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Everence Capital Management’s Erie Indemnity ERIE Stock Holding History

Everence Capital Management’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
-670
Closed -$213K – 799
2025
Q3 		$213K Hold
670
– – 0.01% 749
2025
Q2 		$232K Sell
670
-260
-28% -$96.4K 0.01% 693
2025
Q1 		$390K Buy
930
+230
+33% +$93.9K 0.03% 444
2024
Q4 		$289K Buy
+700
New +$313K 0.02% 593

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

Everence Capital Management's ERIE Position: Q4 2025 in Review

Everence Capital Management sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 670 shares — an estimated $213K sold.

Everence Capital Management first reported a position in ERIE in Q4 2024 and held it in 4 quarters. The position peaked at $390K in Q1 2025. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • Everence Capital Management reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • Everence Capital Management sold 670 Erie Indemnity shares in Q4 2025, an estimated $213K.
  • Everence Capital Management first reported a position in Erie Indemnity in Q4 2024 and held it in 4 quarters.
  • Everence Capital Management's Erie Indemnity position peaked at $390K in Q1 2025.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Everence Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.