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Court Place Advisors’s Erie Indemnity ERIE Stock Holding History

Court Place Advisors’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
Q2 		– Sell
-513
Closed -$215K – 148
2025
Q1 		$215K Hold
513
– – 0.07% 142
2024
Q4 		$211K Hold
513
– – 0.07% 144
2024
Q3 		$277K Buy
+513
New +$234K 0.08% 140
2024
Q2 		– Sell
-513
Closed -$206K – 160
2024
Q1 		$206K Buy
+513
New +$189K 0.07% 151

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Court Place Advisors's ERIE Position: Q2 2025 in Review

Court Place Advisors sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 513 shares — an estimated $215K sold.

Court Place Advisors first reported a position in ERIE in Q1 2024 and held it in 4 quarters. The position peaked at $277K in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Court Place Advisors reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Court Place Advisors sold 513 Erie Indemnity shares in Q2 2025, an estimated $215K.
  • Court Place Advisors first reported a position in Erie Indemnity in Q1 2024 and held it in 4 quarters.
  • Court Place Advisors's Erie Indemnity position peaked at $277K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Court Place Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.