Position in ERIE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$75,141
+$44,757 QoQ
Shares Held
299
+182.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UMB Bank, n.a. holds $11,014,878 across 10 Insurance Brokers names. ERIE ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
118,550 | $7,730,644 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
9,469 | $2,050,795 | |
| 3 | AON |
Aon plc
|
1,450 | $468,030 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,277 | $394,945 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474 | $137,791 | |
| 6 | SLQT |
SelectQuote, Inc.
|
200,000 | $126,000 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
299 | $75,141 | |
| 8 | CRVL |
Corvel Corp
|
231 | $12,623 |
All Filings in ERIE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,141 | 299 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $30,384 | 106 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,407 | 61 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,315 | 73 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $4,534 | 11 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,619 | 3 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,261 | 9 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,409 | 6 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $293 | 1 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $840 | 4 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,316 | 10 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,487 | 10 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,223 | 10 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,921 | 10 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,937 | 11 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,119 | 11 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||