Wedgewood Investors’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 | $4.33M | Sell |
17,223
-950
| -5% | -$255K | 4.96% | 2 |
|
|
2025
Q4 | $5.21M | Sell |
18,173
-3,350
| -16% | -$1,000K | 5.93% | 2 |
|
|
2025
Q3 | $6.85M | Sell |
21,523
-1,025
| -5% | -$354K | 7.51% | 1 |
|
|
2025
Q2 | $7.82M | Sell |
22,548
-1,550
| -6% | -$575K | 9.01% | 1 |
|
|
2025
Q1 | $10.1M | Sell |
24,098
-1,200
| -5% | -$490K | 11.99% | 1 |
|
|
2024
Q4 | $10.4M | Sell |
25,298
-100
| -0.4% | -$44.8K | 12.29% | 1 |
|
|
2024
Q3 | $13.7M | Sell |
25,398
-4,900
| -16% | -$2.23M | 14.97% | 1 |
|
|
2024
Q2 | $11M | Buy |
+30,298
| New | +$11.5M | 13.04% | 1 |
|
|
2023
Q4 | $12.7M | Hold |
37,883
| – | – | 15.79% | 1 |
|
|
2023
Q3 | $11.1M | Sell |
37,883
-2,700
| -7% | -$698K | 15.08% | 1 |
|
|
2023
Q2 | $8.52M | Hold |
40,583
| – | – | 10.92% | 1 |
|
|
2023
Q1 | $9.4M | Sell |
40,583
-600
| -1% | -$143K | 12.31% | 1 |
|
|
2022
Q4 | $10.2M | Sell |
41,183
-100
| -0.2% | -$25.7K | 13.5% | 1 |
|
|
2022
Q3 | $9.18M | Sell |
41,283
-100
| -0.2% | -$21.1K | 14.11% | 1 |
|
|
2022
Q2 | $7.95M | Sell |
41,383
-2,729
| -6% | -$475K | 11.24% | 1 |
|
|
2022
Q1 | $7.77M | Sell |
44,112
-5,035
| -10% | -$904K | 9.39% | 1 |
|
|
2021
Q4 | $9.47M | Sell |
49,147
-1,090
| -2% | -$219K | 11.17% | 1 |
|
|
2021
Q3 | $8.96M | Sell |
50,237
-605
| -1% | -$109K | 11.65% | 1 |
|
|
2021
Q2 | $9.83M | Hold |
50,842
| – | – | 12.38% | 1 |
|
|
2021
Q1 | $11.2M | Sell |
50,842
-1,000
| -2% | -$243K | 14.03% | 1 |
|
|
2020
Q4 | $12.7M | Hold |
51,842
| – | – | 16.62% | 1 |
|
|
2020
Q3 | $10.9M | Sell |
51,842
-50
| -0.1% | -$10.5K | 16.29% | 1 |
|
|
2020
Q2 | $9.96M | Hold |
51,892
| – | – | 16.05% | 1 |
|
|
2020
Q1 | $7.69M | Sell |
51,892
-855
| -2% | -$138K | 14.82% | 1 |
|
|
2019
Q4 | $8.76M | Hold |
52,747
| – | – | 12.51% | 1 |
|
|
2019
Q3 | $9.79M | Hold |
52,747
| – | – | 14.61% | 1 |
|
|
2019
Q2 | $13.4M | Sell |
52,747
-58
| -0.1% | -$12K | 19.21% | 1 |
|
|
2019
Q1 | $9.43M | Sell |
52,805
-28
| -0.1% | -$4.5K | 14.62% | 1 |
|
|
2018
Q4 | $7.04M | Hold |
52,833
| – | – | 12.84% | 1 |
|
|
2018
Q3 | $6.74M | Buy |
52,833
+900
| +2% | +$112K | 10.67% | 1 |
|
|
2018
Q2 | $6.09M | Sell |
51,933
-1,201
| -2% | -$139K | 10.4% | 1 |
|
|
2018
Q1 | $6.25M | Sell |
53,134
-69
| -0.1% | -$8.03K | 5.35% | 2 |
|
|
2017
Q4 | $6.48M | Hold |
53,203
| – | – | 5.27% | 2 |
|
|
2017
Q3 | $6.42M | Sell |
53,203
-300
| -0.6% | -$36.6K | 5.41% | 2 |
|
|
2017
Q2 | $6.69M | Hold |
53,503
| – | – | 5.75% | 1 |
|
|
2017
Q1 | $6.57M | Sell |
53,503
-23
| -0% | -$2.68K | 5.74% | 1 |
|
|
2016
Q4 | $6.02M | Hold |
53,526
| – | – | 5.54% | 2 |
|
|
2016
Q3 | $5.46M | Sell |
53,526
-4
| -0% | -$397 | 5.11% | 2 |
|
|
2016
Q2 | $5.32M | Hold |
53,530
| – | – | 5.06% | 2 |
|
|
2016
Q1 | $4.98M | Hold |
53,530
| – | – | 5.01% | 4 |
|
|
2015
Q4 | $5.12M | Hold |
53,530
| – | – | 5.17% | 3 |
|
|
2015
Q3 | $4.44M | Sell |
53,530
-200
| -0.4% | -$16.6K | 4.54% | 6 |
|
|
2015
Q2 | $4.41M | Buy |
53,730
+5
| +0% | +$414 | 4.21% | 4 |
|
|
2015
Q1 | $4.69M | Hold |
53,725
| – | – | 4.56% | 3 |
|
|
2014
Q4 | $4.88M | Sell |
53,725
-500
| -0.9% | -$42.6K | 4.84% | 3 |
|
|
2014
Q3 | $4.11M | Hold |
54,225
| – | – | 4.25% | 3 |
|
|
2014
Q2 | $4.08M | Hold |
54,225
| – | – | 4.21% | 5 |
|
|
2014
Q1 | $3.78M | Hold |
54,225
| – | – | 4.08% | 5 |
|
|
2013
Q4 | $3.96M | Hold |
54,225
| – | – | 4.43% | 3 |
|
|
2013
Q3 | $3.93M | Sell |
54,225
-270
| -0.5% | -$20.8K | 4.66% | 3 |
|
|
2013
Q2 | $4.34M | Buy |
+54,495
| New | +$4.24M | 5.58% | 2 |
|
Other funds holding ERIE
VCM
VPM
Wedgewood Investors's ERIE Position: Q1 2026 in Review
Wedgewood Investors reduced its Erie Indemnity (ERIE) stake by 5.2% in Q1 2026, selling an estimated $255K and leaving 17,223 shares worth $4.33M. The position accounts for 4.96% of the portfolio, ranked #2.
Wedgewood Investors first reported a position in ERIE in Q2 2013 and has held it in 51 quarters since. The position peaked at $13.7M in Q3 2024. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.
- Wedgewood Investors held 17,223 shares of Erie Indemnity worth $4.33M as of Q1 2026.
- Wedgewood Investors sold 950 Erie Indemnity shares in Q1 2026, an estimated $255K.
- Erie Indemnity made up 4.96% of Wedgewood Investors's portfolio in Q1 2026, its #2 holding.
- Wedgewood Investors first reported a position in Erie Indemnity in Q2 2013 and has held it in 51 quarters since.
- Wedgewood Investors's Erie Indemnity position peaked at $13.7M in Q3 2024.
- 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.
Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.