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 Mar 31, 2026
· filed May 13, 2026
Position Value
$29,689,759
-$4,344,478 QoQ
Shares Held
118,140
-0.5% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,013,343,900 across 11 Insurance Brokers names. ERIE ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,182,517 | $898,907,568 | |
| 2 | AON |
Aon plc
|
1,262,123 | $407,388,057 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,449,869 | $314,012,623 | |
| 4 | WTW |
Willis Towers Watson PLC
|
870,725 | $253,119,753 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,513,122 | $98,670,680 | |
| 6 | ERIE |
Erie Indemnity Co
This page
|
118,140 | $29,689,759 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
196,171 | $4,303,988 | |
| 8 | CRVL |
Corvel Corp
|
77,774 | $4,250,345 |
All Filings in ERIE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||