Allegheny Financial Group’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 | $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
VCM
VPM
