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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
Q3 		$213K Sell
970
-27
-3% -$6.59K 0.09% 150
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

CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mitchell Sinkler & Starr's ERIE Position: Q3 2026 in Review

Mitchell Sinkler & Starr reduced its Erie Indemnity (ERIE) stake by 2.7% in Q3 2026, selling an estimated $6.59K and leaving 970 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #150.

Mitchell Sinkler & Starr first reported a position in ERIE in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.3M in Q4 2023. 21 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Mitchell Sinkler & Starr held 970 shares of Erie Indemnity worth $213K as of Q3 2026.
  • Mitchell Sinkler & Starr sold 27 Erie Indemnity shares in Q3 2026, an estimated $6.59K.
  • Erie Indemnity made up 0.09% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #150 holding.
  • Mitchell Sinkler & Starr first reported a position in Erie Indemnity in Q2 2013 and has held it in 13 quarters since.
  • Mitchell Sinkler & Starr's Erie Indemnity position peaked at $1.3M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.