ASSETMARK, INC

Position in ERIE — Erie Indemnity Co

CIK 1344551 CONCORD, CA

Position in ERIE

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$16,837

+$11,104 QoQ

Shares Held

+235.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ASSETMARK, INC holds $154,781,917 across 8 Insurance Brokers names. ERIE ranks #7 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	628,686	$109,045,586
2	AON	Aon plc	80,499	$25,983,467
3	AJG	Arthur J. Gallagher & Co.	86,198	$18,668,762
4	BWIN	Baldwin Insurance Group, Inc.	26,293	$576,868
5	WTW	Willis Towers Watson PLC	1,095	$318,316
6	BRO	Brown & Brown, Inc.	2,628	$171,371
7	ERIE	Erie Indemnity Co This page	67	$16,837
8	CRVL	Corvel Corp	13	$710

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,837	67	+235.0%	Shares	Sole	2026-05-06
2025-12-31	$5,733	20	+53.8%	Shares	Sole	2026-01-23
2025-09-30	$4,136	13	-7.1%	Shares	Sole	2025-11-06
2025-06-30	$4,855	14	+7.7%	Shares	Sole	2025-08-04
2025-03-31	$5,447	13	+550.0%	Shares	Sole	2025-05-06
2024-12-31	$824	2	-71.4%	Shares	Sole	2025-02-06
2021-03-31	$1,546	7	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,719	7	-22.2%	Shares	Sole	2021-02-10
2020-09-30	$1,892	9	-40.0%	Shares	Sole	2020-11-13
2020-06-30	$2,878	15	-99.8%	Shares	Sole	2020-08-11
2020-03-31	$953,034	6,429	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.