Donaldson Capital Management’s Erie Indemnity ERIE Stock Holding History

Donaldson Capital 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	$1.31M	Hold	5,470	–	–	0.04%	150
2026 Q1	$1.37M	Hold	5,470	–	–	0.04%	126
2025 Q4	$1.57M	Hold	5,470	–	–	0.05%	120
2025 Q3	$1.74M	Hold	5,470	–	–	0.06%	113
2025 Q2	$1.9M	Hold	5,470	–	–	0.07%	102
2025 Q1	$2.29M	Hold	5,470	–	–	0.09%	100
2024 Q4	$2.25M	Hold	5,470	–	–	0.09%	98
2024 Q3	$2.95M	Sell	5,470 -1,065	-16%	-$485K	0.11%	83
2024 Q2	$2.37M	Hold	6,535	–	–	0.1%	87
2024 Q1	$2.62M	Hold	6,535	–	–	0.11%	84
2023 Q4	$2.19M	Sell	6,535 -104	-2%	-$31.2K	0.1%	85
2023 Q3	$1.95M	Sell	6,639 -2,812	-30%	-$727K	0.09%	90
2023 Q2	$1.98M	Hold	9,451	–	–	0.09%	88
2023 Q1	$2.19M	Hold	9,451	–	–	0.1%	84
2022 Q4	$2.35M	Hold	9,451	–	–	0.11%	84
2022 Q3	$2.1M	Hold	9,451	–	–	0.12%	79
2022 Q2	$1.82M	Hold	9,451	–	–	0.09%	83
2022 Q1	$1.67M	Hold	9,451	–	–	0.08%	96
2021 Q4	$1.82M	Sell	9,451 -138	-1%	-$27.7K	0.08%	95
2021 Q3	$1.71M	Buy	+9,589	New	+$1.73M	0.09%	89
2021 Q2	–	Sell	-9,589	Closed	-$2.12M	–	254
2021 Q1	$2.12M	Hold	9,589	–	–	0.12%	82
2020 Q4	$2.35M	Hold	9,589	–	–	0.14%	74
2020 Q3	$2.02M	Hold	9,589	–	–	0.14%	73
2020 Q2	$1.84M	Hold	9,589	–	–	0.13%	71
2020 Q1	$1.42M	Hold	9,589	–	–	0.12%	74
2019 Q4	$1.59M	Hold	9,589	–	–	0.11%	83
2019 Q3	$1.78M	Buy	+9,589	New	+$2.18M	0.13%	78

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Donaldson Capital Management's ERIE Position: Q2 2026 in Review

Donaldson Capital Management held its Erie Indemnity (ERIE) position steady in Q2 2026 at 5,470 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #150.

Donaldson Capital Management first reported a position in ERIE in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.95M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Donaldson Capital Management held 5,470 shares of Erie Indemnity worth $1.31M as of Q2 2026.
Donaldson Capital Management left its Erie Indemnity share count unchanged in Q2 2026.
Erie Indemnity made up 0.04% of Donaldson Capital Management's portfolio in Q2 2026, its #150 holding.
Donaldson Capital Management first reported a position in Erie Indemnity in Q3 2019 and has held it in 27 quarters since.
Donaldson Capital Management's Erie Indemnity position peaked at $2.95M in Q3 2024.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.