Position in ERIE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,006,230
-$277,461 QoQ
Shares Held
4,197
-17.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 439 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF NOVA SCOTIA holds $47,398,260 across 6 Insurance Brokers names. ERIE ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
124,082 | $20,680,746 | |
| 2 | AON |
Aon plc
|
43,569 | $14,451,401 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
27,018 | $6,202,522 | |
| 4 | WTW |
Willis Towers Watson PLC
|
10,268 | $2,683,747 | |
| 5 | BRO |
Brown & Brown, Inc.
|
37,001 | $2,373,614 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
4,197 | $1,006,230 |
All Filings in ERIE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,230 | 4,197 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,283,691 | 5,108 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,527,271 | 5,328 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,359,815 | 4,274 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $926,969 | 2,673 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,098,330 | 2,621 | Shares | Sole | 2025-07-02 | |
| 2024-12-31 | $1,379,733 | 3,347 | Shares | Sole | 2025-07-02 | |
| 2024-09-30 | $2,159,280 | 4,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $829,533 | 2,289 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $989,869 | 2,465 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $913,995 | 2,729 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $684,530 | 2,330 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $537,415 | 2,559 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $747,335 | 3,226 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $778,244 | 3,129 | Shares | Defined | 2023-02-09 | |
| 2021-12-31 | $902,997 | 4,687 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $491,368 | 2,754 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $470,420 | 2,433 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $439,389 | 1,989 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $575,932 | 2,345 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $566,073 | 2,692 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $512,948 | 2,673 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||