Position in ERIE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$797,888
-$52,796 QoQ
Shares Held
3,328
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 439 holders
Holding Since
Mar 2020
25 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, 2026AMALGAMATED BANK holds $46,483,976 across 8 Insurance Brokers names. ERIE ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
86,409 | $14,401,788 | |
| 2 | AON |
Aon plc
|
38,251 | $12,687,474 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
44,265 | $10,161,916 | |
| 4 | WTW |
Willis Towers Watson PLC
|
16,606 | $4,340,310 | |
| 5 | BRO |
Brown & Brown, Inc.
|
50,901 | $3,265,299 | |
| 6 | ERIE |
Erie Indemnity Co
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|
3,328 | $797,888 | |
| 7 | CRVL |
Corvel Corp
|
8,337 | $521,229 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
6,352 | $308,072 |
All Filings in ERIE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,888 | 3,328 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $850,684 | 3,385 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $986,935 | 3,443 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,125,968 | 3,539 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,225,902 | 3,535 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,496,008 | 3,570 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,448,576 | 3,514 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,937,953 | 3,590 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,073,738 | 11,241 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,910,397 | 12,228 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,014,016 | 11,985 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,554,565 | 12,099 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $1,450,423 | 6,261 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,562,956 | 6,284 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,205,587 | 5,423 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,080,876 | 5,624 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,072,983 | 6,092 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $1,112,418 | 5,774 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $811,454 | 4,548 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $930,980 | 4,815 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $867,071 | 3,925 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,034,221 | 4,211 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $894,110 | 4,252 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $827,089 | 4,310 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $898,630 | 6,062 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||