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
Q2
$1.4M Buy
5,830
+3,568
+158% +$818K 0.03% 176
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: Q2 2026 in Review

Advisory Alpha increased its Erie Indemnity (ERIE) stake by 158% in Q2 2026, buying an estimated $818K and bringing the position to 5,830 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #176.

Advisory Alpha first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Advisory Alpha held 5,830 shares of Erie Indemnity worth $1.4M as of Q2 2026.
  • Advisory Alpha bought 3,568 Erie Indemnity shares in Q2 2026, an estimated $818K.
  • Erie Indemnity made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #176 holding.
  • Advisory Alpha first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.