Universal- Beteiligungs- und Servicegesellschaft mbH

Position in ERIE — Erie Indemnity Co

CIK 2057170 FRANKFURT AM MAIN, 2M

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Position in ERIE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,492,441

-$369,225 QoQ

Shares Held

10,396

-8.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#102

of 439 holders

Holding Since

Dec 2024

7 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

Universal- Beteiligungs- und Servicegesellschaft mbH holds $183,569,997 across 10 Insurance Brokers names. ERIE ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	514,651	$85,776,882
2	AJG	Arthur J. Gallagher & Co.	261,632	$60,062,858
3	WTW	Willis Towers Watson PLC	51,340	$13,418,735
4	RYAN	Ryan Specialty Holdings, Inc.	193,771	$7,316,792
5	BRO	Brown & Brown, Inc.	103,529	$6,641,385
6	NP	Neptune Insurance Holdings Inc.	148,399	$4,674,568
7	ERIE	Erie Indemnity Co This page	10,396	$2,492,441
8	BWIN	Baldwin Insurance Group, Inc.	81,163	$2,157,312

All Filings in ERIE

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,492,441	10,396	-8.7%	Shares	Defined	2026-08-06
2026-03-31	$2,861,666	11,387	+4.8%	Shares	Defined	2026-05-11
2025-12-31	$3,115,885	10,870	+8.1%	Shares	Defined	2026-01-28
2025-09-30	$3,200,053	10,058	-0.2%	Shares	Defined	2025-10-30
2025-06-30	$3,495,643	10,080	+3.0%	Shares	Defined	2025-08-11
2025-03-31	$4,100,404	9,785	+3.2%	Shares	Defined	2025-05-06
2024-12-31	$3,908,352	9,481	—	Shares	Defined	2025-02-28
No filing history on record for this holder in this stock.