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Hemington Wealth Management’s Erie Indemnity ERIE Stock Holding History

Hemington Wealth 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 		$2K Sell
9
-9
-50% -$3.11K ﹤0.01% 1327
2025
Q2 		$6K Sell
18
-7
-28% -$2.6K ﹤0.01% 1035
2025
Q1 		$10K Buy
25
+8
+47% +$3.27K ﹤0.01% 811
2024
Q4 		$7K Buy
17
+2
+13% +$895 ﹤0.01% 888
2024
Q3 		$6K Buy
+15
New +$6.83K ﹤0.01% 866

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
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

Hemington Wealth Management's ERIE Position: Q3 2025 in Review

Hemington Wealth Management reduced its Erie Indemnity (ERIE) stake by 50% in Q3 2025, selling an estimated $3.11K and leaving 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Hemington Wealth Management first reported a position in ERIE in Q3 2024 and has held it in 5 quarters since. The position peaked at $10K in Q1 2025. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Hemington Wealth Management held 9 shares of Erie Indemnity worth $2K as of Q3 2025.
  • Hemington Wealth Management sold 9 Erie Indemnity shares in Q3 2025, an estimated $3.11K.
  • Erie Indemnity made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1327 holding.
  • Hemington Wealth Management first reported a position in Erie Indemnity in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Erie Indemnity position peaked at $10K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

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