CX Institutional’s Erie Indemnity ERIE Stock Holding History

CX Institutional’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	$231K	Buy	965 +419	+77%	+$96.1K	0.01%	716
2026 Q1	$137K	Sell	546 -191	-26%	-$51.3K	﹤0.01%	799
2025 Q4	$211K	Buy	737 +241	+49%	+$71.9K	0.01%	696
2025 Q3	$158K	Sell	496 -9	-2%	-$3.11K	﹤0.01%	750
2025 Q2	$175K	Sell	505 -167	-25%	-$61.9K	0.01%	670
2025 Q1	$282K	Buy	+672	New	+$274K	0.01%	497

Other funds holding ERIE

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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

YCM

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CX Institutional's ERIE Position: Q2 2026 in Review

CX Institutional increased its Erie Indemnity (ERIE) stake by 77% in Q2 2026, buying an estimated $96.1K and bringing the position to 965 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #716.

CX Institutional first reported a position in ERIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $282K in Q1 2025. 72 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

CX Institutional held 965 shares of Erie Indemnity worth $231K as of Q2 2026.
CX Institutional bought 419 Erie Indemnity shares in Q2 2026, an estimated $96.1K.
Erie Indemnity made up 0.01% of CX Institutional's portfolio in Q2 2026, its #716 holding.
CX Institutional first reported a position in Erie Indemnity in Q1 2025 and has held it in 6 quarters since.
CX Institutional's Erie Indemnity position peaked at $282K in Q1 2025.
72 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.