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Cresset Asset Management’s Erie Indemnity ERIE Stock Holding History

Cresset 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
Q2 		$5.37M Buy
22,391
+1,512
+7% +$347K 0.02% 398
2026
Q1 		$5.25M Sell
20,879
-1,728,452
-99% -$464M 0.02% 363
2025
Q4 		$501M Buy
1,749,331
+4
+0% +$1.19K 2.11% 6
2025
Q3 		$557M Buy
1,749,327
+4
+0% +$1.38K 2.42% 5
2025
Q2 		$607M Buy
1,749,323
+919
+0.1% +$341K 3.01% 5
2025
Q1 		$733M Buy
+1,748,404
New +$713M 3.65% 4
2024
Q4 		– Sell
-386
Closed -$209K – 1896
2024
Q3 		$209K Buy
+386
New +$176K ﹤0.01% 1973

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

Cresset Asset Management's ERIE Position: Q2 2026 in Review

Cresset Asset Management increased its Erie Indemnity (ERIE) stake by 7.2% in Q2 2026, buying an estimated $347K and bringing the position to 22,391 shares worth $5.37M. The position accounts for 0.02% of the portfolio, ranked #398.

Cresset Asset Management first reported a position in ERIE in Q3 2024 and has held it in 7 quarters since. The position peaked at $733M in Q1 2025. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Cresset Asset Management held 22,391 shares of Erie Indemnity worth $5.37M as of Q2 2026.
  • Cresset Asset Management bought 1,512 Erie Indemnity shares in Q2 2026, an estimated $347K.
  • Erie Indemnity made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #398 holding.
  • Cresset Asset Management first reported a position in Erie Indemnity in Q3 2024 and has held it in 7 quarters since.
  • Cresset Asset Management's Erie Indemnity position peaked at $733M in Q1 2025.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.