Position in ERIE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,618,215
+$894,753 QoQ
Shares Held
152,735
+7.4% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $1,450,877,831 across 13 Insurance Brokers names. ERIE ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,113,644 | $685,621,041 | |
| 2 | BRO |
Brown & Brown, Inc.
|
4,161,199 | $266,940,909 | |
| 3 | AON |
Aon plc
|
585,041 | $194,052,246 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
693,775 | $159,269,923 | |
| 5 | WTW |
Willis Towers Watson PLC
|
375,060 | $98,029,428 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
152,735 | $36,618,215 | |
| 7 | CRVL |
Corvel Corp
|
60,326 | $3,771,580 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
105,609 | $2,807,085 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,618,215 | 152,735 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $35,723,462 | 142,149 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $33,563,845 | 117,090 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $32,144,658 | 101,033 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $35,139,187 | 101,327 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $42,189,533 | 100,679 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $44,184,458 | 107,184 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $37,043,526 | 68,622 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $12,539,400 | 34,601 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $12,859,874 | 32,024 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $10,396,919 | 31,043 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,055,194 | 30,822 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $7,099,385 | 33,805 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,381,147 | 31,862 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,456,478 | 34,000 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,870,043 | 30,903 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,024,508 | 41,753 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,984,983 | 56,691 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,499,389 | 54,497 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $10,681,110 | 59,865 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $9,957,329 | 51,499 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $11,283,196 | 51,076 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,623,916 | 43,257 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,576,779 | 45,543 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,460,120 | 33,664 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,486,925 | 30,268 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||