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 $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

InceptionR's ERIE Position: Q3 2025 in Review

InceptionR sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 2,978 shares — an estimated $1.03M sold.

InceptionR first reported a position in ERIE in Q1 2023 and held it in 8 quarters. The position peaked at $1.39M in Q1 2025. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • InceptionR reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 2,978 Erie Indemnity shares in Q3 2025, an estimated $1.03M.
  • InceptionR first reported a position in Erie Indemnity in Q1 2023 and held it in 8 quarters.
  • InceptionR's Erie Indemnity position peaked at $1.39M in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.