GATEWAY INVESTMENT ADVISERS LLC ERIE — ERIE INDTY CO

Ownership history in GATEWAY INVESTMENT ADVISERS LLC  ·  7 quarters on record

AI Ownership Summary

GATEWAY INVESTMENT ADVISERS LLC reported ERIE INDTY CO (ERIE) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows ERIE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ERIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GATEWAY INVESTMENT ADVISERS LLC's position in ERIE INDTY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ERIE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ERIE stock page GATEWAY INVESTMENT ADVISERS LLC fund profile GATEWAY INVESTMENT ADVISERS LLC full holdings
How GATEWAY INVESTMENT ADVISERS LLC held ERIE — position size vs. price
% of Fund (quarterly)    ERIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,857 +320 +20.8% 0.00% $445K 2026-07-20 $225.01
2026 Q1 REDUCED 31.3% -4.9% ✅ 1,537 -701 -31.3% 0.00% $386K 2026-04-13 $259.80
2025 Q4 ADDED — — — 2,238 +788 +54.3% 0.01% $642K 2026-02-03 $277.55
2025 Q3 ADDED — — — 1,450 +51 +3.6% 0.00% $461K 2025-10-21 $320.50
2025 Q2 REDUCED — — — 1,399 -23 -1.6% 0.01% $485K 2025-07-09 $337.33
2025 Q1 ADDED — — — 1,422 +138 +10.7% 0.01% $596K 2025-04-11 $408.89
2024 Q4 INITIATED — — — 1,284 — — 0.01% $529K 2025-01-15 $388.97

🏢 Other funds also holding ERIE

As of 2026 Q2 — sorted by position size

WEDGEWOOD INVESTORS INC /PA/ 3Y 7Y 3.56% Columbia Asset Management 3Y 7Y 3.03% Allegheny Financial Group 3Y 1.67% PARAGON CAPITAL MANAGEMENT INC 0.71% CWA Asset Management Group, LLC 3Y 7Y 0.67% PDT Partners, LLC 3Y 7Y 0.62% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.57% Rodgers Brothers Inc. 3Y 7Y 0.55% Vest Financial, LLC 3Y 0.48% IRON Financial LLC 3Y 7Y 0.34%

FAQ About GATEWAY INVESTMENT ADVISERS LLC and ERIE

These are the practical questions this page is built to answer before you even open the full history table.

How long has GATEWAY INVESTMENT ADVISERS LLC reported owning ERIE?

GATEWAY INVESTMENT ADVISERS LLC reported ERIE across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ERIE position in GATEWAY INVESTMENT ADVISERS LLC's portfolio?

The largest reported portfolio weight for ERIE was 0.01% in 2025 Q1.

What is the latest reported ERIE position on this page?

The most recent filing on this page is 2026 Q2, when GATEWAY INVESTMENT ADVISERS LLC reported 1,857 shares, equal to 0.00% of portfolio, with an estimated market value of $445K.

What does the chart on this ERIE ownership page compare?

The chart compares GATEWAY INVESTMENT ADVISERS LLC's quarterly ERIE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GATEWAY INVESTMENT ADVISERS LLC time their ERIE position?

Based on 13F filing dates vs. subsequent ERIE price moves, GATEWAY INVESTMENT ADVISERS LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ERIE relative to SPY over the holding period was -40.7%.

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