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Aspect Partners’s Erie Indemnity ERIE Stock Holding History

Aspect Partners’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 		$8.63K Buy
36
+30
+500% +$6.88K ﹤0.01% 310
2026
Q1 		$1.51K Buy
6
+1
+20% +$268 ﹤0.01% 543
2025
Q4 		$1.43K Hold
5
– – ﹤0.01% 596
2025
Q3 		$1.59K Buy
+5
New +$1.73K ﹤0.01% 611

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspect Partners's ERIE Position: Q2 2026 in Review

Aspect Partners increased its Erie Indemnity (ERIE) stake by 500% in Q2 2026, buying an estimated $6.88K and bringing the position to 36 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Aspect Partners first reported a position in ERIE in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Aspect Partners held 36 shares of Erie Indemnity worth $8.63K as of Q2 2026.
  • Aspect Partners bought 30 Erie Indemnity shares in Q2 2026, an estimated $6.88K.
  • Erie Indemnity made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #310 holding.
  • Aspect Partners first reported a position in Erie Indemnity in Q3 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.