EI
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Ethic Inc’s Erie Indemnity ERIE Stock Holding History

Ethic Inc’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
Q4 		– Sell
-677
Closed -$215K – 1233
2025
Q3 		$215K Sell
677
-87
-11% -$30K ﹤0.01% 1093
2025
Q2 		$260K Sell
764
-200
-21% -$74.2K ﹤0.01% 1026
2025
Q1 		$396K Sell
964
-21
-2% -$8.57K 0.01% 864
2024
Q4 		$406K Buy
985
+252
+34% +$113K 0.01% 863
2024
Q3 		$294K Sell
733
-193
-21% -$87.9K 0.01% 887
2024
Q2 		$336K Buy
926
+193
+26% +$73.3K 0.01% 880
2024
Q1 		$294K Buy
+733
New +$270K 0.01% 885
2023
Q2 		– Sell
-1,001
Closed -$232K – 992
2023
Q1 		$232K Buy
+1,001
New +$239K 0.01% 858

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ethic Inc's ERIE Position: Q4 2025 in Review

Ethic Inc sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 677 shares — an estimated $215K sold.

Ethic Inc first reported a position in ERIE in Q1 2023 and held it in 8 quarters. The position peaked at $406K in Q4 2024. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • Ethic Inc reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • Ethic Inc sold 677 Erie Indemnity shares in Q4 2025, an estimated $215K.
  • Ethic Inc first reported a position in Erie Indemnity in Q1 2023 and held it in 8 quarters.
  • Ethic Inc's Erie Indemnity position peaked at $406K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Ethic Inc's 13F filing for Q4 2025, filed 3 Feb 2026.