Creative Planning’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 | $2.36M | Buy |
9,385
+664
| +8% | +$178K | ﹤0.01% | 1772 |
|
|
2025
Q4 | $2.5M | Buy |
8,721
+121
| +1% | +$36.1K | ﹤0.01% | 1540 |
|
|
2025
Q3 | $2.74M | Buy |
8,600
+261
| +3% | +$90.1K | ﹤0.01% | 1299 |
|
|
2025
Q2 | $2.89M | Buy |
8,339
+65
| +0.8% | +$24.1K | ﹤0.01% | 1060 |
|
|
2025
Q1 | $3.47M | Sell |
8,274
-4
| -0% | -$1.63K | ﹤0.01% | 864 |
|
|
2024
Q4 | $3.41M | Hold |
8,278
| – | – | ﹤0.01% | 830 |
|
|
2024
Q3 | $4.47M | Sell |
8,278
-1,265
| -13% | -$576K | ﹤0.01% | 675 |
|
|
2024
Q2 | $3.46M | Sell |
9,543
-46
| -0.5% | -$17.5K | ﹤0.01% | 761 |
|
|
2024
Q1 | $3.85M | Buy |
9,589
+54
| +0.6% | +$19.9K | ﹤0.01% | 698 |
|
|
2023
Q4 | $3.19M | Buy |
9,535
+349
| +4% | +$105K | 0.01% | 716 |
|
|
2023
Q3 | $2.7M | Sell |
9,186
-181
| -2% | -$46.8K | ﹤0.01% | 729 |
|
|
2023
Q2 | $1.97M | Buy |
9,367
+116
| +1% | +$25.9K | ﹤0.01% | 826 |
|
|
2023
Q1 | $2.14M | Sell |
9,251
-118
| -1% | -$28.2K | ﹤0.01% | 755 |
|
|
2022
Q4 | $2.33M | Buy |
9,369
+461
| +5% | +$119K | ﹤0.01% | 700 |
|
|
2022
Q3 | $1.98M | Sell |
8,908
-203
| -2% | -$42.8K | ﹤0.01% | 704 |
|
|
2022
Q2 | $1.75M | Buy |
9,111
+4
| +0% | +$696 | ﹤0.01% | 765 |
|
|
2022
Q1 | $1.6M | Buy |
9,107
+481
| +6% | +$86.4K | ﹤0.01% | 794 |
|
|
2021
Q4 | $1.66M | Sell |
8,626
-159
| -2% | -$31.9K | ﹤0.01% | 749 |
|
|
2021
Q3 | $1.57M | Sell |
8,785
-7,250
| -45% | -$1.31M | ﹤0.01% | 760 |
|
|
2021
Q2 | $3.1M | Buy |
16,035
+10,076
| +169% | +$2.08M | 0.01% | 536 |
|
|
2021
Q1 | $1.32M | Hold |
5,959
| – | – | ﹤0.01% | 901 |
|
|
2020
Q4 | $1.46M | Hold |
5,959
| – | – | ﹤0.01% | 788 |
|
|
2020
Q3 | $1.25M | Hold |
5,959
| – | – | ﹤0.01% | 724 |
|
|
2020
Q2 | $1.14M | Hold |
5,959
| – | – | ﹤0.01% | 697 |
|
|
2020
Q1 | $883K | Sell |
5,959
-3
| -0.1% | -$483 | ﹤0.01% | 698 |
|
|
2019
Q4 | $990K | Hold |
5,962
| – | – | ﹤0.01% | 796 |
|
|
2019
Q3 | $1.11M | Sell |
5,962
-442
| -7% | -$100K | ﹤0.01% | 708 |
|
|
2019
Q2 | $1.63M | Buy |
6,404
+3
| +0% | +$620 | 0.01% | 562 |
|
|
2019
Q1 | $1.14M | Buy |
6,401
+510
| +9% | +$81.9K | ﹤0.01% | 675 |
|
|
2018
Q4 | $785K | Sell |
5,891
-93
| -2% | -$12.1K | ﹤0.01% | 769 |
|
|
2018
Q3 | $763K | Buy |
5,984
+100
| +2% | +$12.4K | ﹤0.01% | 873 |
|
|
2018
Q2 | $690K | Hold |
5,884
| – | – | ﹤0.01% | 921 |
|
|
2018
Q1 | $692K | Hold |
5,884
| – | – | ﹤0.01% | 923 |
|
|
2017
Q4 | $717K | Buy |
5,884
+1,500
| +34% | +$182K | ﹤0.01% | 884 |
|
|
2017
Q3 | $529K | Sell |
4,384
-200
| -4% | -$24.4K | ﹤0.01% | 1031 |
|
|
2017
Q2 | $573K | Hold |
4,584
| – | – | ﹤0.01% | 956 |
|
|
2017
Q1 | $562K | Hold |
4,584
| – | – | ﹤0.01% | 931 |
|
|
2016
Q4 | $515K | Sell |
4,584
-215
| -4% | -$22.9K | ﹤0.01% | 910 |
|
|
2016
Q3 | $490K | Sell |
4,799
-1,936
| -29% | -$192K | ﹤0.01% | 904 |
|
|
2016
Q2 | $669K | Buy |
6,735
+6,428
| +2,094% | +$613K | ﹤0.01% | 655 |
|
|
2016
Q1 | $29K | Buy |
+307
| New | +$28.9K | ﹤0.01% | 2482 |
|
Other funds holding ERIE
VCM
VPM
Creative Planning's ERIE Position: Q1 2026 in Review
Creative Planning increased its Erie Indemnity (ERIE) stake by 7.6% in Q1 2026, buying an estimated $178K and bringing the position to 9,385 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.
Creative Planning first reported a position in ERIE in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.47M in Q3 2024. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.
- Creative Planning held 9,385 shares of Erie Indemnity worth $2.36M as of Q1 2026.
- Creative Planning bought 664 Erie Indemnity shares in Q1 2026, an estimated $178K.
- Erie Indemnity made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1772 holding.
- Creative Planning first reported a position in Erie Indemnity in Q1 2016 and has held it in 41 quarters since.
- Creative Planning's Erie Indemnity position peaked at $4.47M in Q3 2024.
- 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.