GWCM
ERIE icon

Godshalk Welsh Capital Management’s Erie Indemnity ERIE Stock Holding History

Godshalk Welsh 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
Q2 		– Sell
-500
Closed -$210K – 133
2025
Q1 		$210K Hold
500
– – 0.14% 117
2024
Q4 		$206K Hold
500
– – 0.13% 118
2024
Q3 		$270K Buy
+500
New +$228K 0.17% 108
2024
Q2 		– Sell
-500
Closed -$201K – 122
2024
Q1 		$201K Buy
+500
New +$184K 0.13% 121
2015
Q1 		– Sell
-300
Closed -$27K – 172
2014
Q4 		$27K Buy
+300
New +$25.6K 0.02% 230

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

Godshalk Welsh Capital Management's ERIE Position: Q2 2025 in Review

Godshalk Welsh Capital Management sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 500 shares — an estimated $210K sold.

Godshalk Welsh Capital Management first reported a position in ERIE in Q4 2014 and held it in 5 quarters. The position peaked at $270K in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Godshalk Welsh Capital Management reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 500 Erie Indemnity shares in Q2 2025, an estimated $210K.
  • Godshalk Welsh Capital Management first reported a position in Erie Indemnity in Q4 2014 and held it in 5 quarters.
  • Godshalk Welsh Capital Management's Erie Indemnity position peaked at $270K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.