ERIE INDEMNITY COMPANY-CL A · CUSIP 29530P102 · CIK 1585047
As of 2026-06-30, Columbia Asset Management reported 72.59K ERIE (shares), valued at $17.40M, or 3.03% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares increased 0.03%; reported value decreased 4.57%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.03% | 72,592 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 3.47% | 72,569 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 3.66% | 71,748 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 4.25% | 71,346 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 4.87% | 71,405 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 6.24% | 73,291 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 5.80% | 73,521 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 7.06% | 75,036 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 5.11% | 75,662 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 6.11% | 89,978 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 6.11% | 89,978 | SEC filing ↗Filed Feb 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.11% | 89,978 | $30.14M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 6.11% | 89,978 | $30.14M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 5.11% | 75,662 | $27.42M | Shares decreased 15.91%; reported value decreased 9.01%, and weight changed -1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 7.06% | 75,036 | $40.51M | Shares decreased 0.83%; reported value increased 47.72%, and weight changed +1.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 5.80% | 73,521 | $30.31M | Shares decreased 2.02%; reported value decreased 25.18%, and weight changed -1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 6.24% | 73,291 | $30.71M | Shares decreased 0.31%; reported value increased 1.34%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 4.87% | 71,405 | $24.76M | Shares decreased 2.57%; reported value decreased 19.37%, and weight changed -1.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 4.25% | 71,346 | $22.70M | Shares decreased 0.08%; reported value decreased 8.33%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 3.66% | 71,748 | $20.57M | Shares increased 0.56%; reported value decreased 9.40%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 3.47% | 72,569 | $18.24M | Shares increased 1.14%; reported value decreased 11.33%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 3.03% | 72,592 | $17.40M | Shares increased 0.03%; reported value decreased 4.57%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.