Position in ERIE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$34,972,297
-$2,913,658 QoQ
Shares Held
139,160
+5.3% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,618,663,383 across 19 Insurance Brokers names. ERIE ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,721,091 | $818,873,230 | |
| 2 | AON |
Aon plc
|
903,928 | $291,769,877 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
989,174 | $214,235,304 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,855,365 | $120,988,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
281,850 | $81,933,793 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
139,160 | $34,972,297 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,266,825 | $27,794,140 | |
| 8 | ARX |
Accelerant Holdings
|
685,647 | $9,160,243 |
All Filings in ERIE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||