Pinnacle Wealth Planning Services, Inc.
Position in ERIE — Erie Indemnity Co
CIK 1726752
MANSFIELD, OH
Position in ERIE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,836
+$2,329 QoQ
Shares Held
16
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#383
of 439 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $2,692,519 across 9 Insurance Brokers names. ERIE ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
6,783 | $1,557,173 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,880 | $480,009 | |
| 3 | AON |
Aon plc
|
847 | $280,941 | |
| 4 | BRO |
Brown & Brown, Inc.
|
2,354 | $151,009 | |
| 5 | CRVL |
Corvel Corp
|
1,976 | $123,539 | |
| 6 | WTW |
Willis Towers Watson PLC
|
195 | $50,967 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
920 | $44,620 | |
| 8 | ERIE |
Erie Indemnity Co
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|
16 | $3,836 |
All Filings in ERIE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,836 | 16 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,507 | 6 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,006 | 7 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $24,068 | 98 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||