Balyasny Asset Management
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Balyasny Asset Management’s Erie Indemnity ERIE Stock Holding History

Balyasny Asset 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
Q2 		$10.4M Buy
+43,254
New +$9.92M 0.01% 1044
2026
Q1 		– Sell
-903
Closed -$259K – 3060
2025
Q4 		$259K Sell
903
-35,300
-98% -$10.5M ﹤0.01% 2793
2025
Q3 		$11.5M Buy
36,203
+33,234
+1,119% +$11.5M 0.01% 982
2025
Q2 		$1.03M Sell
2,969
-12,951
-81% -$4.8M ﹤0.01% 2026
2025
Q1 		$6.67M Buy
15,920
+136
+0.9% +$55.5K 0.01% 1117
2024
Q4 		$6.51M Buy
15,784
+11,326
+254% +$5.07M 0.01% 1149
2024
Q3 		$2.41M Buy
+4,458
New +$2.03M ﹤0.01% 1597
2024
Q1 		– Sell
-31,152
Closed -$10.4M – 2751
2023
Q4 		$10.4M Buy
31,152
+26,849
+624% +$8.07M 0.02% 843
2023
Q3 		$1.26M Sell
4,303
-15,331
-78% -$3.96M ﹤0.01% 1507
2023
Q2 		$4.12M Buy
+19,634
New +$4.38M 0.01% 1130
2023
Q1 		– Sell
-8,169
Closed -$2.03M – 2796
2022
Q4 		$2.03M Buy
8,169
+2,999
+58% +$772K 0.01% 1411
2022
Q3 		$1.15M Sell
5,170
-2,830
-35% -$596K ﹤0.01% 1734
2022
Q2 		$1.54M Sell
8,000
-3,997
-33% -$695K 0.01% 1544
2022
Q1 		$2.11M Buy
11,997
+7,925
+195% +$1.42M 0.01% 1329
2021
Q4 		$785K Buy
4,072
+2,522
+163% +$507K ﹤0.01% 1512
2021
Q3 		$277K Sell
1,550
-4,085
-72% -$739K ﹤0.01% 1599
2021
Q2 		$1.09M Sell
5,635
-3,336
-37% -$688K 0.01% 1233
2021
Q1 		$1.98M Buy
8,971
+4,980
+125% +$1.21M 0.01% 1035
2020
Q4 		$980K Sell
3,991
-2,679
-40% -$625K 0.01% 1026
2020
Q3 		$1.4M Buy
6,670
+5,436
+441% +$1.14M 0.01% 927
2020
Q2 		$237K Sell
1,234
-2,957
-71% -$520K ﹤0.01% 1024
2020
Q1 		$621K Buy
+4,191
New +$675K 0.01% 860

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

Balyasny Asset Management's ERIE Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in Erie Indemnity (ERIE) in Q2 2026: 43,254 shares worth $10.4M. The stake represents 0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in ERIE as recently as Q4 2025.

Balyasny Asset Management first reported a position in ERIE in Q1 2020 and has held it in 22 quarters since. The position peaked at $11.5M in Q3 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Balyasny Asset Management held 43,254 shares of Erie Indemnity worth $10.4M as of Q2 2026.
  • Erie Indemnity was a new Balyasny Asset Management position in Q2 2026.
  • Erie Indemnity made up 0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1044 holding.
  • Balyasny Asset Management first reported a position in Erie Indemnity in Q1 2020 and has held it in 22 quarters since.
  • Balyasny Asset Management's Erie Indemnity position peaked at $11.5M in Q3 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.