Position in ERIE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,275,467
+$1,882,399 QoQ
Shares Held
9,491
+911.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 440 holders
Holding Since
Mar 2020
22 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, 2026PANAGORA ASSET MANAGEMENT INC holds $51,936,773 across 8 Insurance Brokers names. ERIE ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
217,004 | $36,168,056 | |
| 2 | ARX |
Accelerant Holdings
|
408,931 | $4,792,671 | |
| 3 | TREE |
LendingTree, Inc.
|
80,205 | $3,552,279 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
11,443 | $2,626,969 | |
| 5 | ERIE |
Erie Indemnity Co
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|
9,491 | $2,275,467 | |
| 6 | AON |
Aon plc
|
2,966 | $983,792 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,522 | $920,545 | |
| 8 | BRO |
Brown & Brown, Inc.
|
9,618 | $616,994 |
All Filings in ERIE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,275,467 | 9,491 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $393,068 | 938 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $487,255 | 1,182 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $497,714 | 922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $333,770 | 921 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,458,100 | 3,631 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,216,094 | 3,631 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,282,393 | 4,365 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $916,693 | 4,365 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,011,195 | 4,365 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,085,662 | 4,365 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,873,628 | 8,428 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,619,777 | 8,428 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,484,423 | 8,428 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $953,474 | 4,949 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,208,795 | 6,775 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,079,279 | 5,582 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $534,381 | 2,419 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $516,251 | 2,102 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $442,008 | 2,102 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $403,373 | 2,102 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $311,600 | 2,102 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||