GI
ERIE icon

GAMMA Investing’s Erie Indemnity ERIE Stock Holding History

GAMMA Investing’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
Q3 		$138K Buy
629
+124
+25% +$30.3K ﹤0.01% 1616
2026
Q2 		$121K Sell
505
-31
-6% -$7.11K ﹤0.01% 1670
2026
Q1 		$135K Sell
536
-675
-56% -$181K 0.01% 1426
2025
Q4 		$347K Buy
1,211
+932
+334% +$278K 0.02% 690
2025
Q3 		$88.8K Buy
279
+119
+74% +$41.1K ﹤0.01% 1586
2025
Q2 		$55.5K Sell
160
-91
-36% -$33.8K ﹤0.01% 1862
2025
Q1 		$105K Sell
251
-19
-7% -$7.75K 0.01% 1212
2024
Q4 		$111K Buy
270
+137
+103% +$61.3K 0.01% 1032
2024
Q3 		$71.8K Buy
133
+57
+75% +$25.9K 0.01% 1233
2024
Q2 		$27.5K Buy
76
+32
+73% +$12.2K ﹤0.01% 1646
2024
Q1 		$17.7K Buy
44
+25
+132% +$9.2K ﹤0.01% 1731
2023
Q4 		$6.57K Buy
+19
New +$5.71K ﹤0.01% 2105

Other funds holding ERIE

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GAMMA Investing's ERIE Position: Q3 2026 in Review

GAMMA Investing increased its Erie Indemnity (ERIE) stake by 25% in Q3 2026, buying an estimated $30.3K and bringing the position to 629 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

GAMMA Investing first reported a position in ERIE in Q4 2023 and has held it in 12 quarters since. The position peaked at $347K in Q4 2025. 13 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • GAMMA Investing held 629 shares of Erie Indemnity worth $138K as of Q3 2026.
  • GAMMA Investing bought 124 Erie Indemnity shares in Q3 2026, an estimated $30.3K.
  • Erie Indemnity made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1616 holding.
  • GAMMA Investing first reported a position in Erie Indemnity in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Erie Indemnity position peaked at $347K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.