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Equibles

STIFEL FINANCIAL CORP

Position in ERIE — Erie Indemnity Co

CIK 720672 ST. LOUIS, MO
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,268,990
-$207,883 QoQ
Shares Held
13,635
-1.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 440 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in ERIE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $491,023,306 across 10 Insurance Brokers names. ERIE ranks #6 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 2,212,398 $368,740,372
2 AON
Aon plc
 127,310 $42,227,450
3 AJG
Arthur J. Gallagher & Co.
 174,924 $40,157,299
4 BRO
Brown & Brown, Inc.
 374,725 $24,038,606
5 WTW
Willis Towers Watson PLC
 19,326 $5,051,234
6 ERIE
Erie Indemnity Co
This page 		13,635 $3,268,990
7 GSHD
Goosehead Insurance, Inc.
 59,367 $2,879,298
8 RYAN
Ryan Specialty Holdings, Inc.
 56,622 $2,138,046

All Filings in ERIE

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,268,990 13,635
2026-03-31 $3,476,873 13,835
2025-12-31 $2,085,664 7,276
2025-09-30 $2,185,122 6,868
2025-06-30 $2,358,518 6,801
2025-03-31 $2,852,472 6,807
2024-03-31 $350,168 872
2023-12-31 $273,964 818
2023-09-30 $266,173 906
2023-03-31 $209,652 905
2022-12-31 $329,801 1,326
2022-09-30 $201,190 905
2022-03-31 $260,495 1,479
2021-12-31 $370,870 1,925
2021-09-30 $343,457 1,925
2021-06-30 $372,197 1,925
2021-03-31 $540,787 2,448
2020-12-31 $732,870 2,984
2020-09-30 $635,675 3,023
2020-06-30 $586,062 3,054
2020-03-31 $456,134 3,077