Dimensional Fund Advisors’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
$56.8M Buy
225,993
+900
+0.4% +$242K 0.01% 1435
2025
Q4
$64.5M Sell
225,093
-3,510
-2% -$1.05M 0.01% 1371
2025
Q3
$72.7M Buy
228,603
+11,351
+5% +$3.92M 0.02% 1298
2025
Q2
$75.3M Buy
217,252
+35,547
+20% +$13.2M 0.02% 1230
2025
Q1
$76.1M Sell
181,705
-1,638
-0.9% -$668K 0.02% 1176
2024
Q4
$75.6M Sell
183,343
-1,457
-0.8% -$652K 0.02% 1254
2024
Q3
$99.8M Sell
184,800
-13,675
-7% -$6.23M 0.02% 1035
2024
Q2
$71.9M Buy
198,475
+11,561
+6% +$4.39M 0.02% 1212
2024
Q1
$75.1M Sell
186,914
-38,332
-17% -$14.1M 0.02% 1177
2023
Q4
$75.4M Sell
225,246
-4,380
-2% -$1.32M 0.02% 1136
2023
Q3
$67.5M Sell
229,626
-7,792
-3% -$2.02M 0.02% 1117
2023
Q2
$49.9M Sell
237,418
-7,119
-3% -$1.59M 0.02% 1360
2023
Q1
$56.6M Sell
244,537
-11,211
-4% -$2.68M 0.02% 1228
2022
Q4
$63.6K Sell
255,748
-572
-0.2% -$147K 0.02% 1118
2022
Q3
$57M Buy
256,320
+2,054
+0.8% +$433K 0.02% 1113
2022
Q2
$48.9M Sell
254,266
-586
-0.2% -$102K 0.02% 1305
2022
Q1
$44.9M Buy
254,852
+1,197
+0.5% +$215K 0.01% 1494
2021
Q4
$48.9M Sell
253,655
-204
-0.1% -$41K 0.01% 1424
2021
Q3
$45.3M Buy
253,859
+5,041
+2% +$912K 0.01% 1484
2021
Q2
$48.1M Sell
248,818
-2,769
-1% -$571K 0.02% 1485
2021
Q1
$55.6M Buy
251,587
+9,115
+4% +$2.21M 0.02% 1359
2020
Q4
$59.5M Buy
242,472
+8,001
+3% +$1.87M 0.02% 1219
2020
Q3
$49.3M Buy
234,471
+10,038
+4% +$2.11M 0.02% 1215
2020
Q2
$43.1M Sell
224,433
-21,175
-9% -$3.73M 0.02% 1328
2020
Q1
$36.5M Sell
245,608
-5,420
-2% -$873K 0.02% 1310
2019
Q4
$41.7M Sell
251,028
-18,926
-7% -$3.34M 0.02% 1591
2019
Q3
$50.1M Sell
269,954
-12,779
-5% -$2.9M 0.02% 1385
2019
Q2
$71.9M Buy
282,733
+5
+0% +$1.03K 0.03% 1028
2019
Q1
$50.5M Buy
282,728
+2,550
+0.9% +$409K 0.02% 1395
2018
Q4
$37.3M Buy
280,178
+12,976
+5% +$1.68M 0.02% 1552
2018
Q3
$34.1M Buy
267,202
+6,153
+2% +$765K 0.01% 1801
2018
Q2
$30.6M Buy
261,049
+10,782
+4% +$1.25M 0.01% 1855
2018
Q1
$29.4M Sell
250,267
-46
-0% -$5.36K 0.01% 1828
2017
Q4
$30.5M Buy
250,313
+2,253
+0.9% +$273K 0.01% 1811
2017
Q3
$29.9M Buy
248,060
+1,876
+0.8% +$229K 0.01% 1794
2017
Q2
$30.8M Buy
246,184
+1,082
+0.4% +$131K 0.01% 1721
2017
Q1
$30.1M Sell
245,102
-3,527
-1% -$411K 0.01% 1699
2016
Q4
$28M Sell
248,629
-16,212
-6% -$1.72M 0.01% 1714
2016
Q3
$27M Sell
264,841
-10,349
-4% -$1.03M 0.01% 1668
2016
Q2
$27.3M Sell
275,190
-3,490
-1% -$333K 0.02% 1586
2016
Q1
$25.9M Buy
278,680
+6,120
+2% +$576K 0.02% 1600
2015
Q4
$26.1M Buy
272,560
+24,129
+10% +$2.19M 0.02% 1546
2015
Q3
$20.6M Buy
248,431
+16,880
+7% +$1.4M 0.01% 1719
2015
Q2
$19M Buy
231,551
+20,334
+10% +$1.68M 0.01% 1892
2015
Q1
$18.4M Buy
211,217
+21,529
+11% +$1.91M 0.01% 1863
2014
Q4
$17.2M Buy
189,688
+39,132
+26% +$3.33M 0.01% 1891
2014
Q3
$11.4M Buy
150,556
+9,524
+7% +$717K 0.01% 2105
2014
Q2
$10.6M Buy
141,032
+6,868
+5% +$507K 0.01% 2175
2014
Q1
$9.36M Sell
134,164
-235
-0.2% -$16.5K 0.01% 2231
2013
Q4
$9.83M Buy
134,399
+526
+0.4% +$37.5K 0.01% 2187
2013
Q3
$9.7M Buy
133,873
+4,982
+4% +$384K 0.01% 2125
2013
Q2
$10.3M Buy
+128,891
New +$10M 0.01% 1971

Other funds holding ERIE

Dimensional Fund Advisors's ERIE Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Erie Indemnity (ERIE) stake by 0.4% in Q1 2026, buying an estimated $242K and bringing the position to 225,993 shares worth $56.8M. The position accounts for 0.01% of the portfolio, ranked #1435.

Dimensional Fund Advisors first reported a position in ERIE in Q2 2013 and has held it in 52 quarters since. The position peaked at $99.8M in Q3 2024. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Dimensional Fund Advisors held 225,993 shares of Erie Indemnity worth $56.8M as of Q1 2026.
  • Dimensional Fund Advisors bought 900 Erie Indemnity shares in Q1 2026, an estimated $242K.
  • Erie Indemnity made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1435 holding.
  • Dimensional Fund Advisors first reported a position in Erie Indemnity in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Erie Indemnity position peaked at $99.8M in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.