Ascentis Wealth Management, LLC

Position in ERIE — Erie Indemnity Co

CIK 2032602 DALLAS, TX

Position in ERIE

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

Position Value

$9,350

-$101,226 QoQ

Shares Held

-91.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#370

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

Ascentis Wealth Management, LLC holds $970,554 across 6 Insurance Brokers names. ERIE ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,120	$371,461
2	AJG	Arthur J. Gallagher & Co.	1,391	$319,305
3	WTW	Willis Towers Watson PLC	970	$253,509
4	BRO	Brown & Brown, Inc.	160	$10,263
5	ERIE	Erie Indemnity Co This page	39	$9,350
6	MRSH	Marsh & Mclennan Companies, Inc.	40	$6,666

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,350	39	-91.1%	Shares	Sole	2026-07-30
2026-03-31	$110,576	440	-39.6%	Shares	Sole	2026-04-28
2025-12-31	$208,957	729	+224.0%	Shares	Sole	2026-01-14
2025-09-30	$71,579	225	+41.5%	Shares	Sole	2025-10-24
2025-06-30	$55,135	159	+11.2%	Shares	Sole	2025-07-16
2025-03-31	$59,921	143	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.