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Equibles

Prestige Wealth Management Group LLC

Position in ERIE — Erie Indemnity Co

CIK 1772715 FLEMINGTON, NJ
Back to ERIE Full portfolio

Position in ERIE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$959
-$46 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 440 holders
Holding Since
Mar 2020
22 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, 2026

Prestige Wealth Management Group LLC holds $77,221 across 6 Insurance Brokers names. ERIE ranks #5 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
 134 $30,762
2 MRSH
Marsh & Mclennan Companies, Inc.
 169 $28,167
3 AON
Aon plc
 41 $13,599
4 BRO
Brown & Brown, Inc.
 46 $2,950
5 ERIE
Erie Indemnity Co
This page 		4 $959
6 WTW
Willis Towers Watson PLC
 3 $784

All Filings in ERIE

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $959 4
2026-03-31 $1,005 4
2025-12-31 $1,146 4
2025-09-30 $1,272 4
2025-06-30 $1,387 4
2025-03-31 $1,676 4
2024-12-31 $1,648 4
2024-09-30 $2,159 4
2024-06-30 $1,449 4
2024-03-31 $5,220 13
2023-12-31 $10,047 30
2023-09-30 $9,988 34
2023-06-30 $1,260 6
2023-03-31 $8,570 37
2022-12-31 $4,227 17
2022-09-30 $889 4
2022-06-30 $768 4
2022-03-31 $4,403 25
2020-12-31 $736 3
2020-09-30 $13,668 65
2020-06-30 $11,705 61
2020-03-31 $12,155 82