Sumitomo Mitsui Trust Group
ERIE icon

Sumitomo Mitsui Trust Group’s Erie Indemnity ERIE Stock Holding History

Sumitomo Mitsui Trust Group’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 		$16.9M Buy
70,487
+2,092
+3% +$480K 0.01% 632
2026
Q1 		$17.2M Buy
68,395
+3,612
+6% +$970K 0.01% 634
2025
Q4 		$18.6M Buy
64,783
+544
+0.8% +$162K 0.01% 644
2025
Q3 		$20.4M Buy
64,239
+2,896
+5% +$1M 0.01% 641
2025
Q2 		$21.3M Sell
61,343
-1,881
-3% -$698K 0.01% 627
2025
Q1 		$26.5M Buy
63,224
+6,803
+12% +$2.78M 0.02% 596
2024
Q4 		$23.3M Sell
56,421
-3,226
-5% -$1.44M 0.02% 620
2024
Q3 		$32.2M Buy
59,647
+3,693
+7% +$1.68M 0.02% 569
2024
Q2 		$20.3M Sell
55,954
-7,645
-12% -$2.9M 0.02% 631
2024
Q1 		$25.5M Sell
63,599
-3,836
-6% -$1.41M 0.02% 667
2023
Q4 		$22.6M Sell
67,435
-968
-1% -$291K 0.02% 678
2023
Q3 		$20.1M Sell
68,403
-584
-0.8% -$151K 0.02% 697
2023
Q2 		$14.5M Sell
68,987
-11,780
-15% -$2.63M 0.01% 750
2023
Q1 		$18.7M Sell
80,767
-454
-0.6% -$109K 0.01% 728
2022
Q4 		$20.2M Sell
81,221
-2,010
-2% -$517K 0.02% 713
2022
Q3 		$18.5M Sell
83,231
-1,293
-2% -$272K 0.02% 718
2022
Q2 		$16.2M Buy
84,524
+2,005
+2% +$349K 0.01% 748
2022
Q1 		$14.5M Sell
82,519
-1,775
-2% -$319K 0.01% 761
2021
Q4 		$16.2M Sell
84,294
-5,986
-7% -$1.2M 0.01% 732
2021
Q3 		$16.1M Sell
90,280
-814
-0.9% -$147K 0.01% 734
2021
Q2 		$17.6M Sell
91,094
-7,951
-8% -$1.64M 0.01% 741
2021
Q1 		$21.9M Sell
99,045
-7,014
-7% -$1.7M 0.01% 701
2020
Q4 		$26M Buy
106,059
+2,888
+3% +$674K 0.02% 674
2020
Q3 		$21.7M Sell
103,171
-6,301
-6% -$1.32M 0.01% 674
2020
Q2 		$20.9M Buy
109,472
+1,055
+1% +$186K 0.01% 674
2020
Q1 		$16M Buy
108,417
+3,700
+4% +$596K 0.01% 665
2019
Q4 		$17.3M Sell
104,717
-15,623
-13% -$2.76M 0.01% 690
2019
Q3 		$22.3M Buy
120,340
+1,828
+2% +$415K 0.02% 630
2019
Q2 		$30.1M Buy
+118,512
New +$24.5M 0.03% 580

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Sumitomo Mitsui Trust Group's ERIE Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Erie Indemnity (ERIE) stake by 3.1% in Q2 2026, buying an estimated $480K and bringing the position to 70,487 shares worth $16.9M. The position accounts for 0.01% of the portfolio, ranked #632.

Sumitomo Mitsui Trust Group first reported a position in ERIE in Q2 2019 and has held it in 29 quarters since. The position peaked at $32.2M in Q3 2024. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 70,487 shares of Erie Indemnity worth $16.9M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 2,092 Erie Indemnity shares in Q2 2026, an estimated $480K.
  • Erie Indemnity made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #632 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Erie Indemnity in Q2 2019 and has held it in 29 quarters since.
  • Sumitomo Mitsui Trust Group's Erie Indemnity position peaked at $32.2M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.