V-Square Quantitative Management’s Erie Indemnity ERIE Stock Holding History

V-Square Quantitative Management’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 Q3	$487K	Buy	2,220 +83	+4%	+$20.3K	0.04%	355
2026 Q2	$512K	Buy	2,137 +502	+31%	+$115K	0.05%	323
2026 Q1	$411K	Buy	1,635 +525	+47%	+$141K	0.04%	352
2025 Q4	$318K	Buy	+1,110	New	+$331K	0.03%	410
2025 Q3	–	Sell	-699	Closed	-$242K	–	302
2025 Q2	$242K	Buy	699 +169	+32%	+$62.7K	0.03%	485
2025 Q1	$222K	Hold	530	–	–	0.03%	469
2024 Q4	$218K	Buy	530 +101	+24%	+$45.2K	0.03%	482
2024 Q3	$232K	Buy	+429	New	+$195K	0.03%	492

Other funds holding ERIE

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Columbia Asset Management Ann Arbor, Michigan $576M AUM 25% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

V-Square Quantitative Management's ERIE Position: Q3 2026 in Review

V-Square Quantitative Management increased its Erie Indemnity (ERIE) stake by 3.9% in Q3 2026, buying an estimated $20.3K and bringing the position to 2,220 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #355.

V-Square Quantitative Management first reported a position in ERIE in Q3 2024 and has held it in 8 quarters since. The position peaked at $512K in Q2 2026. 46 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

V-Square Quantitative Management held 2,220 shares of Erie Indemnity worth $487K as of Q3 2026.
V-Square Quantitative Management bought 83 Erie Indemnity shares in Q3 2026, an estimated $20.3K.
Erie Indemnity made up 0.04% of V-Square Quantitative Management's portfolio in Q3 2026, its #355 holding.
V-Square Quantitative Management first reported a position in Erie Indemnity in Q3 2024 and has held it in 8 quarters since.
V-Square Quantitative Management's Erie Indemnity position peaked at $512K in Q2 2026.
46 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.