Advisory Alpha’s Erie Indemnity ERIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$569K Buy
2,262
+484
+27% +$130K 0.02% 298
2025
Q4
$510K Buy
1,778
+440
+33% +$131K 0.01% 299
2025
Q3
$421K Buy
+1,338
New +$462K 0.01% 331

Other funds holding ERIE

Advisory Alpha's ERIE Position: Q1 2026 in Review

Advisory Alpha increased its Erie Indemnity (ERIE) stake by 27% in Q1 2026, buying an estimated $130K and bringing the position to 2,262 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #298.

Advisory Alpha first reported a position in ERIE in Q3 2025 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Advisory Alpha held 2,262 shares of Erie Indemnity worth $569K as of Q1 2026.
  • Advisory Alpha bought 484 Erie Indemnity shares in Q1 2026, an estimated $130K.
  • Erie Indemnity made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #298 holding.
  • Advisory Alpha first reported a position in Erie Indemnity in Q3 2025 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.