Aquatic Capital Management’s Erie Indemnity ERIE Stock Holding History

Aquatic Capital 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 Q1	$1.44M	Buy	5,714 +1,163	+26%	+$312K	0.04%	463
2025 Q4	$1.3M	Buy	4,551 +292	+7%	+$87.2K	0.04%	479
2025 Q3	$1.36M	Buy	+4,259	New	+$1.47M	0.03%	586
2024 Q3	–	Sell	-2,160	Closed	-$783K	–	1243
2024 Q2	$783K	Buy	2,160 +120	+6%	+$45.6K	0.03%	447
2024 Q1	$819K	Buy	+2,040	New	+$750K	0.03%	432
2023 Q3	–	Sell	-3,900	Closed	-$819K	–	1355
2023 Q2	$819K	Buy	+3,900	New	+$870K	0.04%	349
2022 Q4	–	Sell	-1,300	Closed	-$289K	–	1493
2022 Q3	$289K	Buy	+1,300	New	+$274K	0.03%	535
2022 Q2	–	Sell	-100	Closed	-$18K	–	1296
2022 Q1	$18K	Buy	+100	New	+$18K	0.03%	518

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aquatic Capital Management's ERIE Position: Q1 2026 in Review

Aquatic Capital Management increased its Erie Indemnity (ERIE) stake by 26% in Q1 2026, buying an estimated $312K and bringing the position to 5,714 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #463.

Aquatic Capital Management first reported a position in ERIE in Q1 2022 and has held it in 8 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Aquatic Capital Management held 5,714 shares of Erie Indemnity worth $1.44M as of Q1 2026.
Aquatic Capital Management bought 1,163 Erie Indemnity shares in Q1 2026, an estimated $312K.
Erie Indemnity made up 0.04% of Aquatic Capital Management's portfolio in Q1 2026, its #463 holding.
Aquatic Capital Management first reported a position in Erie Indemnity in Q1 2022 and has held it in 8 quarters since.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.