Position in ERIE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$26,536,826
+$9,030,826 QoQ
Shares Held
105,594
+72.9% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CITIGROUP INC holds $366,580,499 across 18 Insurance Brokers names. ERIE ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
523,616 | $90,821,193 | |
| 2 | AON |
Aon plc
|
250,447 | $80,839,281 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
295,088 | $63,910,157 | |
| 4 | WTW |
Willis Towers Watson PLC
|
166,638 | $48,441,665 | |
| 5 | BRO |
Brown & Brown, Inc.
|
740,531 | $48,290,024 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
105,594 | $26,536,826 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
128,309 | $5,473,661 | |
| 8 | CRVL |
Corvel Corp
|
30,420 | $1,662,452 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,536,826 | 105,594 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,506,000 | 61,071 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,210,615 | 44,665 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $16,265,142 | 46,902 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $15,374,103 | 36,688 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,777,269 | 23,718 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $20,686,439 | 38,321 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,505,250 | 28,988 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $17,840,146 | 44,426 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $27,160,671 | 81,096 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $16,119,962 | 54,869 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $14,741,651 | 70,195 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $18,481,369 | 79,778 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $16,733,632 | 67,279 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $12,660,553 | 56,950 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,583,431 | 39,458 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,289,050 | 18,674 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,501,306 | 23,364 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $5,386,676 | 30,191 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $6,390,022 | 33,049 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,961,255 | 26,985 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,806,882 | 19,572 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,261,231 | 15,509 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,850,864 | 14,856 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,213,490 | 8,186 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||