Kestra Investment Management
ERIE icon

Kestra Investment Management’s Erie Indemnity ERIE Stock Holding History

Kestra Investment 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 		– Sell
-294
Closed -$102K – 524
2025
Q2 		$102K Sell
294
-255
-46% -$94.6K ﹤0.01% 457
2025
Q1 		$230K Sell
549
-717
-57% -$293K 0.01% 361
2024
Q4 		$522K Sell
1,266
-1,195
-49% -$535K 0.02% 219
2024
Q3 		$1.33M Buy
+2,461
New +$1.12M 0.06% 100

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Cresset Asset Management
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 $3.38T AUM 44.17% 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

Kestra Investment Management's ERIE Position: Q3 2025 in Review

Kestra Investment Management sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 294 shares — an estimated $102K sold.

Kestra Investment Management first reported a position in ERIE in Q3 2024 and held it in 4 quarters. The position peaked at $1.33M in Q3 2024. 421 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Kestra Investment Management reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 294 Erie Indemnity shares in Q3 2025, an estimated $102K.
  • Kestra Investment Management first reported a position in Erie Indemnity in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Erie Indemnity position peaked at $1.33M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.