Vest Financial, LLC

Position in ERIE — Erie Indemnity Co

CIK 1709632 MCLEAN, VA

Position in ERIE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$45,861,537

-$633,325 QoQ

Shares Held

191,289

+3.4% QoQ

Ownership

0.414%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#13

of 439 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $91,431,464 across 3 Insurance Brokers names. ERIE ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERIE	Erie Indemnity Co This page	191,289	$45,861,537
2	BRO	Brown & Brown, Inc.	704,257	$45,178,086
3	MRSH	Marsh & Mclennan Companies, Inc.	2,351	$391,841

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,861,537	191,289	+3.4%	Shares	Sole	2026-07-24
2026-03-31	$46,494,862	185,010	+21.0%	Shares	Sole	2026-04-24
2025-12-31	$43,811,872	152,841	+2.3%	Shares	Sole	2026-01-30
2025-09-30	$47,542,648	149,430	+15.2%	Shares	Sole	2025-10-30
2025-06-30	$44,996,348	129,751	-8.4%	Shares	Defined	2025-07-25
2025-03-31	$59,366,393	141,669	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.