Brown Advisory’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
Q1 | $1.52M | Sell |
6,052
-527
| -8% | -$141K | ﹤0.01% | 743 |
|
|
2025
Q4 | $1.89M | Sell |
6,579
-152
| -2% | -$45.4K | ﹤0.01% | 694 |
|
|
2025
Q3 | $2.14M | Hold |
6,731
| – | – | ﹤0.01% | 658 |
|
|
2025
Q2 | $2.33M | Buy |
6,731
+17
| +0.3% | +$6.31K | ﹤0.01% | 629 |
|
|
2025
Q1 | $2.81M | Sell |
6,714
-450
| -6% | -$184K | ﹤0.01% | 590 |
|
|
2024
Q4 | $2.95M | Sell |
7,164
-1,959
| -21% | -$877K | ﹤0.01% | 585 |
|
|
2024
Q3 | $4.92M | Hold |
9,123
| – | – | 0.01% | 510 |
|
|
2024
Q2 | $3.31M | Sell |
9,123
-335
| -4% | -$127K | ﹤0.01% | 551 |
|
|
2024
Q1 | $3.8M | Sell |
9,458
-9
| -0.1% | -$3.31K | 0.01% | 536 |
|
|
2023
Q4 | $3.17M | Sell |
9,467
-359
| -4% | -$108K | ﹤0.01% | 547 |
|
|
2023
Q3 | $2.89M | Sell |
9,826
-173
| -2% | -$44.7K | ﹤0.01% | 548 |
|
|
2023
Q2 | $2.1M | Sell |
9,999
-683
| -6% | -$152K | ﹤0.01% | 605 |
|
|
2023
Q1 | $2.47M | Sell |
10,682
-403
| -4% | -$96.4K | ﹤0.01% | 571 |
|
|
2022
Q4 | $2.76M | Sell |
11,085
-675
| -6% | -$174K | 0.01% | 557 |
|
|
2022
Q3 | $2.62M | Sell |
11,760
-1,407
| -11% | -$296K | 0.01% | 532 |
|
|
2022
Q2 | $2.53M | Sell |
13,167
-17,519
| -57% | -$3.05M | ﹤0.01% | 535 |
|
|
2022
Q1 | $5.41M | Buy |
30,686
+1,048
| +4% | +$188K | 0.01% | 465 |
|
|
2021
Q4 | $5.71M | Sell |
29,638
-16,185
| -35% | -$3.25M | 0.01% | 462 |
|
|
2021
Q3 | $8.18M | Sell |
45,823
-2,202
| -5% | -$398K | 0.01% | 393 |
|
|
2021
Q2 | $9.29M | Sell |
48,025
-1,094
| -2% | -$226K | 0.01% | 387 |
|
|
2021
Q1 | $10.9M | Sell |
49,119
-1,419
| -3% | -$344K | 0.02% | 345 |
|
|
2020
Q4 | $12.4M | Sell |
50,538
-1,509
| -3% | -$352K | 0.02% | 315 |
|
|
2020
Q3 | $10.9M | Sell |
52,047
-1,304
| -2% | -$274K | 0.02% | 304 |
|
|
2020
Q2 | $10.2M | Sell |
53,351
-6,014
| -10% | -$1.06M | 0.02% | 305 |
|
|
2020
Q1 | $8.8M | Buy |
59,365
+3,776
| +7% | +$608K | 0.03% | 300 |
|
|
2019
Q4 | $9.23M | Buy |
55,589
+601
| +1% | +$106K | 0.02% | 332 |
|
|
2019
Q3 | $10.2M | Sell |
54,988
-3,467
| -6% | -$787K | 0.03% | 314 |
|
|
2019
Q2 | $14.9M | Sell |
58,455
-12,466
| -18% | -$2.58M | 0.04% | 275 |
|
|
2019
Q1 | $12.7M | Sell |
70,921
-4,461
| -6% | -$716K | 0.04% | 313 |
|
|
2018
Q4 | $10.1M | Buy |
75,382
+242
| +0.3% | +$31.4K | 0.03% | 325 |
|
|
2018
Q3 | $9.58M | Sell |
75,140
-1,097
| -1% | -$136K | 0.03% | 349 |
|
|
2018
Q2 | $8.94M | Sell |
76,237
-4,097
| -5% | -$474K | 0.03% | 351 |
|
|
2018
Q1 | $9.45M | Sell |
80,334
-4,687
| -6% | -$546K | 0.03% | 314 |
|
|
2017
Q4 | $10.4M | Sell |
85,021
-1,920
| -2% | -$233K | 0.03% | 311 |
|
|
2017
Q3 | $10.5M | Sell |
86,941
-2,007
| -2% | -$245K | 0.03% | 301 |
|
|
2017
Q2 | $11.1M | Sell |
88,948
-2,304
| -3% | -$278K | 0.03% | 296 |
|
|
2017
Q1 | $11.2M | Sell |
91,252
-4,773
| -5% | -$556K | 0.04% | 275 |
|
|
2016
Q4 | $10.8M | Sell |
96,025
-6,772
| -7% | -$720K | 0.04% | 273 |
|
|
2016
Q3 | $10.5M | Sell |
102,797
-2,756
| -3% | -$274K | 0.04% | 279 |
|
|
2016
Q2 | $10.5M | Sell |
105,553
-3,009
| -3% | -$287K | 0.04% | 274 |
|
|
2016
Q1 | $10.1M | Sell |
108,562
-26,603
| -20% | -$2.5M | 0.03% | 273 |
|
|
2015
Q4 | $12.9M | Sell |
135,165
-11,472
| -8% | -$1.04M | 0.04% | 235 |
|
|
2015
Q3 | $12.2M | Buy |
146,637
+1,345
| +0.9% | +$112K | 0.04% | 242 |
|
|
2015
Q2 | $11.9M | Sell |
145,292
-9,489
| -6% | -$786K | 0.04% | 260 |
|
|
2015
Q1 | $13.5M | Sell |
154,781
-2,738
| -2% | -$243K | 0.04% | 242 |
|
|
2014
Q4 | $14.3M | Sell |
157,519
-141
| -0.1% | -$12K | 0.05% | 233 |
|
|
2014
Q3 | $12M | Sell |
157,660
-3,317
| -2% | -$250K | 0.04% | 246 |
|
|
2014
Q2 | $12.1M | Sell |
160,977
-2,110
| -1% | -$156K | 0.04% | 237 |
|
|
2014
Q1 | $11.4M | Sell |
163,087
-7,012
| -4% | -$493K | 0.04% | 245 |
|
|
2013
Q4 | $12.4M | Sell |
170,099
-3,661
| -2% | -$261K | 0.04% | 224 |
|
|
2013
Q3 | $12.6M | Sell |
173,760
-2,967
| -2% | -$229K | 0.05% | 214 |
|
|
2013
Q2 | $14.1M | Buy |
+176,727
| New | +$13.7M | 0.06% | 187 |
|
Other funds holding ERIE
VCM
VPM