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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson Investment Counsel's ERIE Position: Q3 2025 in Review

Johnson Investment Counsel sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 700 shares — an estimated $243K sold.

Johnson Investment Counsel first reported a position in ERIE in Q2 2019 and held it in 9 quarters. The position peaked at $378K in Q3 2024. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

Johnson Investment Counsel reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
Johnson Investment Counsel sold 700 Erie Indemnity shares in Q3 2025, an estimated $243K.
Johnson Investment Counsel first reported a position in Erie Indemnity in Q2 2019 and held it in 9 quarters.
Johnson Investment Counsel's Erie Indemnity position peaked at $378K in Q3 2024.
420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Johnson Investment Counsel's 13F filing for Q3 2025, filed 6 Nov 2025.