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MassMutual Private Wealth & Trust’s Erie Indemnity ERIE Stock Holding History

MassMutual Private Wealth & Trust’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 		$21.8K Buy
91
+85
+1,417% +$19.5K ﹤0.01% 1083
2026
Q1 		$1.51K Sell
6
-40
-87% -$10.7K ﹤0.01% 2050
2025
Q4 		$13.2K Buy
46
+14
+44% +$4.18K ﹤0.01% 1281
2025
Q3 		$10.2K Buy
32
+6
+23% +$2.07K ﹤0.01% 1392
2025
Q2 		$9.02K Buy
26
+11
+73% +$4.08K ﹤0.01% 1398
2025
Q1 		$6.29K Buy
15
+5
+50% +$2.04K ﹤0.01% 1494
2024
Q4 		$4.12K Buy
10
+3
+43% +$1.34K ﹤0.01% 1595
2024
Q3 		$3.78K Buy
7
+1
+17% +$455 ﹤0.01% 1465
2024
Q2 		$2.17K Hold
6
– – ﹤0.01% 1606
2024
Q1 		$2.41K Hold
6
– – ﹤0.01% 1488
2023
Q4 		$2.01K Hold
6
– – ﹤0.01% 1495
2023
Q3 		$1.76K Buy
6
+4
+200% +$1.03K ﹤0.01% 1536
2023
Q2 		$420 Buy
+2
New +$446 ﹤0.01% 1805
2023
Q1 		– Sell
-3
Closed -$717 – 1826
2022
Q4 		$1K Buy
+3
New +$772 ﹤0.01% 1432
2022
Q1 		– Sell
-4
Closed -$1K – 1556
2021
Q4 		$1K Hold
4
– – ﹤0.01% 1208
2021
Q3 		$1K Buy
+4
New +$723 ﹤0.01% 1162

Other funds holding ERIE

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's ERIE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Erie Indemnity (ERIE) stake by 1,417% in Q2 2026, buying an estimated $19.5K and bringing the position to 91 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

MassMutual Private Wealth & Trust first reported a position in ERIE in Q3 2021 and has held it in 16 quarters since. 148 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 91 shares of Erie Indemnity worth $21.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 85 Erie Indemnity shares in Q2 2026, an estimated $19.5K.
  • Erie Indemnity made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1083 holding.
  • MassMutual Private Wealth & Trust first reported a position in Erie Indemnity in Q3 2021 and has held it in 16 quarters since.
  • 148 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.