Position in ERIE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$250,441,973
+$15,643,520 QoQ
Shares Held
996,546
+21.7% QoQ
Ownership
2.16%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $2,689,359,034 across 12 Insurance Brokers names. ERIE ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
2,327,401 | $676,575,461 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,884,778 | $673,814,736 | |
| 3 | AON |
Aon plc
|
1,486,623 | $479,852,164 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,715,812 | $371,610,556 | |
| 5 | ERIE |
Erie Indemnity Co
This page
|
996,546 | $250,441,973 | |
| 6 | BRO |
Brown & Brown, Inc.
|
3,481,309 | $227,016,155 | |
| 7 | CRVL |
Corvel Corp
|
120,642 | $6,593,082 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
70,102 | $1,538,036 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,441,973 | 996,546 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $234,798,453 | 819,112 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $225,440,855 | 708,577 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $230,214,804 | 663,845 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $207,781,750 | 495,840 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $213,848,432 | 518,760 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $169,908,342 | 314,750 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $122,151,630 | 337,063 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $118,197,309 | 294,338 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $50,724,637 | 151,453 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,600,884 | 39,487 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,488,549 | 7,088 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,488,484 | 36,642 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,420,165 | 33,854 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,612,931 | 20,750 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,790,909 | 24,928 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,852,732 | 27,552 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,216,268 | 27,075 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,636,912 | 20,384 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,201,681 | 16,559 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $4,808,326 | 21,766 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,633,081 | 22,936 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,132,211 | 19,651 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,787,146 | 19,735 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,560,751 | 30,766 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||