Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$164,606
-$89,651 QoQ
Shares Held
655
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 26%
Shared 1%
None 73%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $56,990,270 across 11 Insurance Brokers names. ERIE ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,261 | $23,634,469 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
72,485 | $15,698,799 | |
| 3 | AON |
Aon plc
|
24,891 | $8,034,315 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,656 | $5,585,626 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,686 | $3,397,119 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
6,860 | $292,647 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
655 | $164,606 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
5,029 | $110,335 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,606 | 655 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $254,257 | 887 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $238,300 | 749 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $258,011 | 744 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $288,724 | 689 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $270,421 | 656 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $335,225 | 621 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $197,144 | 544 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $220,862 | 550 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $190,903 | 570 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $143,074 | 487 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $119,495 | 569 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $126,485 | 546 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $129,831 | 522 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $106,708 | 480 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $90,712 | 472 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $85,422 | 485 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $188,420 | 978 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $157,008 | 880 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $144,238 | 746 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $225,548 | 1,021 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $243,143 | 990 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $222,686 | 1,059 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $156,398 | 815 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $139,345 | 940 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||