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Summit Trail Advisors’s Erie Indemnity ERIE Stock Holding History

Summit Trail Advisors’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 		$22.2M Buy
92,804
+441
+0.5% +$101K 0.28% 50
2026
Q1 		$23.2M Sell
92,363
-11,327
-11% -$3.04M 0.33% 41
2025
Q4 		$29.7M Buy
103,690
+74,085
+250% +$22.1M 0.51% 28
2025
Q3 		$9.42M Buy
29,605
+7,667
+35% +$2.65M 0.13% 86
2025
Q2 		$7.61M Buy
+21,938
New +$8.14M 0.13% 91
2018
Q1 		– Sell
-29
Closed -$3K – 807
2017
Q4 		$3K Buy
+29
New +$3.51K ﹤0.01% 1539

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

Summit Trail Advisors's ERIE Position: Q2 2026 in Review

Summit Trail Advisors increased its Erie Indemnity (ERIE) stake by 0.48% in Q2 2026, buying an estimated $101K and bringing the position to 92,804 shares worth $22.2M. The position accounts for 0.28% of the portfolio, ranked #50.

Summit Trail Advisors first reported a position in ERIE in Q4 2017 and has held it in 6 quarters since. The position peaked at $29.7M in Q4 2025. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Summit Trail Advisors held 92,804 shares of Erie Indemnity worth $22.2M as of Q2 2026.
  • Summit Trail Advisors bought 441 Erie Indemnity shares in Q2 2026, an estimated $101K.
  • Erie Indemnity made up 0.28% of Summit Trail Advisors's portfolio in Q2 2026, its #50 holding.
  • Summit Trail Advisors first reported a position in Erie Indemnity in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Erie Indemnity position peaked at $29.7M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.