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Winton Group’s Erie Indemnity ERIE Stock Holding History

Winton 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 		$833K Buy
3,475
+413
+13% +$94.7K 0.03% 550
2026
Q1 		$770K Buy
3,062
+1,984
+184% +$533K 0.03% 600
2025
Q4 		$309K Buy
+1,078
New +$322K 0.01% 733
2024
Q3 		– Sell
-963
Closed -$349K – 667
2024
Q2 		$349K Sell
963
-5
-0.5% -$1.9K 0.02% 466
2024
Q1 		$389K Buy
968
+281
+41% +$103K 0.03% 503
2023
Q4 		$230K Buy
+687
New +$206K 0.02% 606
2023
Q2 		– Sell
-7,851
Closed -$1.82M – 877
2023
Q1 		$1.82M Buy
7,851
+239
+3% +$57.2K 0.11% 239
2022
Q4 		$1.89M Sell
7,612
-1,565
-17% -$403K 0.12% 216
2022
Q3 		$2.04M Sell
9,177
-1,754
-16% -$369K 0.13% 200
2022
Q2 		$2.1M Buy
10,931
+1,371
+14% +$238K 0.11% 249
2022
Q1 		$1.68M Buy
9,560
+1,288
+16% +$231K 0.09% 299
2021
Q4 		$1.59M Sell
8,272
-5,849
-41% -$1.18M 0.1% 302
2021
Q3 		$2.52M Buy
14,121
+1,509
+12% +$273K 0.14% 124
2021
Q2 		$2.44M Buy
12,612
+2,721
+28% +$561K 0.13% 121
2021
Q1 		$2.19M Sell
9,891
-589
-6% -$143K 0.12% 124
2020
Q4 		$2.57M Sell
10,480
-22,012
-68% -$5.14M 0.19% 59
2020
Q3 		$6.83M Buy
32,492
+5,689
+21% +$1.19M 0.22% 62
2020
Q2 		$5.14M Buy
+26,803
New +$4.72M 0.13% 202
2019
Q4 		– Sell
-9,751
Closed -$1.81M – 1602
2019
Q3 		$1.81M Buy
9,751
+5,822
+148% +$1.32M 0.02% 605
2019
Q2 		$999K Sell
3,929
-4,416
-53% -$913K 0.02% 416
2019
Q1 		$1.49M Buy
8,345
+5,793
+227% +$930K 0.03% 294
2018
Q4 		$340K Buy
+2,552
New +$331K 0.01% 617

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 $3.38T AUM 44.17% 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

Winton Group's ERIE Position: Q2 2026 in Review

Winton Group increased its Erie Indemnity (ERIE) stake by 13% in Q2 2026, buying an estimated $94.7K and bringing the position to 3,475 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #550.

Winton Group first reported a position in ERIE in Q4 2018 and has held it in 22 quarters since. The position peaked at $6.83M in Q3 2020. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Winton Group held 3,475 shares of Erie Indemnity worth $833K as of Q2 2026.
  • Winton Group bought 413 Erie Indemnity shares in Q2 2026, an estimated $94.7K.
  • Erie Indemnity made up 0.03% of Winton Group's portfolio in Q2 2026, its #550 holding.
  • Winton Group first reported a position in Erie Indemnity in Q4 2018 and has held it in 22 quarters since.
  • Winton Group's Erie Indemnity position peaked at $6.83M in Q3 2020.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.