Ray Dalio
ERIE icon

Ray Dalio’s Erie Indemnity ERIE Stock Holding History

Ray Dalio’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
Q1 		$408K Sell
1,622
-1,775
-52% -$477K ﹤0.01% 915
2025
Q4 		$974K Buy
+3,397
New +$1.01M ﹤0.01% 894
2024
Q4 		– Sell
-1,103
Closed -$595K – 734
2024
Q3 		$595K Sell
1,103
-1,686
-60% -$767K ﹤0.01% 672
2024
Q2 		$1.01M Buy
+2,789
New +$1.06M 0.01% 657
2024
Q1 		– Sell
-15,790
Closed -$5.29M – 727
2023
Q4 		$5.29M Buy
15,790
+5,051
+47% +$1.52M 0.03% 359
2023
Q3 		$3.16M Buy
10,739
+5,585
+108% +$1.44M 0.02% 433
2023
Q2 		$1.08M Sell
5,154
-6,215
-55% -$1.39M 0.01% 561
2023
Q1 		$2.63M Sell
11,369
-5,276
-32% -$1.26M 0.02% 419
2022
Q4 		$4.14M Buy
16,645
+5,621
+51% +$1.45M 0.02% 399
2022
Q3 		$2.45M Sell
11,024
-4,955
-31% -$1.04M 0.01% 517
2022
Q2 		$3.07M Buy
15,979
+3,859
+32% +$671K 0.01% 600
2022
Q1 		$2.13M Buy
12,120
+5,464
+82% +$981K 0.01% 666
2021
Q4 		$1.28M Buy
+6,656
New +$1.34M 0.01% 525
2020
Q3 		– Sell
-1,903
Closed -$365K – 464
2020
Q2 		$365K Sell
1,903
-969
-34% -$171K 0.01% 301
2020
Q1 		$426K Buy
+2,872
New +$463K 0.01% 301
2019
Q4 		– Sell
-38,474
Closed -$7.14M – 515
2019
Q3 		$7.14M Buy
+38,474
New +$8.74M 0.06% 118
2018
Q2 		– Sell
-2,288
Closed -$269K – 483
2018
Q1 		$269K Buy
+2,288
New +$266K ﹤0.01% 433
2015
Q4 		– Sell
-2,527
Closed -$210K – 319
2015
Q3 		$210K Buy
+2,527
New +$210K ﹤0.01% 425

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ray Dalio's ERIE Position: Q1 2026 in Review

Ray Dalio reduced its Erie Indemnity (ERIE) stake by 52% in Q1 2026, selling an estimated $477K and leaving 1,622 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Ray Dalio first reported a position in ERIE in Q3 2015 and has held it in 18 quarters since. The position peaked at $7.14M in Q3 2019. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Ray Dalio held 1,622 shares of Erie Indemnity worth $408K as of Q1 2026.
  • Ray Dalio sold 1,775 Erie Indemnity shares in Q1 2026, an estimated $477K.
  • Erie Indemnity made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #915 holding.
  • Ray Dalio first reported a position in Erie Indemnity in Q3 2015 and has held it in 18 quarters since.
  • Ray Dalio's Erie Indemnity position peaked at $7.14M in Q3 2019.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.