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Forum Financial Management’s Erie Indemnity ERIE Stock Holding History

Forum Financial 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
Q3 		– Sell
-635
Closed -$220K – 1026
2025
Q2 		$220K Buy
+635
New +$236K ﹤0.01% 852
2025
Q1 		– Sell
-646
Closed -$266K – 883
2024
Q4 		$266K Hold
646
– – ﹤0.01% 688
2024
Q3 		$349K Buy
646
+1
+0.2% +$455 0.01% 456
2024
Q2 		$234K Buy
645
+1
+0.2% +$380 ﹤0.01% 592
2024
Q1 		$259K Hold
644
– – ﹤0.01% 571
2023
Q4 		$216K Buy
+644
New +$193K ﹤0.01% 610

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Forum Financial Management's ERIE Position: Q3 2025 in Review

Forum Financial Management sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 635 shares — an estimated $220K sold.

Forum Financial Management first reported a position in ERIE in Q4 2023 and held it in 6 quarters. The position peaked at $349K in Q3 2024. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Forum Financial Management reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 635 Erie Indemnity shares in Q3 2025, an estimated $220K.
  • Forum Financial Management first reported a position in Erie Indemnity in Q4 2023 and held it in 6 quarters.
  • Forum Financial Management's Erie Indemnity position peaked at $349K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.