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Westerkirk Capital’s Erie Indemnity ERIE Stock Holding History

Westerkirk Capital’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
Q1 		$165K Hold
658
– – 0.02% 196
2025
Q4 		$189K Hold
658
– – 0.02% 203
2025
Q3 		$209K Hold
658
– – 0.02% 223
2025
Q2 		$228K Buy
+658
New +$244K 0.03% 215

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westerkirk Capital's ERIE Position: Q1 2026 in Review

Westerkirk Capital held its Erie Indemnity (ERIE) position steady in Q1 2026 at 658 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #196.

Westerkirk Capital first reported a position in ERIE in Q2 2025 and has held it in 4 quarters since. The position peaked at $228K in Q2 2025. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.

  • Westerkirk Capital held 658 shares of Erie Indemnity worth $165K as of Q1 2026.
  • Westerkirk Capital left its Erie Indemnity share count unchanged in Q1 2026.
  • Erie Indemnity made up 0.02% of Westerkirk Capital's portfolio in Q1 2026, its #196 holding.
  • Westerkirk Capital first reported a position in Erie Indemnity in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Erie Indemnity position peaked at $228K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.