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Significant Wealth Partners’s Erie Indemnity ERIE Stock Holding History

Significant Wealth Partners’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 		$256K Buy
1,066
+18
+2% +$4.13K 0.28% 84
2026
Q1 		$263K Buy
+1,048
New +$281K 0.32% 78
2024
Q1 		– Sell
-1,130
Closed -$379K – 158
2023
Q4 		$379K Buy
+1,130
New +$339K 0.28% 99

Other funds holding ERIE

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Significant Wealth Partners's ERIE Position: Q2 2026 in Review

Significant Wealth Partners increased its Erie Indemnity (ERIE) stake by 1.7% in Q2 2026, buying an estimated $4.13K and bringing the position to 1,066 shares worth $256K. The position accounts for 0.28% of the portfolio, ranked #84.

Significant Wealth Partners first reported a position in ERIE in Q4 2023 and has held it in 3 quarters since. The position peaked at $379K in Q4 2023. 42 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Significant Wealth Partners held 1,066 shares of Erie Indemnity worth $256K as of Q2 2026.
  • Significant Wealth Partners bought 18 Erie Indemnity shares in Q2 2026, an estimated $4.13K.
  • Erie Indemnity made up 0.28% of Significant Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Significant Wealth Partners first reported a position in Erie Indemnity in Q4 2023 and has held it in 3 quarters since.
  • Significant Wealth Partners's Erie Indemnity position peaked at $379K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.