Rehmann Capital Advisory Group’s Erie Indemnity ERIE Stock Holding History

Rehmann Capital Advisory Group’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	$5M	Buy	19,890 +7	+0%	+$1.88K	0.26%	68
2025 Q4	$5.7M	Buy	19,883 +1,825	+10%	+$545K	0.3%	61
2025 Q3	$5.75M	Hold	18,058	–	–	0.31%	59
2025 Q2	$6.26M	Hold	18,058	–	–	0.38%	49
2025 Q1	$7.57M	Hold	18,058	–	–	0.48%	42
2024 Q4	$7.44M	Sell	18,058 -12,000	-40%	-$5.37M	0.47%	40
2024 Q3	$16.2M	Hold	30,058	–	–	1.06%	19
2024 Q2	$10.9M	Hold	30,058	–	–	0.78%	23
2024 Q1	$12.1M	Hold	30,058	–	–	0.9%	20
2023 Q4	$10.1M	Hold	30,058	–	–	0.83%	20
2023 Q3	$8.83M	Hold	30,058	–	–	0.82%	26
2023 Q2	$6.31M	Hold	30,058	–	–	0.57%	32
2023 Q1	$6.96M	Hold	30,058	–	–	0.65%	30
2022 Q4	$7.48M	Hold	30,058	–	–	0.77%	27
2022 Q3	$6.68M	Hold	30,058	–	–	0.74%	29
2022 Q2	$5.78M	Hold	30,058	–	–	0.64%	33
2022 Q1	$5.29M	Buy	+30,058	New	+$5.4M	0.5%	38
2018 Q2	–	Sell	-400	Closed	-$47K	–	2150
2018 Q1	$47K	Buy	+400	New	+$46.6K	0.01%	786

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rehmann Capital Advisory Group's ERIE Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Erie Indemnity (ERIE) stake by 0.04% in Q1 2026, buying an estimated $1.88K and bringing the position to 19,890 shares worth $5M. The position accounts for 0.26% of the portfolio, ranked #68.

Rehmann Capital Advisory Group first reported a position in ERIE in Q1 2018 and has held it in 18 quarters since. The position peaked at $16.2M in Q3 2024. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

Rehmann Capital Advisory Group held 19,890 shares of Erie Indemnity worth $5M as of Q1 2026.
Rehmann Capital Advisory Group bought 7 Erie Indemnity shares in Q1 2026, an estimated $1.88K.
Erie Indemnity made up 0.26% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #68 holding.
Rehmann Capital Advisory Group first reported a position in Erie Indemnity in Q1 2018 and has held it in 18 quarters since.
Rehmann Capital Advisory Group's Erie Indemnity position peaked at $16.2M in Q3 2024.
402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.