Baird Financial Group
ERIE icon

Baird Financial Group’s Erie Indemnity ERIE Stock Holding History

Baird Financial Group’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-685
Closed -$282K – 1775
2024
Q4 		$282K Sell
685
-40
-6% -$17.9K ﹤0.01% 1580
2024
Q3 		$391K Sell
725
-11
-1% -$5.01K ﹤0.01% 1462
2024
Q2 		$267K Sell
736
-100
-12% -$38K ﹤0.01% 1590
2024
Q1 		$336K Sell
836
-13
-2% -$4.78K ﹤0.01% 1516
2023
Q4 		$284K Sell
849
-19
-2% -$5.71K ﹤0.01% 1536
2023
Q3 		$255K Sell
868
-143
-14% -$37K ﹤0.01% 1555
2023
Q2 		$212K Sell
1,011
-10
-1% -$2.23K ﹤0.01% 1601
2023
Q1 		$237K Buy
1,021
+6
+0.6% +$1.44K ﹤0.01% 1573
2022
Q4 		$252K Buy
1,015
+11
+1% +$2.83K ﹤0.01% 1516
2022
Q3 		$223K Buy
+1,004
New +$211K ﹤0.01% 1563

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baird Financial Group's ERIE Position: Q1 2025 in Review

Baird Financial Group sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 685 shares — an estimated $282K sold.

Baird Financial Group first reported a position in ERIE in Q3 2022 and held it in 10 quarters. The position peaked at $391K in Q3 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • Baird Financial Group reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 685 Erie Indemnity shares in Q1 2025, an estimated $282K.
  • Baird Financial Group first reported a position in Erie Indemnity in Q3 2022 and held it in 10 quarters.
  • Baird Financial Group's Erie Indemnity position peaked at $391K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.