Cerity Partners
ERIE icon

Cerity Partners’s Erie Indemnity ERIE Stock Holding History

Cerity Partners’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 		$4.55M Buy
18,987
+744
+4% +$171K 0.01% 1151
2026
Q1 		$4.58M Buy
18,243
+1,635
+10% +$439K 0.01% 1054
2025
Q4 		$4.67M Buy
16,608
+2,074
+14% +$619K 0.01% 953
2025
Q3 		$4.54M Sell
14,534
-98
-0.7% -$33.8K 0.01% 895
2025
Q2 		$5.31M Buy
14,632
+11,750
+408% +$4.36M 0.01% 778
2025
Q1 		$1.21M Buy
2,882
+1,496
+108% +$610K ﹤0.01% 1341
2024
Q4 		$590K Buy
1,386
+328
+31% +$147K ﹤0.01% 1671
2024
Q3 		$571K Buy
1,058
+101
+11% +$46K ﹤0.01% 1708
2024
Q2 		$347K Sell
957
-55
-5% -$20.9K ﹤0.01% 1739
2024
Q1 		$406K Buy
1,012
+198
+24% +$72.8K ﹤0.01% 1711
2023
Q4 		$272K Buy
814
+47
+6% +$14.1K ﹤0.01% 1568
2023
Q3 		$225K Buy
+767
New +$198K ﹤0.01% 1250
2023
Q1 		– Sell
-867
Closed -$216K – 1862
2022
Q4 		$216K Buy
+867
New +$223K ﹤0.01% 1308

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's ERIE Position: Q2 2026 in Review

Cerity Partners increased its Erie Indemnity (ERIE) stake by 4.1% in Q2 2026, buying an estimated $171K and bringing the position to 18,987 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #1151.

Cerity Partners first reported a position in ERIE in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.31M in Q2 2025. 416 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Cerity Partners held 18,987 shares of Erie Indemnity worth $4.55M as of Q2 2026.
  • Cerity Partners bought 744 Erie Indemnity shares in Q2 2026, an estimated $171K.
  • Erie Indemnity made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1151 holding.
  • Cerity Partners first reported a position in Erie Indemnity in Q4 2022 and has held it in 13 quarters since.
  • Cerity Partners's Erie Indemnity position peaked at $5.31M in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.