WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in ERIE — Erie Indemnity Co

CIK 1632972 PLYMOUTH, MN

Position in ERIE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$530,806

+$201,339 QoQ

Shares Held

2,214

+68.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#47

of 124 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. ERIE ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	96,143	$16,024,153
2	AON	Aon plc	46,437	$15,402,688
3	AJG	Arthur J. Gallagher & Co.	49,438	$11,349,481
4	BRO	Brown & Brown, Inc.	41,422	$2,657,221
5	BWIN	Baldwin Insurance Group, Inc.	94,048	$2,499,795
6	CRVL	Corvel Corp	22,199	$1,387,881
7	WTW	Willis Towers Watson PLC	4,132	$1,079,980
8	ERIE	Erie Indemnity Co This page	2,214	$530,806

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$530,806	2,214	+68.9%	Shares	Sole	2026-07-15
2026-03-31	$329,467	1,311	+58.9%	Shares	Sole	2026-04-08
2025-12-31	$236,486	825	+2.4%	Shares	Sole	2026-01-08
2025-09-30	$256,436	806	+2.3%	Shares	Sole	2025-10-29
2025-06-30	$273,270	788	-2.6%	Shares	Sole	2025-07-10
2025-03-31	$339,011	809	+13.9%	Shares	Sole	2025-04-16
2024-12-31	$292,683	710	+10.9%	Shares	Sole	2025-03-17
2024-09-30	$345,484	640	-18.1%	Shares	Sole	2024-10-24
2024-06-30	$283,034	781	+3.2%	Shares	Sole	2024-07-16
2024-03-31	$303,988	757	+3.4%	Shares	Sole	2024-04-15
2023-12-31	$245,161	732	+6.6%	Shares	Sole	2024-01-30
2023-09-30	$201,833	687	-83.8%	Shares	Sole	2023-11-13
2022-12-31	$1,054,324	4,239	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.