Evergreen Capital 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
$488K Buy
+2,034
New +$466K 0.01% 916
2024
Q4
Sell
-412
Closed -$222K 1083
2024
Q3
$222K Buy
+412
New +$188K 0.01% 874

Other funds holding ERIE

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

Evergreen Capital Management opened a new position in Erie Indemnity (ERIE) in Q2 2026: 2,034 shares worth $488K. The stake represents 0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in ERIE as recently as Q3 2024.

Evergreen Capital Management first reported a position in ERIE in Q3 2024 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Evergreen Capital Management held 2,034 shares of Erie Indemnity worth $488K as of Q2 2026.
  • Erie Indemnity was a new Evergreen Capital Management position in Q2 2026.
  • Erie Indemnity made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #916 holding.
  • Evergreen Capital Management first reported a position in Erie Indemnity in Q3 2024 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.