Position in ERIE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,476,873
+$1,391,209 QoQ
Shares Held
13,835
+90.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026STIFEL FINANCIAL CORP holds $523,019,891 across 9 Insurance Brokers names. ERIE ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,307,361 | $400,211,762 | |
| 2 | AON |
Aon plc
|
149,135 | $48,137,793 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
174,354 | $37,761,586 | |
| 4 | BRO |
Brown & Brown, Inc.
|
357,354 | $23,303,051 | |
| 5 | WTW |
Willis Towers Watson PLC
|
17,174 | $4,992,480 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
13,835 | $3,476,873 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
53,811 | $2,295,576 | |
| 8 | CRVL |
Corvel Corp
|
41,289 | $2,256,443 |
All Filings in ERIE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,476,873 | 13,835 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,085,664 | 7,276 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,185,122 | 6,868 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,358,518 | 6,801 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,852,472 | 6,807 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $350,168 | 872 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $273,964 | 818 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $266,173 | 906 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $209,652 | 905 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $329,801 | 1,326 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $201,190 | 905 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $260,495 | 1,479 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $370,870 | 1,925 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $343,457 | 1,925 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $372,197 | 1,925 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $540,787 | 2,448 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $732,870 | 2,984 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $635,675 | 3,023 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $586,062 | 3,054 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $456,134 | 3,077 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||