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Equibles

TRUIST FINANCIAL CORP

Position in ERIE — Erie Indemnity Co

CIK 92230 CHARLOTTE, NC
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$14,551,866
-$704,409 QoQ
Shares Held
60,696
-0.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#38
of 440 holders
Holding Since
Mar 2020
26 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, 2026

TRUIST FINANCIAL CORP holds $117,276,419 across 7 Insurance Brokers names. ERIE ranks #4 (12.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 246,124 $41,021,486
2 AJG
Arthur J. Gallagher & Co.
 89,354 $20,512,996
3 CRD-A
Crawford & Co
 1,623,485 $18,296,675
4 ERIE
Erie Indemnity Co
This page 		60,696 $14,551,866
5 BRO
Brown & Brown, Inc.
 177,523 $11,388,099
6 AON
Aon plc
 31,635 $10,493,012
7 WTW
Willis Towers Watson PLC
 3,873 $1,012,285

All Filings in ERIE

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,551,866 60,696
2026-03-31 $15,256,275 60,707
2025-12-31 $17,401,947 60,708
2025-09-30 $19,314,856 60,708
2025-06-30 $21,052,926 60,708
2025-03-31 $25,443,877 60,718
2024-12-31 $25,029,781 60,718
2024-09-30 $32,777,329 60,719
2024-06-30 $24,175,341 66,709
2024-03-31 $27,999,467 69,725
2023-12-31 $29,715,776 88,725
2023-09-30 $27,136,500 92,367
2023-06-30 $19,394,002 92,348
2023-03-31 $21,392,874 92,346
2022-12-31 $22,968,297 92,346
2022-09-30 $20,529,438 92,346
2022-06-30 $17,747,977 92,346
2022-03-31 $16,430,814 93,288
2021-12-31 $11,046,160 57,335
2021-09-30 $11,128,233 62,371
2021-06-30 $12,059,819 62,373
2021-03-31 $4,668,048 21,131
2020-12-31 $5,146,548 20,955
2020-09-30 $4,427,445 21,055
2020-06-30 $4,039,878 21,052
2020-03-31 $3,120,007 21,047