HighTower Advisors’s Erie Indemnity ERIE Stock Holding History

HighTower Advisors’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 Q1	$232K	Buy	924 +67	+8%	+$18K	﹤0.01%	3370
2025 Q4	$246K	Sell	857 -103	-11%	-$30.7K	﹤0.01%	3207
2025 Q3	$306K	Sell	960 -10	-1%	-$3.45K	﹤0.01%	3028
2025 Q2	$336K	Sell	970 -97	-9%	-$36K	﹤0.01%	2828
2025 Q1	$447K	Sell	1,067 -381	-26%	-$155K	﹤0.01%	2557
2024 Q4	$597K	Sell	1,448 -181	-11%	-$81K	﹤0.01%	2329
2024 Q3	$898K	Sell	1,629 -26	-2%	-$11.8K	﹤0.01%	1990
2024 Q2	$589K	Sell	1,655 -10	-0.6%	-$3.8K	﹤0.01%	2203
2024 Q1	$669K	Sell	1,665 -157	-9%	-$57.8K	﹤0.01%	2068
2023 Q4	$611K	Buy	1,822 +424	+30%	+$127K	﹤0.01%	2174
2023 Q3	$414K	Buy	+1,398	New	+$362K	﹤0.01%	2355

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's ERIE Position: Q1 2026 in Review

HighTower Advisors increased its Erie Indemnity (ERIE) stake by 7.8% in Q1 2026, buying an estimated $18K and bringing the position to 924 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

HighTower Advisors first reported a position in ERIE in Q3 2023 and has held it in 11 quarters since. The position peaked at $898K in Q3 2024. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

HighTower Advisors held 924 shares of Erie Indemnity worth $232K as of Q1 2026.
HighTower Advisors bought 67 Erie Indemnity shares in Q1 2026, an estimated $18K.
Erie Indemnity made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3370 holding.
HighTower Advisors first reported a position in Erie Indemnity in Q3 2023 and has held it in 11 quarters since.
HighTower Advisors's Erie Indemnity position peaked at $898K in Q3 2024.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.