UBS Group’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35M | Buy |
139,160
+6,992
| +5% | +$1.88M | 0.01% | 2001 |
|
|
2025
Q4 | $37.9M | Buy |
132,168
+13,537
| +11% | +$4.04M | 0.01% | 1932 |
|
|
2025
Q3 | $37.7M | Sell |
118,631
-21,269
| -15% | -$7.34M | 0.01% | 1913 |
|
|
2025
Q2 | $48.5M | Buy |
139,900
+23,176
| +20% | +$8.6M | 0.01% | 1552 |
|
|
2025
Q1 | $48.9M | Buy |
116,724
+15,167
| +15% | +$6.19M | 0.01% | 1500 |
|
|
2024
Q4 | $41.9M | Buy |
101,557
+38,669
| +61% | +$17.3M | 0.01% | 1612 |
|
|
2024
Q3 | $33.9M | Buy |
62,888
+35,935
| +133% | +$16.4M | 0.01% | 1423 |
|
|
2024
Q2 | $9.77M | Buy |
26,953
+1,573
| +6% | +$598K | ﹤0.01% | 2230 |
|
|
2024
Q1 | $10.2M | Sell |
25,380
-6,919
| -21% | -$2.55M | ﹤0.01% | 2257 |
|
|
2023
Q4 | $10.8M | Buy |
32,299
+11,317
| +54% | +$3.4M | ﹤0.01% | 2027 |
|
|
2023
Q3 | $6.16M | Buy |
20,982
+168
| +0.8% | +$43.4K | ﹤0.01% | 2378 |
|
|
2023
Q2 | $4.37M | Buy |
20,814
+4,186
| +25% | +$934K | ﹤0.01% | 2730 |
|
|
2023
Q1 | $3.85M | Buy |
16,628
+708
| +4% | +$169K | ﹤0.01% | 2777 |
|
|
2022
Q4 | $3.96M | Sell |
15,920
-5,201
| -25% | -$1.34M | ﹤0.01% | 2722 |
|
|
2022
Q3 | $4.7M | Sell |
21,121
-3,584
| -15% | -$755K | ﹤0.01% | 2411 |
|
|
2022
Q2 | $4.75M | Buy |
24,705
+688
| +3% | +$120K | ﹤0.01% | 2421 |
|
|
2022
Q1 | $4.23M | Buy |
24,017
+3,074
| +15% | +$552K | ﹤0.01% | 2699 |
|
|
2021
Q4 | $4.04M | Sell |
20,943
-4,218
| -17% | -$848K | ﹤0.01% | 3060 |
|
|
2021
Q3 | $4.49M | Sell |
25,161
-453
| -2% | -$81.9K | ﹤0.01% | 2778 |
|
|
2021
Q2 | $4.95M | Sell |
25,614
-3,082
| -11% | -$636K | ﹤0.01% | 2698 |
|
|
2021
Q1 | $6.34M | Sell |
28,696
-2,689
| -9% | -$653K | ﹤0.01% | 2368 |
|
|
2020
Q4 | $7.71M | Sell |
31,385
-490
| -2% | -$114K | ﹤0.01% | 2058 |
|
|
2020
Q3 | $6.7M | Buy |
31,875
+19,553
| +159% | +$4.1M | ﹤0.01% | 1929 |
|
|
2020
Q2 | $2.36M | Buy |
12,322
+3,269
| +36% | +$575K | ﹤0.01% | 2719 |
|
|
2020
Q1 | $1.34M | Sell |
9,053
-11,176
| -55% | -$1.8M | ﹤0.01% | 3110 |
|
|
2019
Q4 | $3.36M | Sell |
20,229
-3,065
| -13% | -$541K | ﹤0.01% | 3012 |
|
|
2019
Q3 | $4.33M | Sell |
23,294
-2,820
| -11% | -$640K | ﹤0.01% | 2524 |
|
|
2019
Q2 | $6.64M | Buy |
26,114
+8,838
| +51% | +$1.83M | ﹤0.01% | 2106 |
|
|
2019
Q1 | $3.08M | Buy |
17,276
+11,182
| +183% | +$1.8M | ﹤0.01% | 2605 |
|
|
2018
Q4 | $813K | Sell |
6,094
-3,164
| -34% | -$410K | ﹤0.01% | 3868 |
|
|
2018
Q3 | $1.18M | Sell |
9,258
-121
| -1% | -$15K | ﹤0.01% | 3688 |
|
|
2018
Q2 | $1.1M | Sell |
9,379
-2,373
| -20% | -$275K | ﹤0.01% | 3705 |
|
|
2018
Q1 | $1.38M | Sell |
11,752
-2,849
| -20% | -$332K | ﹤0.01% | 3446 |
|
|
2017
Q4 | $1.78M | Buy |
14,601
+3,885
| +36% | +$471K | ﹤0.01% | 3285 |
|
|
2017
Q3 | $1.29M | Buy |
10,716
+216
| +2% | +$26.4K | ﹤0.01% | 3495 |
|
|
2017
Q2 | $1.31M | Buy |
10,500
+2,044
| +24% | +$247K | ﹤0.01% | 3372 |
|
|
2017
Q1 | $1.04M | Sell |
8,456
-487
| -5% | -$56.7K | ﹤0.01% | 3498 |
|
|
2016
Q4 | $1.01M | Buy |
8,943
+791
| +10% | +$84.1K | ﹤0.01% | 3532 |
|
|
2016
Q3 | $832K | Sell |
8,152
-1,390
| -15% | -$138K | ﹤0.01% | 3551 |
|
|
2016
Q2 | $948K | Sell |
9,542
-5,654
| -37% | -$539K | ﹤0.01% | 3429 |
|
|
2016
Q1 | $1.41M | Sell |
15,196
-42,014
| -73% | -$3.95M | ﹤0.01% | 2978 |
|
|
2015
Q4 | $5.47M | Buy |
57,210
+1,151
| +2% | +$104K | ﹤0.01% | 1881 |
|
|
2015
Q3 | $4.65M | Buy |
56,059
+521
| +0.9% | +$43.4K | ﹤0.01% | 1981 |
|
|
2015
Q2 | $4.56M | Buy |
55,538
+42,522
| +327% | +$3.52M | ﹤0.01% | 2173 |
|
|
2015
Q1 | $1.14M | Buy |
13,016
+5,550
| +74% | +$492K | ﹤0.01% | 3464 |
|
|
2014
Q4 | $677K | Buy |
+7,466
| New | +$636K | ﹤0.01% | 3918 |
|
Other funds holding ERIE
VCM
VPM
UBS Group's ERIE Position: Q1 2026 in Review
UBS Group increased its Erie Indemnity (ERIE) stake by 5.3% in Q1 2026, buying an estimated $1.88M and bringing the position to 139,160 shares worth $35M. The position accounts for 0.01% of the portfolio, ranked #2001.
UBS Group first reported a position in ERIE in Q4 2014 and has held it in 46 quarters since. The position peaked at $48.9M in Q1 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.
- UBS Group held 139,160 shares of Erie Indemnity worth $35M as of Q1 2026.
- UBS Group bought 6,992 Erie Indemnity shares in Q1 2026, an estimated $1.88M.
- Erie Indemnity made up 0.01% of UBS Group's portfolio in Q1 2026, its #2001 holding.
- UBS Group first reported a position in Erie Indemnity in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Erie Indemnity position peaked at $48.9M in Q1 2025.
- 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.