Empirical Asset Management’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
Q2
$494K Buy
2,061
+555
+37% +$127K 0.11% 238
2026
Q1
$378K Buy
1,506
+474
+46% +$127K 0.1% 256
2025
Q4
$296K Sell
1,032
-586
-36% -$175K 0.08% 267
2025
Q3
$515K Sell
1,618
-1,710
-51% -$590K 0.14% 225
2025
Q2
$1.15M Buy
+3,328
New +$1.23M 0.36% 76

Other funds holding ERIE

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

Empirical Asset Management increased its Erie Indemnity (ERIE) stake by 37% in Q2 2026, buying an estimated $127K and bringing the position to 2,061 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #238.

Empirical Asset Management first reported a position in ERIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q2 2025. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Empirical Asset Management held 2,061 shares of Erie Indemnity worth $494K as of Q2 2026.
  • Empirical Asset Management bought 555 Erie Indemnity shares in Q2 2026, an estimated $127K.
  • Erie Indemnity made up 0.11% of Empirical Asset Management's portfolio in Q2 2026, its #238 holding.
  • Empirical Asset Management first reported a position in Erie Indemnity in Q2 2025 and has held it in 5 quarters since.
  • Empirical Asset Management's Erie Indemnity position peaked at $1.15M in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.