SEC 13F Intelligence

Columbia Asset Management / ERIE

Columbia Asset Management’s Erie Indty Co Position

Does Columbia Asset Management own Erie Indty Co (ERIE)? Yes — 72.6K shares worth $18M (+3.47% of its 13F portfolio) as of Q1 2026, up from 71.7K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
72.6K
% of Portfolio
+3.47%
Quarters Held
29
currently held

Position History ERIE

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $11MQ2 ’19: $14MQ3 ’19: $10MQ4 ’19: $88MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $32MQ2 ’21: $28MQ3 ’21: $26MQ4 ’21: $26MQ4 ’21Q2 ’22: $21MQ3 ’22: $23MQ4 ’22: $24,417Q1 ’23: $22,492Q1 ’23Q2 ’23: $20,686Q3 ’23: $28,925Q4 ’23: $30,136Q1 ’24: $30,136Q1 ’24Q2 ’24: $27,420Q3 ’24: $40,506Q4 ’24: $30MQ1 ’25: $31MQ1 ’25Q2 ’25: $25MQ3 ’25: $23MQ4 ’25: $21MQ1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.6K$18M+3.47%
Q4 202571.7K$21M+3.66%
Q3 202571.3K$23M+4.25%
Q2 202571.4K$25M+4.87%
Q1 202573.3K$31M+6.01%
Q4 202473.5K$30M+5.54%
Q3 202475.0K$40,506+7.06%
Q2 202475.7K$27,420+5.11%
Q1 202490.0K$30,136+6.11%
Q4 202390.0K$30,136+6.11%
Q3 202398.5K$28,925+6.39%
Q2 202398.5K$20,686+4.40%
Q1 202397.1K$22,492+5.06%
Q4 202298.2K$24,417+5.93%
Q3 2022101.8K$23M+5.95%
Q2 2022110.0K$21M+5.36%
Q4 2021137.0K$26M+5.35%
Q3 2021144.5K$26M+5.62%
Q2 2021144.9K$28M+6.22%
Q1 2021145.5K$32M+5.83%
Q4 202033.3K$8M+1.65%
Q3 202034.8K$7M+1.68%
Q2 202037.5K$7M+1.72%
Q1 202040.8K$6M+1.49%
Q4 201952.8K$88M+2.11%
Q3 201953.0K$10M+2.56%
Q2 201956.8K$14M+3.80%
Q1 201959.8K$11M+2.85%
Q4 201862.5K$8M+2.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Columbia Asset Management’s full portfolio or all institutional holders of ERIE.