Marshall Wace
ERIE icon

Marshall Wace’s Erie Indemnity ERIE Stock Holding History

Marshall Wace’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 		$2.44M Buy
+10,196
New +$2.34M ﹤0.01% 1746
2025
Q2 		– Sell
-4,256
Closed -$1.78M – 2831
2025
Q1 		$1.78M Sell
4,256
-2,381
-36% -$972K ﹤0.01% 1512
2024
Q4 		$2.74M Buy
+6,637
New +$2.97M ﹤0.01% 1320
2024
Q2 		– Sell
-2,148
Closed -$863K – 2656
2024
Q1 		$863K Buy
+2,148
New +$790K ﹤0.01% 1712
2023
Q3 		– Sell
-6,219
Closed -$1.31M – 2320
2023
Q2 		$1.31M Sell
6,219
-11,509
-65% -$2.57M ﹤0.01% 1612
2023
Q1 		$4.11M Buy
17,728
+10,214
+136% +$2.44M 0.01% 1092
2022
Q4 		$1.87M Buy
7,514
+6,372
+558% +$1.64M ﹤0.01% 1768
2022
Q3 		$254K Sell
1,142
-517
-31% -$109K ﹤0.01% 3005
2022
Q2 		$319K Sell
1,659
-43
-3% -$7.48K ﹤0.01% 3001
2022
Q1 		$300K Sell
1,702
-19,396
-92% -$3.48M ﹤0.01% 2967
2021
Q4 		$4.07M Buy
21,098
+14,984
+245% +$3.01M 0.01% 1517
2021
Q3 		$1.09M Buy
+6,114
New +$1.11M ﹤0.01% 1963
2021
Q2 		– Sell
-5,778
Closed -$1.28M – 2760
2021
Q1 		$1.28M Buy
+5,778
New +$1.4M 0.01% 1534
2020
Q2 		– Sell
-70
Closed -$10K – 1651
2020
Q1 		$10K Buy
+70
New +$11.3K ﹤0.01% 1547
2019
Q4 		– Sell
-815
Closed -$152K – 1791
2019
Q3 		$152K Buy
+815
New +$185K ﹤0.01% 1334
2019
Q2 		– Sell
-17,100
Closed -$3.05M – 1475
2019
Q1 		$3.05M Buy
+17,100
New +$2.75M 0.03% 623
2018
Q4 		– Sell
-8,447
Closed -$1.08M – 1641
2018
Q3 		$1.08M Buy
+8,447
New +$1.05M 0.01% 794

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

Marshall Wace's ERIE Position: Q2 2026 in Review

Marshall Wace opened a new position in Erie Indemnity (ERIE) in Q2 2026: 10,196 shares worth $2.44M. The stake represents ﹤0.01% of the portfolio and ranks #1746 among its holdings. This is a return to the name: Marshall Wace previously reported a position in ERIE as recently as Q1 2025.

Marshall Wace first reported a position in ERIE in Q3 2018 and has held it in 17 quarters since. The position peaked at $4.11M in Q1 2023. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Marshall Wace held 10,196 shares of Erie Indemnity worth $2.44M as of Q2 2026.
  • Erie Indemnity was a new Marshall Wace position in Q2 2026.
  • Erie Indemnity made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1746 holding.
  • Marshall Wace first reported a position in Erie Indemnity in Q3 2018 and has held it in 17 quarters since.
  • Marshall Wace's Erie Indemnity position peaked at $4.11M in Q1 2023.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.