HighTower Advisors
ERIE icon

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
Q2 		– Sell
-924
Closed -$232K – 3872
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors's ERIE Position: Q2 2026 in Review

HighTower Advisors sold out of Erie Indemnity (ERIE) in Q2 2026, closing a stake of 924 shares — an estimated $232K sold.

HighTower Advisors first reported a position in ERIE in Q3 2023 and held it in 11 quarters. The position peaked at $898K in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • HighTower Advisors reported no remaining Erie Indemnity position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 924 Erie Indemnity shares in Q2 2026, an estimated $232K.
  • HighTower Advisors first reported a position in Erie Indemnity in Q3 2023 and held it in 11 quarters.
  • HighTower Advisors's Erie Indemnity position peaked at $898K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.