JG
ERIE icon

Joel Greenblatt’s Erie Indemnity ERIE Stock Holding History

Joel Greenblatt’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 		$6.63M Sell
27,671
-945
-3% -$217K 0.02% 892
2026
Q1 		$7.19M Buy
28,616
+1,626
+6% +$437K 0.02% 776
2025
Q4 		$7.74M Buy
26,990
+4,440
+20% +$1.33M 0.03% 717
2025
Q3 		$7.17M Buy
22,550
+4,168
+23% +$1.44M 0.03% 675
2025
Q2 		$6.37M Buy
18,382
+1,257
+7% +$466K 0.04% 596
2025
Q1 		$7.18M Sell
17,125
-12
-0.1% -$4.9K 0.06% 436
2024
Q4 		$7.06M Sell
17,137
-366
-2% -$164K 0.07% 413
2024
Q3 		$9.45M Sell
17,503
-1,847
-10% -$841K 0.1% 302
2024
Q2 		$7.01M Buy
19,350
+240
+1% +$91.2K 0.09% 314
2024
Q1 		$7.67M Sell
19,110
-1,164
-6% -$428K 0.12% 222
2023
Q4 		$6.79M Sell
20,274
-2,971
-13% -$892K 0.13% 189
2023
Q3 		$6.83M Sell
23,245
-3,741
-14% -$967K 0.14% 158
2023
Q2 		$5.67M Buy
26,986
+10,677
+65% +$2.38M 0.12% 201
2023
Q1 		$3.78M Buy
16,309
+9,351
+134% +$2.24M 0.09% 286
2022
Q4 		$1.73M Buy
6,958
+205
+3% +$52.7K 0.05% 476
2022
Q3 		$1.5M Buy
6,753
+3,231
+92% +$680K 0.05% 498
2022
Q2 		$677K Sell
3,522
-285
-7% -$49.6K 0.02% 692
2022
Q1 		$671K Buy
3,807
+671
+21% +$121K 0.02% 696
2021
Q4 		$604K Buy
3,136
+1,720
+121% +$346K 0.02% 699
2021
Q3 		$253K Buy
+1,416
New +$256K 0.01% 894
2020
Q2 		– Sell
-1,855
Closed -$275K – 1099
2020
Q1 		$275K Sell
1,855
-1,364
-42% -$220K 0.01% 861
2019
Q4 		$534K Buy
+3,219
New +$568K 0.01% 796
2014
Q1 		– Sell
-5,857
Closed -$428K – 1026
2013
Q4 		$428K Buy
5,857
+561
+11% +$40K 0.01% 779
2013
Q3 		$384K Buy
5,296
+884
+20% +$68.2K 0.01% 737
2013
Q2 		$352K Buy
+4,412
New +$343K 0.02% 733

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

Joel Greenblatt's ERIE Position: Q2 2026 in Review

Joel Greenblatt reduced its Erie Indemnity (ERIE) stake by 3.3% in Q2 2026, selling an estimated $217K and leaving 27,671 shares worth $6.63M. The position accounts for 0.02% of the portfolio, ranked #892.

Joel Greenblatt first reported a position in ERIE in Q2 2013 and has held it in 25 quarters since. The position peaked at $9.45M in Q3 2024. 436 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Joel Greenblatt held 27,671 shares of Erie Indemnity worth $6.63M as of Q2 2026.
  • Joel Greenblatt sold 945 Erie Indemnity shares in Q2 2026, an estimated $217K.
  • Erie Indemnity made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #892 holding.
  • Joel Greenblatt first reported a position in Erie Indemnity in Q2 2013 and has held it in 25 quarters since.
  • Joel Greenblatt's Erie Indemnity position peaked at $9.45M in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.