Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,932,309
-$6,039,988 QoQ
Shares Held
120,677
-13.3% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,489,678,673 across 22 Insurance Brokers names. ERIE ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
2,201,085 | $83,112,967 | |
| 6 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 8 | ERIE |
Erie Indemnity Co
This page
|
120,677 | $28,932,309 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,932,309 | 120,677 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $34,972,297 | 139,160 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $37,885,955 | 132,168 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $37,743,638 | 118,631 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $48,515,920 | 139,900 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,913,190 | 116,724 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $41,864,840 | 101,557 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,948,196 | 62,888 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,767,764 | 26,953 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,191,844 | 25,380 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,817,580 | 32,299 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,164,300 | 20,982 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,371,147 | 20,814 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,852,042 | 16,628 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,959,621 | 15,920 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,695,408 | 21,121 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,748,053 | 24,705 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,230,113 | 24,017 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,034,877 | 20,943 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,489,224 | 25,161 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,952,466 | 25,614 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,339,231 | 28,696 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,708,154 | 31,385 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,702,674 | 31,875 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,364,590 | 12,322 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,342,015 | 9,053 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||