Position in ERIE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,713
-$7,109 QoQ
Shares Held
28
-49.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
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, 2026ROTHSCHILD INVESTMENT LLC holds $12,843,387 across 14 Insurance Brokers names. ERIE ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,255 | $4,879,510 | |
| 2 | AON |
Aon plc
|
13,054 | $4,329,881 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,637 | $3,272,898 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,085 | $283,586 | |
| 5 | BRO |
Brown & Brown, Inc.
|
632 | $40,542 | |
| 6 | CRVL |
Corvel Corp
|
196 | $12,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
337 | $8,957 | |
| 8 | ERIE |
Erie Indemnity Co
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|
28 | $6,713 |
All Filings in ERIE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,713 | 28 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,822 | 55 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,586 | 16 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,590 | 5 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $346 | 1 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $419 | 1 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||