WestEnd Advisors
ERIE icon

WestEnd Advisors’s Erie Indemnity ERIE Stock Holding History

WestEnd Advisors’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 		$219 Hold
1
– – ﹤0.01% 407
2026
Q2 		$240 Hold
1
– – ﹤0.01% 379
2026
Q1 		$251 Hold
1
– – ﹤0.01% 358
2025
Q4 		$287 Buy
+1
New +$298 ﹤0.01% 348

Other funds holding ERIE

PNC Financial Services Group
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

WestEnd Advisors's ERIE Position: Q3 2026 in Review

WestEnd Advisors held its Erie Indemnity (ERIE) position steady in Q3 2026 at 1 share worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #407.

WestEnd Advisors first reported a position in ERIE in Q4 2025 and has held it in 4 quarters since. The position peaked at $287 in Q4 2025. 323 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • WestEnd Advisors held 1 share of Erie Indemnity worth $219 as of Q3 2026.
  • WestEnd Advisors left its Erie Indemnity share count unchanged in Q3 2026.
  • Erie Indemnity made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #407 holding.
  • WestEnd Advisors first reported a position in Erie Indemnity in Q4 2025 and has held it in 4 quarters since.
  • WestEnd Advisors's Erie Indemnity position peaked at $287 in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.