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
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: Q1 2026 in Review

Empirical Asset Management increased its Erie Indemnity (ERIE) stake by 46% in Q1 2026, buying an estimated $127K and bringing the position to 1,506 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #256.

Empirical Asset Management first reported a position in ERIE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q2 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Empirical Asset Management held 1,506 shares of Erie Indemnity worth $378K as of Q1 2026.
  • Empirical Asset Management bought 474 Erie Indemnity shares in Q1 2026, an estimated $127K.
  • Erie Indemnity made up 0.1% of Empirical Asset Management's portfolio in Q1 2026, its #256 holding.
  • Empirical Asset Management first reported a position in Erie Indemnity in Q2 2025 and has held it in 4 quarters since.
  • Empirical Asset Management's Erie Indemnity position peaked at $1.15M in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.