Revisor Wealth Management
ERIE icon

Revisor Wealth Management’s Erie Indemnity ERIE Stock Holding History

Revisor Wealth 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
Q3 		$333K Buy
1,362
+59
+5% +$14.4K 0.08% 259
2026
Q2 		$312K Buy
1,303
+294
+29% +$67.4K 0.08% 293
2026
Q1 		$254K Buy
1,009
+194
+24% +$52.1K 0.07% 280
2025
Q4 		$233K Sell
815
-142
-15% -$42.4K 0.06% 285
2025
Q3 		$308K Sell
957
-170
-15% -$58.7K 0.11% 203
2025
Q2 		$398K Buy
1,127
+248
+28% +$92K 0.14% 169
2025
Q1 		$368K Buy
+879
New +$359K 0.16% 151

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Revisor Wealth Management's ERIE Position: Q3 2026 in Review

Revisor Wealth Management increased its Erie Indemnity (ERIE) stake by 4.5% in Q3 2026, buying an estimated $14.4K and bringing the position to 1,362 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #259.

Revisor Wealth Management first reported a position in ERIE in Q1 2025 and has held it in 7 quarters since. The position peaked at $398K in Q2 2025. 221 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Revisor Wealth Management held 1,362 shares of Erie Indemnity worth $333K as of Q3 2026.
  • Revisor Wealth Management bought 59 Erie Indemnity shares in Q3 2026, an estimated $14.4K.
  • Erie Indemnity made up 0.08% of Revisor Wealth Management's portfolio in Q3 2026, its #259 holding.
  • Revisor Wealth Management first reported a position in Erie Indemnity in Q1 2025 and has held it in 7 quarters since.
  • Revisor Wealth Management's Erie Indemnity position peaked at $398K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.