Position in ERIE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,151
+$6,895 QoQ
Shares Held
34
+580.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 431 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Advisors, LLC holds $8,349,125 across 13 Insurance Brokers names. ERIE ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
15,319 | $3,516,782 | |
| 2 | AON |
Aon plc
|
7,362 | $2,441,901 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,900 | $1,650,033 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,496 | $652,379 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,107 | $71,014 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
34 | $8,151 | |
| 7 | CRVL |
Corvel Corp
|
47 | $2,938 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
133 | $2,412 |
All Filings in ERIE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,151 | 34 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,256 | 5 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,065 | 70 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,363 | 20 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,935 | 20 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $838 | 2 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||