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Rodgers Brothers’s Erie Indemnity ERIE Stock Holding History

Rodgers Brothers’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 		$6.46M Buy
25,701
+16,480
+179% +$4.42M 0.75% 34
2025
Q4 		$2.64M Buy
9,221
+4,866
+112% +$1.45M 0.32% 76
2025
Q3 		$1.39M Hold
4,355
– – 0.17% 119
2025
Q2 		$1.51M Hold
4,355
– – 0.19% 116
2025
Q1 		$1.82M Hold
4,355
– – 0.24% 101
2024
Q4 		$1.8M Hold
4,355
– – 0.23% 100
2024
Q3 		$2.35M Sell
4,355
-160
-4% -$72.8K 0.3% 92
2024
Q2 		$1.64M Hold
4,515
– – 0.22% 108
2024
Q1 		$1.81M Sell
4,515
-50
-1% -$18.4K 0.25% 103
2023
Q4 		$1.53M Sell
4,565
-50
-1% -$15K 0.24% 100
2023
Q3 		$1.36M Buy
4,615
+75
+2% +$19.4K 0.23% 97
2023
Q2 		$953K Hold
4,540
– – 0.17% 111
2023
Q1 		$1.05M Hold
4,540
– – 0.2% 108
2022
Q4 		$1.13M Hold
4,540
– – 0.23% 97
2022
Q3 		$1.01M Sell
4,540
-100
-2% -$21.1K 0.22% 113
2022
Q2 		$892K Hold
4,640
– – 0.18% 119
2022
Q1 		$817K Buy
4,640
+200
+5% +$35.9K 0.15% 130
2021
Q4 		$855K Hold
4,440
– – 0.15% 133
2021
Q3 		$792K Buy
4,440
+3,040
+217% +$550K 0.16% 130
2021
Q2 		$271K Hold
1,400
– – 0.05% 185
2021
Q1 		$309K Hold
1,400
– – 0.06% 174
2020
Q4 		$344K Hold
1,400
– – 0.08% 159
2020
Q3 		$294K Hold
1,400
– – 0.08% 162
2020
Q2 		$269K Buy
+1,400
New +$246K 0.07% 173

Other funds holding ERIE

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

Rodgers Brothers's ERIE Position: Q1 2026 in Review

Rodgers Brothers increased its Erie Indemnity (ERIE) stake by 179% in Q1 2026, buying an estimated $4.42M and bringing the position to 25,701 shares worth $6.46M. The position accounts for 0.75% of the portfolio, ranked #34.

Rodgers Brothers first reported a position in ERIE in Q2 2020 and has held it in 24 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Rodgers Brothers held 25,701 shares of Erie Indemnity worth $6.46M as of Q1 2026.
  • Rodgers Brothers bought 16,480 Erie Indemnity shares in Q1 2026, an estimated $4.42M.
  • Erie Indemnity made up 0.75% of Rodgers Brothers's portfolio in Q1 2026, its #34 holding.
  • Rodgers Brothers first reported a position in Erie Indemnity in Q2 2020 and has held it in 24 quarters since.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Rodgers Brothers's 13F filing for Q1 2026, filed 14 May 2026.