Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,989,664
+$3,327,152 QoQ
Shares Held
37,496
+66.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 439 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $639,043,270 across 10 Insurance Brokers names. ERIE ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
933,387 | $243,959,355 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,767,113 | $104,486,185 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
613,768 | $102,296,709 | |
| 4 | AON |
Aon plc
|
283,011 | $93,871,913 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
283,417 | $65,064,034 | |
| 6 | BRO |
Brown & Brown, Inc.
|
264,943 | $16,996,089 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
37,496 | $8,989,664 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
63,266 | $3,068,400 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,989,664 | 37,496 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,662,512 | 22,532 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,333,530 | 22,095 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,168,484 | 19,388 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,079,920 | 17,532 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $9,122,716 | 21,770 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,286,374 | 24,953 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,108,734 | 26,136 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,273,558 | 9,033 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,952,833 | 4,863 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,535,272 | 4,584 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,243,317 | 4,232 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $11,089,367 | 52,804 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $678,993 | 2,931 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $670,797 | 2,697 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $610,017 | 2,744 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $523,139 | 2,722 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $889,454 | 5,050 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $893,557 | 4,638 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,097,996 | 6,154 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $894,629 | 4,627 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $24,905,171 | 112,739 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $678,836 | 2,764 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $544,624 | 2,590 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $583,758 | 3,042 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $401,877 | 2,711 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||