JIC
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Johnson Investment Counsel’s Erie Indemnity ERIE Stock Holding History

Johnson Investment Counsel’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
-700
Closed -$243K – 841
2025
Q2 		$243K Hold
700
– – ﹤0.01% 722
2025
Q1 		$293K Hold
700
– – ﹤0.01% 649
2024
Q4 		$289K Hold
700
– – ﹤0.01% 660
2024
Q3 		$378K Hold
700
– – ﹤0.01% 577
2024
Q2 		$254K Hold
700
– – ﹤0.01% 638
2024
Q1 		$281K Hold
700
– – ﹤0.01% 625
2023
Q4 		$234K Buy
+700
New +$210K ﹤0.01% 636
2021
Q1 		– Sell
-900
Closed -$221K – 607
2020
Q4 		$221K Buy
+900
New +$210K ﹤0.01% 552
2019
Q3 		– Sell
-900
Closed -$228K – 610
2019
Q2 		$228K Buy
+900
New +$186K ﹤0.01% 555

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 $5.7T 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