Susquehanna Fundamental Investments’s Erie Indemnity ERIE Stock Holding History

Susquehanna Fundamental Investments’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	$6.87M	Sell	28,653 -6,382	-18%	-$1.46M	0.13%	185
2026 Q1	$8.8M	Buy	35,035 +26,262	+299%	+$7.05M	0.33%	79
2025 Q4	$2.51M	Buy	+8,773	New	+$2.62M	0.09%	221
2025 Q2	–	Sell	-2,817	Closed	-$1.18M	–	817
2025 Q1	$1.18M	Buy	+2,817	New	+$1.15M	0.02%	653
2023 Q3	–	Sell	-1,784	Closed	-$375K	–	442
2023 Q2	$375K	Sell	1,784 -2,864	-62%	-$639K	0.01%	486
2023 Q1	$1.08M	Sell	4,648 -6,237	-57%	-$1.49M	0.03%	501
2022 Q4	$2.71M	Buy	10,885 +1,109	+11%	+$285K	0.05%	412
2022 Q3	$2.17M	Buy	+9,776	New	+$2.06M	0.04%	555
2022 Q1	$2.29M	Buy	+13,017	New	+$2.34M	0.04%	530
2021 Q3	–	Sell	-10,585	Closed	-$2.05M	–	1749
2021 Q2	$2.05M	Buy	10,585 +4,846	+84%	+$1,000K	0.04%	589
2021 Q1	$1.27M	Sell	5,739 -6,466	-53%	-$1.57M	0.02%	797
2020 Q4	$3M	Hold	12,205	–	–	0.05%	492
2020 Q3	$2.57M	Hold	12,205	–	–	0.08%	355
2020 Q2	$2.34M	Buy	12,205 +3,300	+37%	+$581K	0.11%	237
2020 Q1	$1.32M	Buy	+8,905	New	+$1.43M	0.26%	107

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna Fundamental Investments's ERIE Position: Q2 2026 in Review

Susquehanna Fundamental Investments reduced its Erie Indemnity (ERIE) stake by 18% in Q2 2026, selling an estimated $1.46M and leaving 28,653 shares worth $6.87M. The position accounts for 0.13% of the portfolio, ranked #185.

Susquehanna Fundamental Investments first reported a position in ERIE in Q1 2020 and has held it in 15 quarters since. The position peaked at $8.8M in Q1 2026. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Susquehanna Fundamental Investments held 28,653 shares of Erie Indemnity worth $6.87M as of Q2 2026.
Susquehanna Fundamental Investments sold 6,382 Erie Indemnity shares in Q2 2026, an estimated $1.46M.
Erie Indemnity made up 0.13% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #185 holding.
Susquehanna Fundamental Investments first reported a position in Erie Indemnity in Q1 2020 and has held it in 15 quarters since.
Susquehanna Fundamental Investments's Erie Indemnity position peaked at $8.8M in Q1 2026.
440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.