Perigon Wealth Management, LLC

Position in ERIE — Erie Indemnity Co

CIK 1575239 SAN FRANCISCO, CA

Position in ERIE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$211,699

New position

Shares Held

883

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#308

of 439 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $3,688,354 across 5 Insurance Brokers names. ERIE ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	8,767	$1,461,195
2	AON	Aon plc	3,363	$1,115,473
3	AJG	Arthur J. Gallagher & Co.	2,733	$627,414
4	BRO	Brown & Brown, Inc.	4,249	$272,573
5	ERIE	Erie Indemnity Co This page	883	$211,699

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,699	883	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.