MITCHELL SINKLER & STARR/PA ERIE ERIE INDEMNITY CO COMMON STOCK

Ownership history in MITCHELL SINKLER & STARR/PA  ·  40 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported ERIE INDEMNITY CO COMMON STOCK (ERIE) in 40 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2023 Q4. The latest visible filing shows ERIE at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ERIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL SINKLER & STARR/PA's position in ERIE INDEMNITY CO COMMON STOCK, 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 Q1

ERIE was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How MITCHELL SINKLER & STARR/PA 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 997 +20 +2.0% 0.12% $251K 2026-04-13 $261.29
2025 Q4 UNCHANGED 977 0% 0.13% $280K 2026-02-11 $278.88
2025 Q3 ADDED 977 +127 +14.9% 0.14% $311K 2025-11-04 $286.26
2025 Q2 UNCHANGED 850 0% 0.14% $295K 2025-07-25 $350.31
2025 Q1 REDUCED 13.7% -17.0% 850 -135 -13.7% 0.10% $356K 2025-05-07 $356.04
2024 Q4 UNCHANGED 985 0% 0.11% $406K 2025-02-12 $371.82
2024 Q3 ADDED 985 +435 +79.1% 0.13% $532K 2024-11-13 $400.02
2024 Q2 REDUCED 85.8% +49.5% 550 -3,318 -85.8% 0.05% $210K 2024-08-07 $426.03
2023 Q4 ADDED 3,868 +3,118 +415.7% 0.24% $1.3M 2024-02-12 $342.96
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and ERIE

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

How long has MITCHELL SINKLER & STARR/PA reported owning ERIE?

MITCHELL SINKLER & STARR/PA reported ERIE across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ERIE position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for ERIE was 0.24% in 2023 Q4.

What is the latest reported ERIE position on this page?

The most recent filing on this page is 2026 Q1, when MITCHELL SINKLER & STARR/PA reported 997 shares, equal to 0.12% of portfolio, with an estimated market value of $251K.

What does the chart on this ERIE ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA'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 MITCHELL SINKLER & STARR/PA time their ERIE position?

Based on 13F filing dates vs. subsequent ERIE price moves, MITCHELL SINKLER & STARR/PA correctly timed 9 out of 24 reported position changes (38%). The annualised alpha on ERIE relative to SPY over the holding period was -1.9%.

← Back to MITCHELL SINKLER & STARR/PA Holdings