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Equibles

Swiss Life Asset Management Ltd

Position in ERIE — Erie Indemnity Co

CIK 1637689 Zurich, V8
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$9,525,747
+$1,245,083 QoQ
Shares Held
39,732
+20.6% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#50
of 440 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ERIE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Swiss Life Asset Management Ltd holds $68,256,532 across 8 Insurance Brokers names. ERIE ranks #3 (14.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 158,021 $26,337,359
2 AON
Aon plc
 46,994 $15,587,440
3 ERIE
Erie Indemnity Co
This page 		39,732 $9,525,747
4 AJG
Arthur J. Gallagher & Co.
 33,659 $7,727,096
5 WTW
Willis Towers Watson PLC
 23,927 $6,253,800
6 BRO
Brown & Brown, Inc.
 35,638 $2,286,177
7 CRVL
Corvel Corp
 4,531 $283,278
8 RYAN
Ryan Specialty Holdings, Inc.
 6,770 $255,635

All Filings in ERIE

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,525,747 39,732
2026-03-31 $8,280,664 32,950
2025-12-31 $4,614,491 16,098
2025-09-30 $6,674,996 20,980
2025-06-30 $7,233,345 20,858
2025-03-31 $7,886,101 18,819
2024-12-31 $7,444,873 18,060
2024-09-30 $855,074 1,584
2024-06-30 $234,472 647
2024-03-31 $346,554 863
2023-12-31 $381,138 1,138
2023-06-30 $2,819,384 13,425
2023-03-31 $3,110,035 13,425
2020-12-31 $589,194 2,399
2020-09-30 $393,223 1,870
2020-06-30 $1,685,648 8,784
2020-03-31 $460,136 3,104