Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$126,172,512
+$5,598,499 QoQ
Shares Held
526,267
+9.7% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 440 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, 2026BANK OF AMERICA CORP /DE/ holds $2,063,768,750 across 18 Insurance Brokers names. ERIE ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
969,101 | $36,593,251 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,184,085 | $31,472,976 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,172,512 | 526,267 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $120,574,013 | 479,782 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $104,452,104 | 364,389 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $91,745,569 | 288,363 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $77,726,039 | 224,130 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $51,408,632 | 122,679 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,758,034 | 28,523 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,099,974 | 42,792 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,670,504 | 29,444 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,244,269 | 30,491 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,467,496 | 13,339 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,015,985 | 6,862 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,174,996 | 19,880 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,476,278 | 53,856 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,419,916 | 33,853 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,967,514 | 22,345 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,752,386 | 9,118 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,072,453 | 6,089 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,605,433 | 8,333 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,111,420 | 11,834 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,002,517 | 5,185 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,727,956 | 7,822 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,785,511 | 7,270 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,717,237 | 12,922 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,735,150 | 14,253 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,771,669 | 25,443 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||