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
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

Other funds holding ERIE

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Rockefeller Capital Management's ERIE Position: Q1 2026 in Review

Rockefeller Capital Management increased its Erie Indemnity (ERIE) stake by 5.9% in Q1 2026, buying an estimated $7.25K and bringing the position to 481 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2768.

Rockefeller Capital Management first reported a position in ERIE in Q1 2020 and has held it in 8 quarters since. The position peaked at $142K in Q3 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Rockefeller Capital Management held 481 shares of Erie Indemnity worth $121K as of Q1 2026.
  • Rockefeller Capital Management bought 27 Erie Indemnity shares in Q1 2026, an estimated $7.25K.
  • Erie Indemnity made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2768 holding.
  • Rockefeller Capital Management first reported a position in Erie Indemnity in Q1 2020 and has held it in 8 quarters since.
  • Rockefeller Capital Management's Erie Indemnity position peaked at $142K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.