Mitchell Sinkler & Starr’s Erie Indemnity ERIE Stock Holding History

Mitchell Sinkler & Starr’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	$239K	Hold	997	–	–	0.1%	144
2026 Q1	$251K	Buy	997 +20	+2%	+$5.37K	0.12%	136
2025 Q4	$280K	Hold	977	–	–	0.13%	127
2025 Q3	$311K	Buy	977 +127	+15%	+$43.9K	0.14%	129
2025 Q2	$295K	Hold	850	–	–	0.14%	126
2025 Q1	$356K	Sell	850 -135	-14%	-$55.1K	0.1%	124
2024 Q4	$406K	Hold	985	–	–	0.11%	117
2024 Q3	$532K	Buy	985 +435	+79%	+$198K	0.13%	100
2024 Q2	$210K	Buy	+550	New	+$209K	0.05%	149
2024 Q1	–	Sell	-3,868	Closed	-$1.3M	–	197
2023 Q4	$1.3M	Buy	3,868 +3,118	+416%	+$937K	0.24%	81
2023 Q3	$220K	Buy	+750	New	+$194K	0.07%	103
2013 Q3	–	Sell	-11,500	Closed	-$917K	–	105
2013 Q2	$917K	Buy	+11,500	New	+$894K	0.2%	88

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mitchell Sinkler & Starr's ERIE Position: Q2 2026 in Review

Mitchell Sinkler & Starr held its Erie Indemnity (ERIE) position steady in Q2 2026 at 997 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #144.

Mitchell Sinkler & Starr first reported a position in ERIE in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2023. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Mitchell Sinkler & Starr held 997 shares of Erie Indemnity worth $239K as of Q2 2026.
Mitchell Sinkler & Starr left its Erie Indemnity share count unchanged in Q2 2026.
Erie Indemnity made up 0.1% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #144 holding.
Mitchell Sinkler & Starr first reported a position in Erie Indemnity in Q2 2013 and has held it in 12 quarters since.
Mitchell Sinkler & Starr's Erie Indemnity position peaked at $1.3M in Q4 2023.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.