Position in ERIE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,429,147
-$153,565 QoQ
Shares Held
10,132
-1.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 439 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pictet Asset Management Holding SA holds $172,970,135 across 10 Insurance Brokers names. ERIE ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
514,868 | $85,813,049 | |
| 2 | AON |
Aon plc
|
90,408 | $29,987,429 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
109,044 | $25,033,231 | |
| 4 | WTW |
Willis Towers Watson PLC
|
53,061 | $13,868,553 | |
| 5 | BRO |
Brown & Brown, Inc.
|
170,484 | $10,936,548 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
110,333 | $4,166,174 | |
| 7 | ERIE |
Erie Indemnity Co
This page
|
10,132 | $2,429,147 | |
| 8 | CRVL |
Corvel Corp
|
5,120 | $320,102 |
All Filings in ERIE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,429,147 | 10,132 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,582,712 | 10,277 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,093,526 | 10,792 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,355,633 | 10,547 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $4,293,953 | 12,382 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,722,127 | 13,655 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,086,575 | 14,765 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,259,246 | 15,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,180,508 | 14,295 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,909,685 | 9,736 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,916,483 | 8,708 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,598,278 | 8,844 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||