CWA Asset Management Group’s Erie Indemnity ERIE Stock Holding History

CWA Asset Management Group’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	$21.8M	Buy	+91,110	New	+$20.9M	0.67%	25
2023 Q1	–	Sell	-6,365	Closed	-$1.58M	–	332
2022 Q4	$1.58M	Buy	+6,365	New	+$1.64M	0.13%	118
2022 Q1	–	Sell	-16,105	Closed	-$3.1M	–	304
2021 Q4	$3.1M	Buy	+16,105	New	+$3.24M	0.23%	92
2019 Q2	–	Sell	-10,322	Closed	-$1.84M	–	239
2019 Q1	$1.84M	Sell	10,322 -12,619	-55%	-$2.03M	0.36%	72
2018 Q4	$3.06M	Buy	22,941 +563	+3%	+$73K	0.71%	47
2018 Q3	$2.84M	Sell	22,378 -484	-2%	-$60.1K	0.63%	59
2018 Q2	$2.68M	Buy	22,862 +168	+0.7%	+$19.5K	0.63%	60
2018 Q1	$2.67M	Buy	22,694 +2,404	+12%	+$280K	0.66%	60
2017 Q4	$2.47M	Buy	20,290 +1,393	+7%	+$169K	0.65%	59
2017 Q3	$2.28M	Buy	18,897 +1,825	+11%	+$223K	0.66%	56
2017 Q2	$2.13M	Buy	+17,072	New	+$2.06M	0.68%	58

Other funds holding ERIE

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group's ERIE Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in Erie Indemnity (ERIE) in Q2 2026: 91,110 shares worth $21.8M. The stake represents 0.67% of the portfolio and ranks #25 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in ERIE as recently as Q4 2022.

CWA Asset Management Group first reported a position in ERIE in Q2 2017 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

CWA Asset Management Group held 91,110 shares of Erie Indemnity worth $21.8M as of Q2 2026.
Erie Indemnity was a new CWA Asset Management Group position in Q2 2026.
Erie Indemnity made up 0.67% of CWA Asset Management Group's portfolio in Q2 2026, its #25 holding.
CWA Asset Management Group first reported a position in Erie Indemnity in Q2 2017 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.