Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,159,187
+$312,311 QoQ
Shares Held
9,006
+22.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 439 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $1,299,014,370 across 13 Insurance Brokers names. ERIE ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,535,138 | $922,541,447 | |
| 2 | AON |
Aon plc
|
692,802 | $229,795,492 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
213,152 | $48,933,302 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
1,106,169 | $34,844,323 | |
| 5 | TREE |
LendingTree, Inc.
|
702,718 | $31,123,379 | |
| 6 | BRO |
Brown & Brown, Inc.
|
209,634 | $13,448,018 | |
| 7 | WTW |
Willis Towers Watson PLC
|
24,998 | $6,533,724 | |
| 8 | CRVL |
Corvel Corp
|
65,556 | $4,098,560 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,159,187 | 9,006 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,846,876 | 7,349 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,161,791 | 4,053 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,023,495 | 6,360 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,843,187 | 5,315 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,641,837 | 3,918 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,198,009 | 5,332 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,427,029 | 4,496 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,365,502 | 25,843 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,781,350 | 26,848 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,362,687 | 27,955 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,444,991 | 28,745 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $464,331 | 2,211 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $530,268 | 2,289 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $554,644 | 2,230 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $477,743 | 2,149 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $428,198 | 2,228 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $488,936 | 2,776 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $541,373 | 2,810 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $390,202 | 2,187 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $422,855 | 2,187 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $484,233 | 2,192 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $562,422 | 2,290 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $346,120 | 1,646 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $312,988 | 1,631 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,078,148 | 7,273 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||