Position in ERIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,672,191
+$13,431,097 QoQ
Shares Held
102,908
+130.1% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 440 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026HSBC HOLDINGS PLC holds $535,152,735 across 10 Insurance Brokers names. ERIE ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,022,077 | $170,349,570 | |
| 2 | AON |
Aon plc
|
351,616 | $116,627,509 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
489,350 | $112,340,076 | |
| 4 | WTW |
Willis Towers Watson PLC
|
259,766 | $67,895,037 | |
| 5 | BRO |
Brown & Brown, Inc.
|
652,326 | $41,846,711 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
102,908 | $24,672,191 | |
| 7 | CRD-A |
Crawford & Co
|
79,978 | $901,352 | |
| 8 | TREE |
LendingTree, Inc.
|
6,972 | $308,789 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,672,191 | 102,908 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,241,094 | 44,730 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $14,509,074 | 50,616 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $22,686,396 | 71,305 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,176,381 | 61,064 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,134,512 | 48,048 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,267,628 | 46,740 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,088,386 | 44,623 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,524,701 | 9,726 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,789,213 | 9,436 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,588,930 | 7,730 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,140,847 | 7,287 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,750,013 | 8,333 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,523,935 | 10,895 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,216,943 | 12,934 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $394,377 | 1,774 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $954,991 | 4,969 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,715,572 | 15,418 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $566,420 | 2,940 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,171,148 | 6,564 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,124,522 | 5,816 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $830,400 | 3,759 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $993,942 | 4,047 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $786,236 | 3,739 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $399,152 | 2,080 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $486,671 | 3,283 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||