | $31,184,790 | |
| 3 | AON |
Aon plc
|
27,411 | $9,091,954 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
185,553 | $4,931,998 | |
| 5 | BRO |
Brown & Brown, Inc.
|
60,948 | $3,909,814 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
63,450 | $1,998,675 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
6,207 | $1,488,128 | |
| 8 | WTW |
Willis Towers Watson PLC
|
5,527 | $1,444,591 |
All Filings in ERIE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,128 | 6,207 | Shares | Defined | 2026-08-05 | |
| 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. | ||||||