Ray Dalio's ERIE Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1,622 shares of Erie Indemnity Company (ERIE) worth $407,625, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in ERIE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 38,474 shares. Largest reduction occurred in Q4 2019, reducing 38,474 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Erie Indemnity Company (ERIE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Erie Indemnity Company (ERIE) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1,775 | Reduce 52.25% | 1,622 | $251.31 |
| Q4 2025 | +3,397 | New Buy | 3,397 | $286.65 |
| Q4 2024 | -1,103 | Sold Out | 0 | $0.00 |
| Q3 2024 | -1,686 | Reduce 60.45% | 1,103 | $539.82 |
| Q2 2024 | +2,789 | New Buy | 2,789 | $362.40 |
| Q1 2024 | -15,790 | Sold Out | 0 | $0.00 |
| Q4 2023 | +5,051 | Add 47.03% | 15,790 | $334.92 |
| Q3 2023 | +5,585 | Add 108.36% | 10,739 | $293.79 |
| Q2 2023 | -6,215 | Reduce 54.67% | 5,154 | $210.01 |
| Q1 2023 | -5,276 | Reduce 31.70% | 11,369 | $231.66 |
| Q4 2022 | +5,621 | Add 50.99% | 16,645 | $248.72 |
| Q3 2022 | -4,955 | Reduce 31.01% | 11,024 | $222.33 |
| Q2 2022 | +3,859 | Add 31.84% | 15,979 | $192.19 |
| Q1 2022 | +5,464 | Add 82.09% | 12,120 | $176.16 |
| Q4 2021 | +6,656 | New Buy | 6,656 | $192.61 |
| Q3 2020 | -1,903 | Sold Out | 0 | $0.00 |
| Q2 2020 | -969 | Reduce 33.74% | 1,903 | $191.80 |
| Q1 2020 | +2,872 | New Buy | 2,872 | $148.33 |
| Q4 2019 | -38,474 | Sold Out | 0 | $0.00 |
| Q3 2019 | +38,474 | New Buy | 38,474 | $185.66 |
| Q2 2018 | -2,288 | Sold Out | 0 | $0.00 |
| Q1 2018 | +2,288 | New Buy | 2,288 | $117.57 |
| Q4 2015 | -2,527 | Sold Out | 0 | $0.00 |
| Q3 2015 | +2,527 | New Buy | 2,527 | $83.10 |
Ray Dalio's Erie Indemnity Company Investment FAQs
Ray Dalio first purchased Erie Indemnity Company (ERIE) in Q3 2015, acquiring 2,527 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Erie Indemnity Company (ERIE) for 24 quarters since Q3 2015.
Ray Dalio's largest addition to Erie Indemnity Company (ERIE) was in Q3 2019, adding 38,474 shares worth $7.14 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,622 shares of Erie Indemnity Company (ERIE), valued at approximately $407,625.
As of the Q1 2026 filing, Erie Indemnity Company (ERIE) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Erie Indemnity Company (ERIE) was 38,474 shares, as reported at the end of Q3 2019.