Wellington Management 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
2025
Q4
$309K Buy
2024
Q3
Sell
2024
Q2
$784K Buy
2024
Q1
$820K Buy
2023
Q4
$638K Buy
2023
Q3
$548K Buy
2022
Q2
Sell
2022
Q1
$22.3M Sell
2021
Q4
$88.8M Sell
2021
Q3
$85.8M Buy
2021
Q2
$77.7M Sell
2021
Q1
$90.1M Sell
2020
Q4
$119M Sell
2020
Q3
$108M Sell
2020
Q2
$104M Sell
2020
Q1
$81.8M Buy
2019
Q4
$1.76M Buy
2019
Q3
$982K Buy
2016
Q4
Sell
2016
Q3
$204K Buy