Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$718,530
+$34,967 QoQ
Shares Held
2,997
+10.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 431 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HUNTINGTON NATIONAL BANK holds $13,476,438 across 9 Insurance Brokers names. ERIE ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
20,879 | $5,457,144 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
26,305 | $4,384,253 | |
| 3 | AON |
Aon plc
|
4,388 | $1,455,455 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,234 | $742,429 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
2,997 | $718,530 | |
| 6 | BRO |
Brown & Brown, Inc.
|
11,082 | $710,910 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
148 | $3,933 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
78 | $3,783 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,530 | 2,997 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $683,563 | 2,720 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $798,606 | 2,786 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $871,758 | 2,740 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $925,235 | 2,668 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,153,644 | 2,753 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,133,220 | 2,749 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,462,912 | 2,710 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $983,191 | 2,713 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,088,254 | 2,710 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $907,633 | 2,710 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $796,170 | 2,710 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $569,127 | 2,710 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $627,798 | 2,710 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $674,031 | 2,710 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $602,460 | 2,710 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $520,834 | 2,710 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $477,312 | 2,710 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $522,108 | 2,710 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $751,148 | 4,210 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $814,003 | 4,210 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $930,031 | 4,210 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $1,033,976 | 4,210 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $944,367 | 4,491 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $861,822 | 4,491 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $665,745 | 4,491 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||