UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in ERIE — Erie Indemnity Co
CIK 861177
NEW YORK, NY
Position in ERIE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,114,757
-$575,002 QoQ
Shares Held
121,438
+2.8% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,257,857,716 across 13 Insurance Brokers names. ERIE ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,597,647 | $766,289,821 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,453,774 | $333,742,892 | |
| 3 | BRO |
Brown & Brown, Inc.
|
1,487,718 | $95,437,104 | |
| 4 | ERIE |
Erie Indemnity Co
This page
|
121,438 | $29,114,757 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
|
261,952 | $9,891,304 | |
| 6 | AON |
Aon plc
|
25,740 | $8,537,700 | |
| 7 | CRVL |
Corvel Corp
|
78,890 | $4,932,199 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
183,854 | $4,886,834 |
All Filings in ERIE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,114,757 | 121,438 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,689,759 | 118,140 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $34,034,237 | 118,731 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $39,298,163 | 123,517 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $59,299,348 | 170,995 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $65,190,764 | 155,568 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $62,543,530 | 151,720 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $115,869,118 | 214,644 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $96,830,014 | 267,191 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $111,020,447 | 276,466 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $101,403,052 | 302,768 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $91,690,385 | 312,095 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $76,682,625 | 365,138 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $84,587,864 | 365,138 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $99,999,114 | 402,055 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $96,776,207 | 435,321 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $78,275,906 | 407,284 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $68,968,098 | 391,575 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $70,886,736 | 367,937 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $45,111,705 | 252,840 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,845,923 | 185,394 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $29,119,467 | 131,816 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $27,234,579 | 110,890 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $20,010,030 | 95,159 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,599,912 | 91,714 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,362,552 | 103,633 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||