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AGF Management’s Erie Indemnity ERIE Stock Holding History

AGF Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21M Sell
13,390
-286
-2% -$65.6K 0.01% 347
2026
Q1 		$3.44M Buy
13,676
+3,986
+41% +$1.07M 0.02% 372
2025
Q4 		$2.78M Buy
9,690
+381
+4% +$114K 0.01% 443
2025
Q3 		$2.96M Buy
+9,309
New +$3.21M 0.01% 443
2024
Q4 		– Sell
-6,582
Closed -$3.55M – 702
2024
Q3 		$3.55M Buy
6,582
+417
+7% +$190K 0.02% 313
2024
Q2 		$2.23M Sell
6,165
-106
-2% -$40.3K 0.01% 451
2024
Q1 		$2.52M Sell
6,271
-3,067
-33% -$1.13M 0.01% 365
2023
Q4 		$3.13M Sell
9,338
-1,496
-14% -$449K 0.02% 346
2023
Q3 		$3.18M Sell
10,834
-5,258
-33% -$1.36M 0.02% 317
2023
Q2 		$3.38M Buy
16,092
+1,874
+13% +$418K 0.02% 398
2023
Q1 		$3.29M Buy
+14,218
New +$3.4M 0.02% 398

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AGF Management's ERIE Position: Q2 2026 in Review

AGF Management reduced its Erie Indemnity (ERIE) stake by 2.1% in Q2 2026, selling an estimated $65.6K and leaving 13,390 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #347.

AGF Management first reported a position in ERIE in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.55M in Q3 2024. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • AGF Management held 13,390 shares of Erie Indemnity worth $3.21M as of Q2 2026.
  • AGF Management sold 286 Erie Indemnity shares in Q2 2026, an estimated $65.6K.
  • Erie Indemnity made up 0.01% of AGF Management's portfolio in Q2 2026, its #347 holding.
  • AGF Management first reported a position in Erie Indemnity in Q1 2023 and has held it in 11 quarters since.
  • AGF Management's Erie Indemnity position peaked at $3.55M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.