CIBC World Markets’s Erie Indemnity ERIE Stock Holding History

CIBC World Markets’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
2025 Q4	$1.01M	Buy	+3,534	New	+$1.05M	﹤0.01%	734
2025 Q2	$1.1M	Buy	3,159 +128	+4%	+$47.5K	0.01%	652
2025 Q1	$1.27M	Sell	3,031 -946	-24%	-$386K	0.01%	617
2024 Q4	$1.64M	Sell	3,977 -909	-19%	-$407K	0.01%	561
2024 Q3	$2.64M	Buy	4,886 +3,516	+257%	+$1.6M	0.02%	462
2024 Q2	$496K	Buy	1,370 +330	+32%	+$125K	﹤0.01%	659
2024 Q1	$418K	Buy	1,040 +333	+47%	+$123K	﹤0.01%	741
2023 Q4	$237K	Buy	+707	New	+$212K	﹤0.01%	727

Other funds holding ERIE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

CIBC World Markets's ERIE Position: Q4 2025 in Review

CIBC World Markets opened a new position in Erie Indemnity (ERIE) in Q4 2025: 3,534 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in ERIE as recently as Q2 2025.

CIBC World Markets first reported a position in ERIE in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.64M in Q3 2024. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

CIBC World Markets held 3,534 shares of Erie Indemnity worth $1.01M as of Q4 2025.
Erie Indemnity was a new CIBC World Markets position in Q4 2025.
Erie Indemnity made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #734 holding.
CIBC World Markets first reported a position in Erie Indemnity in Q4 2023 and has held it in 8 quarters since.
CIBC World Markets's Erie Indemnity position peaked at $2.64M in Q3 2024.
423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.