Position in ERIE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$15,256,275
-$2,145,672 QoQ
Shares Held
60,707
-0.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026TRUIST FINANCIAL CORP holds $121,219,906 across 7 Insurance Brokers names. ERIE ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
269,560 | $46,755,181 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
92,123 | $19,951,998 | |
| 3 | CRD-A |
Crawford & Co
|
1,623,485 | $16,186,144 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
60,707 | $15,256,275 | |
| 5 | BRO |
Brown & Brown, Inc.
|
180,172 | $11,749,015 | |
| 6 | AON |
Aon plc
|
31,199 | $10,070,412 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,303 | $1,250,881 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,256,275 | 60,707 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $17,401,947 | 60,708 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $19,314,856 | 60,708 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $21,052,926 | 60,708 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $25,443,877 | 60,718 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $25,029,781 | 60,718 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $32,777,329 | 60,719 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $24,175,341 | 66,709 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $27,999,467 | 69,725 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $29,715,776 | 88,725 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $27,136,500 | 92,367 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,394,002 | 92,348 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $21,392,874 | 92,346 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $22,968,297 | 92,346 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $20,529,438 | 92,346 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $17,747,977 | 92,346 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $16,430,814 | 93,288 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $11,046,160 | 57,335 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,128,233 | 62,371 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $12,059,819 | 62,373 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,668,048 | 21,131 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,146,548 | 20,955 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $4,427,445 | 21,055 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $4,039,878 | 21,052 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $3,120,007 | 21,047 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||