I
ERIE icon

InceptionR’s Erie Indemnity ERIE Stock Holding History

InceptionR’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
-2,978
Closed -$1.03M – 756
2025
Q2 		$1.03M Sell
2,978
-348
-10% -$129K 0.24% 144
2025
Q1 		$1.39M Buy
3,326
+1,588
+91% +$648K 0.42% 45
2024
Q4 		$716K Buy
1,738
+224
+15% +$100K 0.16% 244
2024
Q3 		$817K Buy
1,514
+399
+36% +$182K 0.2% 189
2024
Q2 		$404K Buy
+1,115
New +$424K 0.11% 342
2023
Q4 		– Sell
-1,918
Closed -$563K – 407
2023
Q3 		$563K Buy
1,918
+85
+5% +$22K 0.32% 119
2023
Q2 		$385K Buy
1,833
+111
+6% +$24.8K 0.21% 210
2023
Q1 		$399K Buy
+1,722
New +$412K 0.13% 299

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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