Position in ERIE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,594,737
-$323,194 QoQ
Shares Held
14,304
+4.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 73%
None 27%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026NATIONAL BANK OF CANADA /FI/ holds $87,882,486 across 9 Insurance Brokers names. ERIE ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
135,728 | $43,810,281 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
88,256 | $15,308,002 | |
| 3 | WTW |
Willis Towers Watson PLC
|
40,877 | $11,882,941 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
41,767 | $9,045,896 | |
| 5 | BRO |
Brown & Brown, Inc.
|
64,987 | $4,237,800 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
14,304 | $3,594,737 | |
| 7 | ARX |
Accelerant Holdings
|
144 | $1,923 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
81 | $904 |
All Filings in ERIE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,594,737 | 14,304 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,917,931 | 13,668 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,998,611 | 15,711 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,045,589 | 17,433 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $6,801,599 | 16,231 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,815,258 | 11,681 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,885,403 | 12,755 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $42,762 | 118 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $40,558 | 101 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,339,345 | 3,999 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,171,928 | 3,989 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $1,887,989 | 8,990 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $20,849 | 90 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $22,882 | 92 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $19,563 | 88 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $16,912 | 88 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $13,914 | 79 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $15,220 | 79 | Shares | Defined | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||