Position in ERIE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,063,795
-$190,298 QoQ
Shares Held
4,233
-3.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026BLAIR WILLIAM & CO/IL holds $163,236,059 across 9 Insurance Brokers names. ERIE ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
421,605 | $136,085,661 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
74,948 | $16,232,237 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
40,642 | $7,049,354 | |
| 4 | WTW |
Willis Towers Watson PLC
|
6,198 | $1,801,758 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
4,233 | $1,063,795 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
21,954 | $481,670 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
10,500 | $253,995 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,459 | $232,880 |
All Filings in ERIE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,063,795 | 4,233 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,254,093 | 4,375 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,585,073 | 4,982 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,730,482 | 4,990 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,757,076 | 4,193 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,691,379 | 4,103 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,207,863 | 4,090 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,416,984 | 3,910 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,565,721 | 3,899 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,305,853 | 3,899 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,145,193 | 3,898 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $787,117 | 3,748 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $844,864 | 3,647 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $907,081 | 3,647 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $810,764 | 3,647 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $681,697 | 3,547 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $643,050 | 3,651 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $726,906 | 3,773 | Shares | Sole | 2022-02-14 | |
| 2020-06-30 | $499,131 | 2,601 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $385,720 | 2,602 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||