Swiss Life Asset Management Ltd

Position in ERIE — Erie Indemnity Co

CIK 1637689 Zurich, V8

Position in ERIE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$8,280,664

+$3,666,173 QoQ

Shares Held

32,950

+104.7% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Swiss Life Asset Management Ltd holds $42,779,590 across 5 Insurance Brokers names. ERIE ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	148,112	$25,690,025
2	ERIE	Erie Indemnity Co This page	32,950	$8,280,664
3	AJG	Arthur J. Gallagher & Co.	31,006	$6,715,278
4	BRO	Brown & Brown, Inc.	28,317	$1,846,551
5	CRVL	Corvel Corp	4,521	$247,072

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,280,664	32,950	+104.7%	Shares	Sole	2026-05-14
2025-12-31	$4,614,491	16,098	-23.3%	Shares	Sole	2026-02-04
2025-09-30	$6,674,996	20,980	+0.6%	Shares	Sole	2025-12-02
2025-06-30	$7,233,345	20,858	+10.8%	Shares	Sole	2025-12-02
2025-03-31	$7,886,101	18,819	+4.2%	Shares	Sole	2025-12-02
2024-12-31	$7,444,873	18,060	+1040.2%	Shares	Sole	2025-12-09
2024-09-30	$855,074	1,584	+144.8%	Shares	Sole	2025-12-09
2024-06-30	$234,472	647	-25.0%	Shares	Sole	2025-12-09
2024-03-31	$346,554	863	-24.2%	Shares	Sole	2025-12-09
2023-12-31	$381,138	1,138	-91.5%	Shares	Sole	2025-12-09
2023-06-30	$2,819,384	13,425	0.0%	Shares	Sole	2025-12-09
2023-03-31	$3,110,035	13,425	+459.6%	Shares	Sole	2025-12-09
2020-12-31	$589,194	2,399	+28.3%	Shares	Defined	2025-12-29
2020-09-30	$393,223	1,870	-78.7%	Shares	Defined	2025-12-29
2020-06-30	$1,685,648	8,784	+183.0%	Shares	Defined	2025-12-29
2020-03-31	$460,136	3,104	—	Shares	Sole	2025-12-29
No filing history on record for this holder in this stock.