Alera Investment Advisors, LLC

Q4 2023 13F Detailed Holdings

Location
Deerfield, IL
Holdings as of
12/31/2023
Value ($000)
$764,777
Num holdings
490
Date filed
1/23/2024
Form type
13F-HR
Prev filing
10/11/2023
Next filing
5/10/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
2 CAPITAL RESEARCH & MANAGEMENT CO 028-00157
3 MADISON INVESTMENT ADVISORS INC /WI/ /ADV 028-03477
5 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
7 WCM INVESTMENT MANAGEMENT, LLC 028-07104