Paragon Capital Management (Utah)’s Erie Indemnity ERIE Stock Holding History

Paragon Capital Management (Utah)’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	$963K	Buy	+4,015	New	+$920K	0.71%	56

Other funds holding ERIE

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Paragon Capital Management (Utah)'s ERIE Position: Q2 2026 in Review

Paragon Capital Management (Utah) opened a new position in Erie Indemnity (ERIE) in Q2 2026: 4,015 shares worth $963K. The stake represents 0.71% of the portfolio and ranks #56 among its holdings.

188 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Paragon Capital Management (Utah) held 4,015 shares of Erie Indemnity worth $963K as of Q2 2026.
Erie Indemnity was a new Paragon Capital Management (Utah) position in Q2 2026.
Erie Indemnity made up 0.71% of Paragon Capital Management (Utah)'s portfolio in Q2 2026, its #56 holding.
188 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q2 2026, filed 22 Jul 2026.