Ostrum Asset Management’s Erie Indemnity ERIE Stock Holding History

Ostrum Asset Management’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	$914K	Buy	3,812 +726	+24%	+$166K	0.04%	240
2026 Q1	$776K	Sell	3,086 -737	-19%	-$198K	0.04%	250
2025 Q4	$1.1M	Sell	3,823 -1,268	-25%	-$378K	0.05%	253
2025 Q3	$1.62M	Buy	5,091 +4,846	+1,978%	+$1.67M	0.07%	228
2025 Q2	$85K	Sell	245 -6	-2%	-$2.23K	﹤0.01%	552
2025 Q1	$105K	Sell	251 -19	-7%	-$7.75K	0.01%	567
2024 Q4	$111K	Sell	270 -9	-3%	-$4.03K	0.01%	576
2024 Q3	$151K	Buy	279 +3	+1%	+$1.37K	0.01%	521
2024 Q2	$100K	Sell	276 -21	-7%	-$7.98K	0.01%	588
2024 Q1	$119K	Hold	297	–	–	0.01%	582
2023 Q4	$99.5K	Sell	297 -4,163	-93%	-$1.25M	0.01%	588
2023 Q3	$1.31M	Sell	4,460 -31	-0.7%	-$8.02K	0.12%	254
2023 Q2	$943K	Buy	4,491 +4	+0.1%	+$893	0.08%	327
2023 Q1	$1.04M	Buy	+4,487	New	+$1.07M	0.09%	301

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

Ostrum Asset Management's ERIE Position: Q2 2026 in Review

Ostrum Asset Management increased its Erie Indemnity (ERIE) stake by 24% in Q2 2026, buying an estimated $166K and bringing the position to 3,812 shares worth $914K. The position accounts for 0.04% of the portfolio, ranked #240.

Ostrum Asset Management first reported a position in ERIE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.62M in Q3 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Ostrum Asset Management held 3,812 shares of Erie Indemnity worth $914K as of Q2 2026.
Ostrum Asset Management bought 726 Erie Indemnity shares in Q2 2026, an estimated $166K.
Erie Indemnity made up 0.04% of Ostrum Asset Management's portfolio in Q2 2026, its #240 holding.
Ostrum Asset Management first reported a position in Erie Indemnity in Q1 2023 and has held it in 14 quarters since.
Ostrum Asset Management's Erie Indemnity position peaked at $1.62M in Q3 2025.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.