Wellington Management Group
ERIE icon

Wellington Management Group’s Erie Indemnity ERIE Stock Holding History

Wellington Management Group’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 		$643K Sell
2,681
-199
-7% -$45.6K ﹤0.01% 1809
2026
Q1 		$724K Buy
2,880
+1,802
+167% +$484K ﹤0.01% 1732
2025
Q4 		$309K Buy
+1,078
New +$322K ﹤0.01% 1857
2024
Q3 		– Sell
-2,163
Closed -$784K – 1945
2024
Q2 		$784K Buy
2,163
+122
+6% +$46.4K ﹤0.01% 1724
2024
Q1 		$820K Buy
2,041
+136
+7% +$50K ﹤0.01% 1723
2023
Q4 		$638K Buy
1,905
+40
+2% +$12K ﹤0.01% 1698
2023
Q3 		$548K Buy
+1,865
New +$482K ﹤0.01% 1687
2022
Q2 		– Sell
-126,547
Closed -$22.3M – 2106
2022
Q1 		$22.3M Sell
126,547
-334,372
-73% -$60.1M ﹤0.01% 991
2021
Q4 		$88.8M Sell
460,919
-20,217
-4% -$4.06M 0.01% 665
2021
Q3 		$85.8M Buy
481,136
+79,345
+20% +$14.4M 0.01% 661
2021
Q2 		$77.7M Sell
401,791
-5,919
-1% -$1.22M 0.01% 698
2021
Q1 		$90.1M Sell
407,710
-76,795
-16% -$18.6M 0.02% 644
2020
Q4 		$119M Sell
484,505
-28,105
-5% -$6.56M 0.02% 545
2020
Q3 		$108M Sell
512,610
-29,579
-5% -$6.21M 0.02% 503
2020
Q2 		$104M Sell
542,189
-9,911
-2% -$1.74M 0.02% 510
2020
Q1 		$81.8M Buy
552,100
+541,519
+5,118% +$87.3M 0.02% 509
2019
Q4 		$1.76M Buy
10,581
+5,293
+100% +$935K ﹤0.01% 1582
2019
Q3 		$982K Buy
+5,288
New +$1.2M ﹤0.01% 1732
2016
Q4 		– Sell
-2,001
Closed -$204K – 2201
2016
Q3 		$204K Buy
+2,001
New +$199K ﹤0.01% 2135

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group's ERIE Position: Q2 2026 in Review

Wellington Management Group reduced its Erie Indemnity (ERIE) stake by 6.9% in Q2 2026, selling an estimated $45.6K and leaving 2,681 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Wellington Management Group first reported a position in ERIE in Q3 2016 and has held it in 19 quarters since. The position peaked at $119M in Q4 2020. 440 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Wellington Management Group held 2,681 shares of Erie Indemnity worth $643K as of Q2 2026.
  • Wellington Management Group sold 199 Erie Indemnity shares in Q2 2026, an estimated $45.6K.
  • Erie Indemnity made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1809 holding.
  • Wellington Management Group first reported a position in Erie Indemnity in Q3 2016 and has held it in 19 quarters since.
  • Wellington Management Group's Erie Indemnity position peaked at $119M in Q4 2020.
  • 440 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.