Rockefeller Capital Management
ERIE icon

Rockefeller Capital Management’s Erie Indemnity ERIE Stock Holding History

Rockefeller Capital 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 		$202K Buy
843
+362
+75% +$83K ﹤0.01% 2594
2026
Q1 		$121K Buy
481
+27
+6% +$7.25K ﹤0.01% 2768
2025
Q4 		$130K Buy
454
+9
+2% +$2.69K ﹤0.01% 2583
2025
Q3 		$142K Buy
+445
New +$154K ﹤0.01% 2397
2023
Q1 		– Sell
-5
Closed -$1K – 2545
2022
Q4 		$1K Hold
5
– – ﹤0.01% 3673
2022
Q3 		$1K Sell
5
-2
-29% -$421 ﹤0.01% 3703
2022
Q2 		$1K Buy
7
+4
+133% +$696 ﹤0.01% 3939
2022
Q1 		$0 Buy
+3
New +$539 ﹤0.01% 3915
2020
Q2 		– Sell
-7
Closed -$1K – 2598
2020
Q1 		$1K Buy
+7
New +$1.13K ﹤0.01% 2272

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management's ERIE Position: Q2 2026 in Review

Rockefeller Capital Management increased its Erie Indemnity (ERIE) stake by 75% in Q2 2026, buying an estimated $83K and bringing the position to 843 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Rockefeller Capital Management first reported a position in ERIE in Q1 2020 and has held it in 9 quarters since. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Rockefeller Capital Management held 843 shares of Erie Indemnity worth $202K as of Q2 2026.
  • Rockefeller Capital Management bought 362 Erie Indemnity shares in Q2 2026, an estimated $83K.
  • Erie Indemnity made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2594 holding.
  • Rockefeller Capital Management first reported a position in Erie Indemnity in Q1 2020 and has held it in 9 quarters since.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.