Universal-Beteiligungs- und Servicegesellschaft’s Erie Indemnity ERIE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$2.51M	Sell	10,396 -991	-9%	-$227K	﹤0.01%	1208
2026 Q1	$2.88M	Buy	11,387 +517	+5%	+$139K	0.01%	1109
2025 Q4	$3.13M	Buy	10,870 +812	+8%	+$242K	0.01%	1103
2025 Q3	$3.2M	Sell	10,058 -22	-0.2%	-$7.6K	0.01%	1075
2025 Q2	$3.5M	Buy	10,080 +295	+3%	+$109K	0.01%	971
2025 Q1	$4.1M	Buy	9,785 +304	+3%	+$124K	0.01%	882
2024 Q4	$3.91M	Buy	+9,481	New	+$4.24M	0.01%	769

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's ERIE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Erie Indemnity (ERIE) stake by 8.7% in Q2 2026, selling an estimated $227K and leaving 10,396 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ERIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.1M in Q1 2025. 288 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 10,396 shares of Erie Indemnity worth $2.51M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 991 Erie Indemnity shares in Q2 2026, an estimated $227K.
Erie Indemnity made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1208 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Erie Indemnity in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Erie Indemnity position peaked at $4.1M in Q1 2025.
288 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.