MORGAN STANLEY

Position in ERIE — Erie Indemnity Co

CIK 895421 NEW YORK, NY

Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$123,179,712

+$8,140,805 QoQ

Shares Held

513,784

+12.2% QoQ

Ownership

1.11%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#11

of 440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in ERIE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $4,497,786,086 across 22 Insurance Brokers names. ERIE ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	6,214,787	$2,061,382,689
2	MRSH	Marsh & Mclennan Companies, Inc.	6,314,085	$1,052,368,540
3	AJG	Arthur J. Gallagher & Co.	2,591,858	$595,012,829
4	BRO	Brown & Brown, Inc.	3,869,724	$248,242,786
5	WTW	Willis Towers Watson PLC	834,440	$218,097,576
6	ERIE	Erie Indemnity Co This page	513,784	$123,179,712
7	RYAN	Ryan Specialty Holdings, Inc.	1,682,829	$63,543,616
8	BWIN	Baldwin Insurance Group, Inc.	2,277,033	$60,523,535

All Filings in ERIE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,179,712	513,784	+12.2%	Shares	Defined	2026-08-13
2026-03-31	$115,038,907	457,757	+14.7%	Shares	Defined	2026-05-15
2025-12-31	$114,395,702	399,078	+18.8%	Shares	Defined	2026-05-27
2025-09-30	$106,900,801	335,997	+9.0%	Shares	Defined	2026-05-27
2025-06-30	$106,937,546	308,364	+55.1%	Shares	Defined	2025-08-15
2025-03-31	$83,334,793	198,866	+9.1%	Shares	Defined	2025-05-15
2024-12-31	$75,167,250	182,343	-1.5%	Shares	Defined	2025-05-15
2024-09-30	$99,883,430	185,031	+16.9%	Shares	Defined	2025-05-14
2024-06-30	$57,338,199	158,218	+13.7%	Shares	Defined	2025-05-14
2024-03-31	$55,887,696	139,173	+4.2%	Shares	Defined	2024-10-17
2023-12-31	$44,720,186	133,525	-18.3%	Shares	Defined	2024-08-16
2023-09-30	$48,010,569	163,418	-12.5%	Shares	Defined	2023-11-15
2023-06-30	$39,216,002	186,734	+38.6%	Shares	Defined	2023-08-14
2023-03-31	$31,216,875	134,753	-20.5%	Shares	Defined	2023-05-15
2022-12-31	$42,132,664	169,398	+81.3%	Shares	Defined	2023-02-14
2022-09-30	$20,776,198	93,456	-6.4%	Shares	Defined	2022-11-14
2022-06-30	$19,190,936	99,854	+31.9%	Shares	Defined	2022-10-27
2022-03-31	$13,334,270	75,707	+21.2%	Shares	Defined	2022-10-27
2021-12-31	$12,031,808	62,451	+12.5%	Shares	Defined	2022-02-14
2021-09-30	$9,902,307	55,500	-7.3%	Shares	Defined	2021-11-15
2021-06-30	$11,575,670	59,869	+26.0%	Shares	Defined	2021-08-23
2021-03-31	$10,495,653	47,511	+40.4%	Shares	Defined	2021-05-17
2020-12-31	$8,313,804	33,851	+30.4%	Shares	Defined	2021-02-16
2020-09-30	$5,460,127	25,966	+5.0%	Shares	Defined	2020-11-13
2020-06-30	$4,746,837	24,736	-22.5%	Shares	Defined	2020-08-14
2020-03-31	$4,729,001	31,901	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.