Morgan Stanley’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $115M | Buy |
457,757
+58,679
| +15% | +$15.8M | 0.01% | 1324 |
|
|
2025
Q4 | $114M | Buy |
399,078
+63,081
| +19% | +$18.8M | 0.01% | 1338 |
|
|
2025
Q3 | $107M | Buy |
335,997
+27,633
| +9% | +$9.54M | 0.01% | 1353 |
|
|
2025
Q2 | $107M | Buy |
308,364
+109,498
| +55% | +$40.6M | 0.01% | 1267 |
|
|
2025
Q1 | $83.3M | Buy |
198,866
+16,523
| +9% | +$6.74M | 0.01% | 1381 |
|
|
2024
Q4 | $75.2M | Sell |
182,343
-2,688
| -1% | -$1.2M | 0.01% | 1473 |
|
|
2024
Q3 | $99.9M | Buy |
185,031
+26,813
| +17% | +$12.2M | 0.01% | 1237 |
|
|
2024
Q2 | $57.3M | Buy |
158,218
+19,045
| +14% | +$7.24M | ﹤0.01% | 1629 |
|
|
2024
Q1 | $55.9M | Sell |
139,173
-127,877
| -48% | -$47M | ﹤0.01% | 1657 |
|
|
2023
Q4 | $89.4M | Buy |
267,050
+103,632
| +63% | +$31.1M | ﹤0.01% | 1842 |
|
|
2023
Q3 | $48M | Sell |
163,418
-23,316
| -12% | -$6.03M | ﹤0.01% | 1619 |
|
|
2023
Q2 | $39.2M | Buy |
186,734
+51,981
| +39% | +$11.6M | ﹤0.01% | 1821 |
|
|
2023
Q1 | $31.2M | Sell |
134,753
-34,645
| -20% | -$8.28M | ﹤0.01% | 1964 |
|
|
2022
Q4 | $42.1M | Buy |
169,398
+75,942
| +81% | +$19.5M | ﹤0.01% | 1643 |
|
|
2022
Q3 | $20.8M | Sell |
93,456
-6,398
| -6% | -$1.35M | ﹤0.01% | 2148 |
|
|
2022
Q2 | $19.2M | Buy |
99,854
+24,147
| +32% | +$4.2M | ﹤0.01% | 2336 |
|
|
2022
Q1 | $13.3M | Buy |
75,707
+13,256
| +21% | +$2.38M | ﹤0.01% | 2560 |
|
|
2021
Q4 | $12M | Buy |
62,451
+6,951
| +13% | +$1.4M | ﹤0.01% | 2740 |
|
|
2021
Q3 | $9.9M | Sell |
55,500
-4,369
| -7% | -$790K | ﹤0.01% | 2899 |
|
|
2021
Q2 | $11.6M | Buy |
59,869
+12,358
| +26% | +$2.55M | ﹤0.01% | 2820 |
|
|
2021
Q1 | $10.5M | Buy |
47,511
+13,660
| +40% | +$3.32M | ﹤0.01% | 2593 |
|
|
2020
Q4 | $8.31M | Buy |
33,851
+7,885
| +30% | +$1.84M | ﹤0.01% | 2713 |
|
|
2020
Q3 | $5.46M | Buy |
25,966
+1,230
| +5% | +$258K | ﹤0.01% | 2640 |
|
|
2020
Q2 | $4.75M | Sell |
24,736
-7,165
| -22% | -$1.26M | ﹤0.01% | 2729 |
|
|
2020
Q1 | $4.73M | Sell |
31,901
-28,607
| -47% | -$4.61M | ﹤0.01% | 2513 |
|
|
2019
Q4 | $10M | Sell |
60,508
-39,604
| -40% | -$6.99M | ﹤0.01% | 2429 |
|
|
2019
Q3 | $18.6M | Buy |
100,112
+59,711
| +148% | +$13.6M | ﹤0.01% | 1542 |
|
|
2019
Q2 | $10.3M | Buy |
40,401
+12,235
| +43% | +$2.53M | ﹤0.01% | 2128 |
|
|
2019
Q1 | $5.03M | Buy |
28,166
+9,239
| +49% | +$1.48M | ﹤0.01% | 2705 |
|
|
2018
Q4 | $2.52M | Sell |
18,927
-3,788
| -17% | -$491K | ﹤0.01% | 3572 |
|
|
2018
Q3 | $2.9M | Buy |
22,715
+3,571
| +19% | +$444K | ﹤0.01% | 3694 |
|
|
2018
Q2 | $2.25M | Sell |
19,144
-6,730
| -26% | -$779K | ﹤0.01% | 3961 |
|
|
2018
Q1 | $3.04M | Sell |
25,874
-8,045
| -24% | -$937K | ﹤0.01% | 3588 |
|
|
2017
Q4 | $4.13M | Buy |
33,919
+11,645
| +52% | +$1.41M | ﹤0.01% | 3310 |
|
|
2017
Q3 | $2.69M | Sell |
22,274
-9,001
| -29% | -$1.1M | ﹤0.01% | 3587 |
|
|
2017
Q2 | $3.91M | Sell |
31,275
-1,847
| -6% | -$223K | ﹤0.01% | 3136 |
|
|
2017
Q1 | $4.06M | Buy |
33,122
+6,008
| +22% | +$700K | ﹤0.01% | 3078 |
|
|
2016
Q4 | $3.05M | Buy |
27,114
+5,228
| +24% | +$556K | ﹤0.01% | 3516 |
|
|
2016
Q3 | $2.23M | Sell |
21,886
-1,583
| -7% | -$157K | ﹤0.01% | 3411 |
|
|
2016
Q2 | $2.33M | Sell |
23,469
-13,693
| -37% | -$1.31M | ﹤0.01% | 3301 |
|
|
2016
Q1 | $3.46M | Buy |
37,162
+5,005
| +16% | +$471K | ﹤0.01% | 2866 |
|
|
2015
Q4 | $3.08M | Sell |
32,157
-30,775
| -49% | -$2.79M | ﹤0.01% | 3119 |
|
|
2015
Q3 | $5.22M | Buy |
62,932
+12,141
| +24% | +$1.01M | ﹤0.01% | 2622 |
|
|
2015
Q2 | $4.17M | Buy |
50,791
+16,150
| +47% | +$1.34M | ﹤0.01% | 2963 |
|
|
2015
Q1 | $3.02M | Sell |
34,641
-113
| -0.3% | -$10K | ﹤0.01% | 3191 |
|
|
2014
Q4 | $3.15M | Sell |
34,754
-12,973
| -27% | -$1.11M | ﹤0.01% | 3165 |
|
|
2014
Q3 | $3.62M | Sell |
47,727
-579
| -1% | -$43.6K | ﹤0.01% | 2917 |
|
|
2014
Q2 | $3.63M | Buy |
48,306
+6,446
| +15% | +$476K | ﹤0.01% | 2966 |
|
|
2014
Q1 | $2.92M | Buy |
41,860
+31,406
| +300% | +$2.21M | ﹤0.01% | 3102 |
|
|
2013
Q4 | $765K | Sell |
10,454
-14,976
| -59% | -$1.07M | ﹤0.01% | 4129 |
|
|
2013
Q3 | $1.84M | Sell |
25,430
-14,259
| -36% | -$1.1M | ﹤0.01% | 3296 |
|
|
2013
Q2 | $3.16M | Buy |
+39,689
| New | +$3.09M | ﹤0.01% | 2758 |
|
Other funds holding ERIE
VCM
VPM
Morgan Stanley's ERIE Position: Q1 2026 in Review
Morgan Stanley increased its Erie Indemnity (ERIE) stake by 15% in Q1 2026, buying an estimated $15.8M and bringing the position to 457,757 shares worth $115M. The position accounts for 0.01% of the portfolio, ranked #1324.
Morgan Stanley first reported a position in ERIE in Q2 2013 and has held it in 52 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.
- Morgan Stanley held 457,757 shares of Erie Indemnity worth $115M as of Q1 2026.
- Morgan Stanley bought 58,679 Erie Indemnity shares in Q1 2026, an estimated $15.8M.
- Erie Indemnity made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1324 holding.
- Morgan Stanley first reported a position in Erie Indemnity in Q2 2013 and has held it in 52 quarters since.
- 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.