OPPENHEIMER & CO INC

Position in ERIE — Erie Indemnity Co

CIK 822581 NEW YORK, NY

Position in ERIE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,175,254

-$73,002 QoQ

Shares Held

4,902

-1.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#158

of 439 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $3,994,900 across 4 Insurance Brokers names. ERIE ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,468	$1,255,288
2	ERIE	Erie Indemnity Co This page	4,902	$1,175,254
3	AON	Aon plc	2,428	$805,343
4	MRSH	Marsh & Mclennan Companies, Inc.	4,554	$759,015

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,175,254	4,902	-1.3%	Shares	Sole	2026-08-03
2026-03-31	$1,248,256	4,967	+290.8%	Shares	Sole	2026-04-24
2024-09-30	$686,111	1,271	—	Shares	Sole	2024-11-05
No filing history on record for this holder in this stock.