Bessemer Group’s Erie Indemnity ERIE Stock Holding History

Bessemer Group’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	$230K	Buy	917 +281	+44%	+$75.4K	﹤0.01%	1366
2025 Q4	$182K	Sell	636 -74	-10%	-$22.1K	﹤0.01%	1365
2025 Q3	$227K	Buy	710 +45	+7%	+$15.5K	﹤0.01%	1091
2025 Q2	$231K	Buy	665 +2	+0.3%	+$742	﹤0.01%	1063
2025 Q1	$278K	Sell	663 -9	-1%	-$3.67K	﹤0.01%	1012
2024 Q4	$277K	Sell	672 -7	-1%	-$3.13K	﹤0.01%	1018
2024 Q3	$366K	Buy	679 +5	+0.7%	+$2.28K	﹤0.01%	975
2024 Q2	$244K	Hold	674	–	–	﹤0.01%	959
2024 Q1	$270K	Sell	674 -3	-0.4%	-$1.1K	﹤0.01%	950
2023 Q4	$227K	Hold	677	–	–	﹤0.01%	1013
2023 Q3	$199K	Buy	677 +41	+6%	+$10.6K	﹤0.01%	1033
2023 Q2	$134K	Buy	+636	New	+$142K	﹤0.01%	1149

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

Bessemer Group's ERIE Position: Q1 2026 in Review

Bessemer Group increased its Erie Indemnity (ERIE) stake by 44% in Q1 2026, buying an estimated $75.4K and bringing the position to 917 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Bessemer Group first reported a position in ERIE in Q2 2023 and has held it in 12 quarters since. The position peaked at $366K in Q3 2024. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Bessemer Group held 917 shares of Erie Indemnity worth $230K as of Q1 2026.
Bessemer Group bought 281 Erie Indemnity shares in Q1 2026, an estimated $75.4K.
Erie Indemnity made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1366 holding.
Bessemer Group first reported a position in Erie Indemnity in Q2 2023 and has held it in 12 quarters since.
Bessemer Group's Erie Indemnity position peaked at $366K in Q3 2024.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.