Chevy Chase Trust’s Erie Indemnity ERIE Stock Holding History

Chevy Chase Trust’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	$2.94M	Sell	12,266 -248	-2%	-$56.9K	0.01%	545
2026 Q1	$3.14M	Sell	12,514 -365	-3%	-$98K	0.01%	540
2025 Q4	$3.69M	Sell	12,879 -87	-0.7%	-$26K	0.01%	543
2025 Q3	$4.13M	Sell	12,966 -210	-2%	-$72.5K	0.01%	529
2025 Q2	$4.57M	Buy	13,176 +95	+0.7%	+$35.2K	0.01%	517
2025 Q1	$5.48M	Sell	13,081 -8	-0.1%	-$3.27K	0.02%	495
2024 Q4	$5.4M	Sell	13,089 -285	-2%	-$128K	0.02%	502
2024 Q3	$7.22M	Buy	+13,374	New	+$6.09M	0.02%	468

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chevy Chase Trust's ERIE Position: Q2 2026 in Review

Chevy Chase Trust reduced its Erie Indemnity (ERIE) stake by 2% in Q2 2026, selling an estimated $56.9K and leaving 12,266 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #545.

Chevy Chase Trust first reported a position in ERIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.22M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Chevy Chase Trust held 12,266 shares of Erie Indemnity worth $2.94M as of Q2 2026.
Chevy Chase Trust sold 248 Erie Indemnity shares in Q2 2026, an estimated $56.9K.
Erie Indemnity made up 0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #545 holding.
Chevy Chase Trust first reported a position in Erie Indemnity in Q3 2024 and has held it in 8 quarters since.
Chevy Chase Trust's Erie Indemnity position peaked at $7.22M in Q3 2024.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.