Creative Planning

Position in ERIE — Erie Indemnity Co

CIK 1540235 OVERLAND PARK, KS

Position in ERIE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,358,544

-$141,330 QoQ

Shares Held

9,385

+7.6% QoQ

Ownership

0.020%

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 0.3303143313798615.ToString("F0")% Shared 0.ToString("F0")% None 99.66968566862013.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $92,147,893 across 11 Insurance Brokers names. ERIE ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	170,951	$29,651,450
2	AJG	Arthur J. Gallagher & Co.	94,112	$20,382,776
3	AON	Aon plc	49,764	$16,062,823
4	BRO	Brown & Brown, Inc.	177,258	$11,558,994
5	WTW	Willis Towers Watson PLC	19,318	$5,615,742
6	CRVL	Corvel Corp	81,629	$4,461,024
7	ERIE	Erie Indemnity Co This page	9,385	$2,358,544
8	BWIN	Baldwin Insurance Group, Inc.	55,233	$1,211,812

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,358,544	9,385	+7.6%	Shares	Sole	2026-05-12
2025-12-31	$2,499,874	8,721	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$2,736,175	8,600	+3.1%	Shares	Sole	2025-11-14
2025-06-30	$2,891,881	8,339	+0.8%	Shares	Sole	2025-08-08
2025-03-31	$3,467,219	8,274	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$3,412,439	8,278	0.0%	Shares	Defined	2025-02-14
2024-09-30	$4,468,629	8,278	-13.3%	Shares	Defined	2024-10-11
2024-06-30	$3,458,382	9,543	-0.5%	Shares	Defined	2024-08-15
2024-03-31	$3,850,654	9,589	+0.6%	Shares	Defined	2024-05-13
2023-12-31	$3,193,461	9,535	+3.8%	Shares	Defined	2024-02-14
2023-09-30	$2,698,754	9,186	-1.9%	Shares	Sole	2023-11-16
2023-06-30	$1,967,163	9,367	+1.3%	Shares	Sole	2023-07-21
2023-03-31	$2,143,086	9,251	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$2,330,257	9,369	+5.2%	Shares	Sole	2023-02-10
2022-09-30	$1,980,337	8,908	-2.2%	Shares	Sole	2022-11-03
2022-06-30	$1,751,043	9,111	+0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,604,015	9,107	+5.6%	Shares	Sole	2022-05-16
2021-12-31	$1,661,885	8,626	-1.8%	Shares	Sole	2022-02-11
2021-09-30	$1,567,419	8,785	-45.2%	Shares	Sole	2021-11-10
2021-06-30	$3,100,366	16,035	+169.1%	Shares	Sole	2021-08-04
2021-03-31	$1,316,402	5,959	0.0%	Shares	Sole	2021-04-30
2020-12-31	$1,463,530	5,959	0.0%	Shares	Sole	2021-01-29
2020-09-30	$1,253,058	5,959	0.0%	Shares	Sole	2020-11-05
2020-06-30	$1,143,532	5,959	0.0%	Shares	Sole	2020-07-23
2020-03-31	$883,362	5,959	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.