Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,095,652
-$39,949,012 QoQ
Shares Held
8,741
-94.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $1,032,932,809 across 11 Insurance Brokers names. ERIE ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
2,219,141 | $509,448,192 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,485,628 | $247,609,613 | |
| 3 | AON |
Aon plc
|
389,485 | $129,188,274 | |
| 4 | WTW |
Willis Towers Watson PLC
|
447,049 | $116,845,194 | |
| 5 | TWFG |
TWFG, Inc.
|
781,912 | $18,804,983 | |
| 6 | BRO |
Brown & Brown, Inc.
|
123,853 | $7,945,166 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
8,741 | $2,095,652 | |
| 8 | CRVL |
Corvel Corp
|
9,698 | $606,317 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,095,652 | 8,741 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $42,044,664 | 167,302 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $143,124,917 | 499,302 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $219,225,600 | 689,042 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $241,518,771 | 696,441 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $298,903,335 | 713,288 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $295,389,587 | 716,565 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $389,250,704 | 721,075 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $282,001,196 | 778,149 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $310,352,971 | 772,849 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $271,590,311 | 810,911 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $237,915,841 | 809,816 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $219,583,515 | 1,045,586 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $246,309,945 | 1,063,239 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $260,746,854 | 1,048,355 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $232,690,320 | 1,046,693 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $203,937,420 | 1,061,124 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $189,386,247 | 1,075,264 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $208,457,347 | 1,081,996 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $194,686,015 | 1,091,167 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $213,645,948 | 1,104,970 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $246,767,734 | 1,117,051 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $278,070,528 | 1,132,209 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $245,242,414 | 1,166,266 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $225,283,115 | 1,173,961 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $174,086,087 | 1,174,353 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||