BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ERIE — Erie Indemnity Co
CIK 2010186
CINCINNATI, OH
Position in ERIE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,473
+$6,187 QoQ
Shares Held
27
+2600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#379
of 439 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,585,612 across 6 Insurance Brokers names. ERIE ranks #5 (0.3% of the industry book) .
All Filings in ERIE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,473 | 27 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $286 | 1 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $318 | 1 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $346 | 1 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||