B. Metzler seel. Sohn & Co’s Erie Indemnity ERIE Stock Holding History

B. Metzler seel. Sohn & Co’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	$361K	Buy	+1,436	New	+$386K	﹤0.01%	670
2025 Q2	–	Sell	-559	Closed	-$234K	–	731
2025 Q1	$234K	Hold	559	–	–	﹤0.01%	724
2024 Q4	$230K	Hold	559	–	–	﹤0.01%	733
2024 Q3	$302K	Hold	559	–	–	﹤0.01%	715
2024 Q2	$203K	Buy	559 +25	+5%	+$9.5K	﹤0.01%	749
2024 Q1	$214K	Buy	+534	New	+$196K	﹤0.01%	742
2023 Q4	–	Sell	-2,734	Closed	-$803K	–	756
2023 Q3	$803K	Buy	+2,734	New	+$707K	0.01%	508

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

B. Metzler seel. Sohn & Co's ERIE Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co opened a new position in Erie Indemnity (ERIE) in Q1 2026: 1,436 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: B. Metzler seel. Sohn & Co previously reported a position in ERIE as recently as Q1 2025.

B. Metzler seel. Sohn & Co first reported a position in ERIE in Q3 2023 and has held it in 7 quarters since. The position peaked at $803K in Q3 2023. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

B. Metzler seel. Sohn & Co held 1,436 shares of Erie Indemnity worth $361K as of Q1 2026.
Erie Indemnity was a new B. Metzler seel. Sohn & Co position in Q1 2026.
Erie Indemnity made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #670 holding.
B. Metzler seel. Sohn & Co first reported a position in Erie Indemnity in Q3 2023 and has held it in 7 quarters since.
B. Metzler seel. Sohn & Co's Erie Indemnity position peaked at $803K in Q3 2023.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.