Whittier Trust
ERIE icon

Whittier Trust’s Erie Indemnity ERIE Stock Holding History

Whittier Trust’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 		$11.1K Hold
50
– – ﹤0.01% 1135
2026
Q2 		$12.9K Hold
50
– – ﹤0.01% 1105
2026
Q1 		$12.7K Hold
50
– – ﹤0.01% 1087
2025
Q4 		$14.3K Hold
50
– – ﹤0.01% 1082
2025
Q3 		$16K Hold
50
– – ﹤0.01% 1041
2025
Q2 		$17.3K Hold
50
– – ﹤0.01% 1138
2025
Q1 		$21K Hold
50
– – ﹤0.01% 1098
2024
Q4 		$20.6K Hold
50
– – ﹤0.01% 1097
2024
Q3 		$27K Hold
50
– – ﹤0.01% 1037
2024
Q2 		$18.1K Hold
50
– – ﹤0.01% 1111
2024
Q1 		$20.1K Hold
50
– – ﹤0.01% 1127
2023
Q4 		$16.7K Hold
50
– – ﹤0.01% 1132
2023
Q3 		$14.7K Hold
50
– – ﹤0.01% 1182
2023
Q2 		$10.5K Hold
50
– – ﹤0.01% 1263
2023
Q1 		$11.6K Hold
50
– – ﹤0.01% 1277
2022
Q4 		$12.4K Hold
50
– – ﹤0.01% 1253
2022
Q3 		$11K Hold
50
– – ﹤0.01% 1321
2022
Q2 		$10K Hold
50
– – ﹤0.01% 1318
2022
Q1 		$9K Hold
50
– – ﹤0.01% 1349
2021
Q4 		$10K Buy
+50
New +$10K ﹤0.01% 1315

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Whittier Trust's ERIE Position: Q3 2026 in Review

Whittier Trust held its Erie Indemnity (ERIE) position steady in Q3 2026 at 50 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Whittier Trust first reported a position in ERIE in Q4 2021 and has held it in 20 quarters since. The position peaked at $27K in Q3 2024. 270 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Whittier Trust held 50 shares of Erie Indemnity worth $11.1K as of Q3 2026.
  • Whittier Trust left its Erie Indemnity share count unchanged in Q3 2026.
  • Erie Indemnity made up ﹤0.01% of Whittier Trust's portfolio in Q3 2026, its #1135 holding.
  • Whittier Trust first reported a position in Erie Indemnity in Q4 2021 and has held it in 20 quarters since.
  • Whittier Trust's Erie Indemnity position peaked at $27K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.