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Allegheny Financial Group’s Erie Indemnity ERIE Stock Holding History

Allegheny Financial Group’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 		$15.7M Hold
65,647
– – 1.67% 16
2026
Q1 		$16.5M Hold
65,647
– – 2.22% 12
2025
Q4 		$18.8M Buy
65,647
+10
+0% +$2.98K 2.79% 9
2025
Q3 		$20.9M Sell
65,637
-4
-0% -$1.38K 3.9% 5
2025
Q2 		$22.8M Buy
65,641
+4
+0% +$1.48K 5.06% 2
2025
Q1 		$27.5M Sell
65,637
-152
-0.2% -$62K 7.05% 1
2024
Q4 		$27.1M Buy
65,789
+151
+0.2% +$67.6K 6.98% 1
2024
Q3 		$35.4M Sell
65,638
-1,283
-2% -$584K 8.75% 1
2024
Q2 		$24.3M Buy
66,921
+1,191
+2% +$453K 6.96% 1
2024
Q1 		$26.4M Sell
65,730
-4,606
-7% -$1.69M 8.15% 1
2023
Q4 		$23.6M Buy
70,336
+7
+0% +$2.1K 7.57% 1
2023
Q3 		$20.7M Sell
70,329
-3,530
-5% -$913K 7.74% 1
2023
Q2 		$15.5M Sell
73,859
-62
-0.1% -$13.8K 7.34% 2
2023
Q1 		$17.1M Sell
73,921
-46
-0.1% -$11K 6.92% 3
2022
Q4 		$18.4M Sell
73,967
-7,791
-10% -$2M 7.69% 1
2022
Q3 		$18.2M Buy
81,758
+10
+0% +$2.11K 8.55% 1
2022
Q2 		$15.7M Buy
81,748
+10
+0% +$1.74K 7.32% 1
2022
Q1 		$14.4M Buy
81,738
+11
+0% +$1.98K 6.09% 3
2021
Q4 		$15.7M Buy
81,727
+9
+0% +$1.81K 6.28% 3
2021
Q3 		$14.6M Buy
81,718
+10
+0% +$1.81K 6.68% 4
2021
Q2 		$15.8M Sell
81,708
-11
-0% -$2.27K 7.15% 3
2021
Q1 		$18.1M Buy
81,719
+7
+0% +$1.7K 13.21% 2
2020
Q4 		$20.1M Buy
+81,712
New +$19.1M 10.78% 2

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 $3.37T AUM 44.26% 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

Allegheny Financial Group's ERIE Position: Q2 2026 in Review

Allegheny Financial Group held its Erie Indemnity (ERIE) position steady in Q2 2026 at 65,647 shares worth $15.7M. The position accounts for 1.67% of the portfolio, ranked #16.

Allegheny Financial Group first reported a position in ERIE in Q4 2020 and has held it in 23 quarters since. The position peaked at $35.4M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Allegheny Financial Group held 65,647 shares of Erie Indemnity worth $15.7M as of Q2 2026.
  • Allegheny Financial Group left its Erie Indemnity share count unchanged in Q2 2026.
  • Erie Indemnity made up 1.67% of Allegheny Financial Group's portfolio in Q2 2026, its #16 holding.
  • Allegheny Financial Group first reported a position in Erie Indemnity in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's Erie Indemnity position peaked at $35.4M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.