Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,445,444
-$2,063,483 QoQ
Shares Held
18,542
-28.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $903,232,602 across 19 Insurance Brokers names. ERIE ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
325,319 | $12,284,044 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,445,444 | 18,542 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,508,927 | 25,900 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,675,303 | 9,333 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,952,228 | 6,136 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,636,848 | 4,720 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,722,984 | 6,498 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,375,267 | 5,762 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,078,844 | 3,851 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,266,586 | 3,495 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,146,882 | 2,856 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $975,285 | 2,912 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $986,250 | 3,357 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $918,582 | 4,374 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,570,885 | 6,781 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,441,580 | 5,796 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,549,054 | 6,968 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,618,046 | 8,419 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,410,271 | 8,007 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,367,499 | 7,098 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,079,080 | 28,467 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,862,993 | 66,527 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $27,212,354 | 123,183 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,196,016 | 86,303 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,176,131 | 29,371 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $16,803,146 | 87,562 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,234,594 | 21,820 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||