Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,741,119
-$35,502,907 QoQ
Shares Held
162,115
-39.1% QoQ
Ownership
0.351%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $2,091,798,974 across 17 Insurance Brokers names. ERIE ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,672,959 | $637,074,737 | |
| 2 | AON |
Aon plc
|
1,583,991 | $511,280,613 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,953,270 | $423,039,214 | |
| 4 | WTW |
Willis Towers Watson PLC
|
935,744 | $272,020,778 | |
| 5 | BRO |
Brown & Brown, Inc.
|
2,280,602 | $148,718,054 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
162,115 | $40,741,119 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
439,798 | $18,761,781 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
682,472 | $14,973,435 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,741,119 | 162,115 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $76,244,026 | 265,983 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $63,579,502 | 199,835 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,320,864 | 122,036 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,706,914 | 56,573 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $30,803,473 | 74,724 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $55,210,629 | 102,276 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $52,542,926 | 144,986 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $56,811,713 | 141,474 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $49,560,121 | 147,976 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $28,968,280 | 98,602 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $13,712,812 | 65,296 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $7,602,849 | 32,819 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $22,451,207 | 90,267 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $13,530,675 | 60,864 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $12,401,827 | 64,529 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $11,699,082 | 66,423 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,226,881 | 79,035 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $10,239,880 | 57,392 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $11,611,246 | 60,053 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,783,780 | 53,342 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,857,326 | 60,494 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,761,051 | 60,686 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,688,253 | 55,697 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $9,547,248 | 64,404 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||