Mather Group
ERIE icon

Mather Group’s Erie Indemnity ERIE Stock Holding History

Mather Group’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
Q3 		$592K Sell
2,701
-546
-17% -$133K 0.01% 507
2026
Q2 		$778K Buy
3,247
+3,170
+4,117% +$727K 0.01% 434
2026
Q1 		$19.4K Buy
+77
New +$20.7K ﹤0.01% 1285
2025
Q4 		– Sell
-127
Closed -$40.4K – 951
2025
Q3 		$40.4K Buy
+127
New +$43.9K ﹤0.01% 952
2025
Q2 		– Sell
-36
Closed -$15.1K – 950
2025
Q1 		$15.1K Buy
+36
New +$14.7K ﹤0.01% 1158

Other funds holding ERIE

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $576M AUM 25% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return

Mather Group's ERIE Position: Q3 2026 in Review

Mather Group reduced its Erie Indemnity (ERIE) stake by 17% in Q3 2026, selling an estimated $133K and leaving 2,701 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #507.

Mather Group first reported a position in ERIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $778K in Q2 2026. 46 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Mather Group held 2,701 shares of Erie Indemnity worth $592K as of Q3 2026.
  • Mather Group sold 546 Erie Indemnity shares in Q3 2026, an estimated $133K.
  • Erie Indemnity made up 0.01% of Mather Group's portfolio in Q3 2026, its #507 holding.
  • Mather Group first reported a position in Erie Indemnity in Q1 2025 and has held it in 5 quarters since.
  • Mather Group's Erie Indemnity position peaked at $778K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.