KIM
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
-843
Closed -$332K – 610
2025
Q2 		$332K Buy
843
+294
+54% +$109K 0.01% 425
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

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

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 843 shares — an estimated $332K 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. 420 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 843 Erie Indemnity shares in Q3 2025, an estimated $332K.
  • 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.
  • 420 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.