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Equibles

UMB Bank, n.a.

Position in ERIE — Erie Indemnity Co

CIK 933429 Kansas City, MO
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$49,148
-$25,993 QoQ
Shares Held
205
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 439 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority Sole 6% Shared 0% None 94%

Common Shares in ERIE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $11,083,515 across 11 Insurance Brokers names. ERIE ranks #8 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BRO
Brown & Brown, Inc.
 118,038 $7,572,137
2 AJG
Arthur J. Gallagher & Co.
 9,738 $2,235,552
3 AON
Aon plc
 1,526 $506,158
4 MRSH
Marsh & Mclennan Companies, Inc.
 1,828 $304,672
5 SLQT
SelectQuote, Inc.
 200,000 $168,200
6 WTW
Willis Towers Watson PLC
 535 $139,832
7 RYAN
Ryan Specialty Holdings, Inc.
 1,390 $52,486
8 ERIE
Erie Indemnity Co
This page 		205 $49,148

All Filings in ERIE

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $49,148 205
2026-03-31 $75,141 299
2025-12-31 $30,384 106
2025-09-30 $19,407 61
2025-06-30 $25,315 73
2024-12-31 $4,534 11
2024-09-30 $1,619 3
2024-06-30 $3,261 9
2024-03-31 $2,409 6
2023-09-30 $293 1
2023-06-30 $840 4
2023-03-31 $2,316 10
2022-12-31 $2 10
2022-09-30 $2,223 10
2022-06-30 $1,921 10
2022-03-31 $1,937 11
2021-12-31 $2,119 11