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BTS Asset Management’s Erie Indemnity ERIE Stock Holding History

BTS 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
Q1 		– Sell
-837
Closed -$236K – 36
2025
Q4 		$236K Buy
+837
New +$250K 0.32% 30
2025
Q3 		– Sell
-649
Closed -$225K – 33
2025
Q2 		$225K Buy
649
+127
+24% +$47.1K 0.27% 33
2025
Q1 		$219K Buy
+522
New +$213K 0.25% 30

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

BTS Asset Management's ERIE Position: Q1 2026 in Review

BTS Asset Management sold out of Erie Indemnity (ERIE) in Q1 2026, closing a stake of 837 shares — an estimated $236K sold.

BTS Asset Management first reported a position in ERIE in Q1 2025 and held it in 3 quarters. The position peaked at $236K in Q4 2025. 404 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • BTS Asset Management reported no remaining Erie Indemnity position as of Q1 2026 after selling out during the quarter.
  • BTS Asset Management sold 837 Erie Indemnity shares in Q1 2026, an estimated $236K.
  • BTS Asset Management first reported a position in Erie Indemnity in Q1 2025 and held it in 3 quarters.
  • BTS Asset Management's Erie Indemnity position peaked at $236K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on BTS Asset Management's 13F filing for Q1 2026, filed 13 May 2026.