Bank of Montreal’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
Q2 | $8.99M | Buy |
37,496
+14,964
| +66% | +$3.43M | ﹤0.01% | 1196 |
|
|
2026
Q1 | $5.66M | Buy |
22,532
+437
| +2% | +$117K | ﹤0.01% | 1281 |
|
|
2025
Q4 | $6.33M | Buy |
22,095
+2,707
| +14% | +$808K | ﹤0.01% | 1254 |
|
|
2025
Q3 | $6.17M | Buy |
19,388
+1,856
| +11% | +$641K | ﹤0.01% | 1220 |
|
|
2025
Q2 | $6.08M | Sell |
17,532
-4,238
| -19% | -$1.57M | ﹤0.01% | 1171 |
|
|
2025
Q1 | $9.12M | Sell |
21,770
-3,183
| -13% | -$1.3M | ﹤0.01% | 970 |
|
|
2024
Q4 | $10.3M | Sell |
24,953
-1,183
| -5% | -$530K | ﹤0.01% | 986 |
|
|
2024
Q3 | $14.1M | Buy |
26,136
+17,103
| +189% | +$7.79M | 0.01% | 909 |
|
|
2024
Q2 | $3.33M | Buy |
9,033
+4,170
| +86% | +$1.58M | ﹤0.01% | 1437 |
|
|
2024
Q1 | $1.98M | Buy |
4,863
+279
| +6% | +$103K | ﹤0.01% | 1643 |
|
|
2023
Q4 | $1.54M | Buy |
4,584
+352
| +8% | +$106K | ﹤0.01% | 1822 |
|
|
2023
Q3 | $1.22M | Sell |
4,232
-48,572
| -92% | -$12.6M | ﹤0.01% | 1947 |
|
|
2023
Q2 | $11.5M | Buy |
52,804
+49,873
| +1,702% | +$11.1M | ﹤0.01% | 960 |
|
|
2023
Q1 | $682K | Buy |
2,931
+234
| +9% | +$56K | ﹤0.01% | 2280 |
|
|
2022
Q4 | $744K | Sell |
2,697
-47
| -2% | -$12.1K | ﹤0.01% | 2363 |
|
|
2022
Q3 | $615 | Buy |
2,744
+22
| +0.8% | +$4.63K | ﹤0.01% | 2459 |
|
|
2022
Q2 | $525 | Sell |
2,722
-2,328
| -46% | -$405K | ﹤0.01% | 2660 |
|
|
2022
Q1 | $912K | Buy |
5,050
+412
| +9% | +$74K | ﹤0.01% | 2414 |
|
|
2021
Q4 | $902K | Sell |
4,638
-1,516
| -25% | -$305K | ﹤0.01% | 2009 |
|
|
2021
Q3 | $1.13M | Buy |
6,154
+1,527
| +33% | +$276K | ﹤0.01% | 2410 |
|
|
2021
Q2 | $897K | Sell |
4,627
-108,112
| -96% | -$22.3M | ﹤0.01% | 2550 |
|
|
2021
Q1 | $25.1M | Buy |
112,739
+109,975
| +3,979% | +$26.7M | 0.02% | 613 |
|
|
2020
Q4 | $710K | Buy |
2,764
+174
| +7% | +$40.6K | ﹤0.01% | 2493 |
|
|
2020
Q3 | $566K | Sell |
2,590
-452
| -15% | -$94.9K | ﹤0.01% | 2283 |
|
|
2020
Q2 | $573K | Buy |
3,042
+331
| +12% | +$58.3K | ﹤0.01% | 2202 |
|
|
2020
Q1 | $438K | Sell |
2,711
-1,479
| -35% | -$238K | ﹤0.01% | 2037 |
|
|
2019
Q4 | $695K | Buy |
4,190
+127
| +3% | +$22.4K | ﹤0.01% | 2482 |
|
|
2019
Q3 | $755K | Buy |
4,063
+117
| +3% | +$26.6K | ﹤0.01% | 2204 |
|
|
2019
Q2 | $1M | Sell |
3,946
-132
| -3% | -$27.3K | ﹤0.01% | 2062 |
|
|
2019
Q1 | $728K | Sell |
4,078
-3,647
| -47% | -$586K | ﹤0.01% | 2144 |
|
|
2018
Q4 | $1.03M | Sell |
7,725
-129
| -2% | -$16.7K | ﹤0.01% | 1872 |
|
|
2018
Q3 | $1M | Sell |
7,854
-5
| -0.1% | -$621 | ﹤0.01% | 1995 |
|
|
2018
Q2 | $922K | Sell |
7,859
-127
| -2% | -$14.7K | ﹤0.01% | 2050 |
|
|
2018
Q1 | $940K | Sell |
7,986
-438
| -5% | -$51K | ﹤0.01% | 1950 |
|
|
2017
Q4 | $1.03M | Buy |
8,424
+1,449
| +21% | +$176K | ﹤0.01% | 1939 |
|
|
2017
Q3 | $842K | Buy |
6,975
+181
| +3% | +$22.1K | ﹤0.01% | 2056 |
|
|
2017
Q2 | $850K | Buy |
6,794
+456
| +7% | +$55K | ﹤0.01% | 2052 |
|
|
2017
Q1 | $777K | Sell |
6,338
-627
| -9% | -$73K | ﹤0.01% | 1944 |
|
|
2016
Q4 | $747K | Sell |
6,965
-709
| -9% | -$75.4K | ﹤0.01% | 1993 |
|
|
2016
Q3 | $783K | Buy |
7,674
+2
| +0% | +$199 | ﹤0.01% | 1918 |
|
|
2016
Q2 | $762K | Sell |
7,672
-9,042
| -54% | -$862K | ﹤0.01% | 1952 |
|
|
2016
Q1 | $1.55M | Buy |
16,714
+616
| +4% | +$58K | ﹤0.01% | 1554 |
|
|
2015
Q4 | $1.54M | Buy |
16,098
+6,232
| +63% | +$565K | ﹤0.01% | 1523 |
|
|
2015
Q3 | $818K | Sell |
9,866
-12,422
| -56% | -$1.03M | ﹤0.01% | 1645 |
|
|
2015
Q2 | $1.83M | Sell |
22,288
-4,097
| -16% | -$339K | ﹤0.01% | 1419 |
|
|
2015
Q1 | $2.3M | Buy |
26,385
+2,806
| +12% | +$249K | ﹤0.01% | 1308 |
|
|
2014
Q4 | $2.14M | Buy |
23,579
+690
| +3% | +$58.8K | ﹤0.01% | 1385 |
|
|
2014
Q3 | $1.74M | Buy |
22,889
+5,103
| +29% | +$384K | ﹤0.01% | 1534 |
|
|
2014
Q2 | $1.34M | Sell |
17,786
-1,014
| -5% | -$74.9K | ﹤0.01% | 1620 |
|
|
2014
Q1 | $1.31M | Sell |
18,800
-2,701
| -13% | -$190K | ﹤0.01% | 1533 |
|
|
2013
Q4 | $1.57M | Sell |
21,501
-49
| -0.2% | -$3.49K | ﹤0.01% | 1274 |
|
|
2013
Q3 | $1.56M | Sell |
21,550
-196
| -0.9% | -$15.1K | ﹤0.01% | 1251 |
|
|
2013
Q2 | $1.73M | Buy |
+21,746
| New | +$1.69M | ﹤0.01% | 1159 |
|
Other funds holding ERIE
Bank of Montreal's ERIE Position: Q2 2026 in Review
Bank of Montreal increased its Erie Indemnity (ERIE) stake by 66% in Q2 2026, buying an estimated $3.43M and bringing the position to 37,496 shares worth $8.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.
Bank of Montreal first reported a position in ERIE in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.1M in Q1 2021. 416 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.
- Bank of Montreal held 37,496 shares of Erie Indemnity worth $8.99M as of Q2 2026.
- Bank of Montreal bought 14,964 Erie Indemnity shares in Q2 2026, an estimated $3.43M.
- Erie Indemnity made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1196 holding.
- Bank of Montreal first reported a position in Erie Indemnity in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Erie Indemnity position peaked at $25.1M in Q1 2021.
- 416 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.