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MAI Capital Management’s Erie Indemnity ERIE Stock Holding History

MAI Capital Management’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 		$7.06M Buy
29,430
+151
+0.5% +$34.6K 0.03% 406
2026
Q1 		$7.36M Buy
29,279
+48
+0.2% +$12.9K 0.04% 335
2025
Q4 		$8.38M Buy
29,231
+492
+2% +$147K 0.05% 305
2025
Q3 		$9.14M Sell
28,739
-22
-0.1% -$7.6K 0.06% 274
2025
Q2 		$9.97M Buy
28,761
+39
+0.1% +$14.5K 0.07% 225
2025
Q1 		$12M Hold
28,722
– – 0.09% 193
2024
Q4 		$11.8M Buy
28,722
+27,199
+1,786% +$12.2M 0.09% 192
2024
Q3 		$822K Sell
1,523
-2,808
-65% -$1.28M 0.01% 609
2024
Q2 		$1.57M Sell
4,331
-44
-1% -$16.7K 0.02% 468
2024
Q1 		$1.76M Buy
4,375
+21
+0.5% +$7.73K 0.02% 430
2023
Q4 		$1.46M Buy
4,354
+3,440
+376% +$1.03M 0.02% 387
2023
Q3 		$269K Buy
+914
New +$236K ﹤0.01% 857
2022
Q4 		– Sell
-42,514
Closed -$9.45M – 1039
2022
Q3 		$9.45M Sell
42,514
-7
-0% -$1.47K 0.18% 119
2022
Q2 		$8.17M Hold
42,521
– – 0.16% 122
2022
Q1 		$7.49M Sell
42,521
-5
-0% -$898 0.13% 138
2021
Q4 		$8.19M Sell
42,526
-509
-1% -$102K 0.13% 132
2021
Q3 		$7.68M Buy
43,035
+16
+0% +$2.89K 0.15% 119
2021
Q2 		$8.32M Buy
+43,019
New +$8.87M 0.17% 118

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

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

MAI Capital Management increased its Erie Indemnity (ERIE) stake by 0.52% in Q2 2026, buying an estimated $34.6K and bringing the position to 29,430 shares worth $7.06M. The position accounts for 0.03% of the portfolio, ranked #406.

MAI Capital Management first reported a position in ERIE in Q2 2021 and has held it in 18 quarters since. The position peaked at $12M in Q1 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • MAI Capital Management held 29,430 shares of Erie Indemnity worth $7.06M as of Q2 2026.
  • MAI Capital Management bought 151 Erie Indemnity shares in Q2 2026, an estimated $34.6K.
  • Erie Indemnity made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #406 holding.
  • MAI Capital Management first reported a position in Erie Indemnity in Q2 2021 and has held it in 18 quarters since.
  • MAI Capital Management's Erie Indemnity position peaked at $12M in Q1 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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