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Equibles

GUGGENHEIM CAPITAL LLC

Position in ERIE — Erie Indemnity Co

CIK 1283072 Chicago, IL
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$5,109,072
+$1,250,711 QoQ
Shares Held
21,310
+38.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#71
of 440 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in ERIE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

GUGGENHEIM CAPITAL LLC holds $30,977,526 across 7 Insurance Brokers names. ERIE ranks #3 (16.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AON
Aon plc
 34,639 $11,489,409
2 MRSH
Marsh & Mclennan Companies, Inc.
 55,200 $9,200,183
3 ERIE
Erie Indemnity Co
This page 		21,310 $5,109,072
4 BRO
Brown & Brown, Inc.
 38,986 $2,500,951
5 SLQT
SelectQuote, Inc.
 1,199,960 $1,009,166
6 AJG
Arthur J. Gallagher & Co.
 4,121 $946,057
7 WTW
Willis Towers Watson PLC
 2,765 $722,688

All Filings in ERIE

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,109,072 21,310
2026-03-31 $3,858,361 15,353
2025-12-31 $2,952,781 10,301
2025-09-30 $2,568,186 8,072
2025-06-30 $1,617,774 4,665
2025-03-31 $730,403 1,743
2024-12-31 $855,788 2,076
2024-09-30 $341,705 633
2024-06-30 $362,762 1,001
2023-09-30 $559,082 1,903
2022-09-30 $533,544 2,400
2020-09-30 $238,036 1,132
2020-06-30 $222,219 1,158