KeyBank National Association’s Erie Indemnity ERIE Stock Holding History

KeyBank National Association’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 Q2	–	Sell	-510	Closed	-$214K	–	1172
2025 Q1	$214K	Sell	510 -1,465	-74%	-$598K	﹤0.01%	1080
2024 Q4	$814K	Buy	1,975 +86	+5%	+$38.5K	﹤0.01%	614
2024 Q3	$1.02M	Hold	1,889	–	–	﹤0.01%	563
2024 Q2	$685K	Hold	1,889	–	–	﹤0.01%	633
2024 Q1	$759K	Sell	1,889 -125	-6%	-$46K	﹤0.01%	612
2023 Q4	$675K	Hold	2,014	–	–	﹤0.01%	638
2023 Q3	$592K	Hold	2,014	–	–	﹤0.01%	628
2023 Q2	$423K	Hold	2,014	–	–	﹤0.01%	766
2023 Q1	$467K	Hold	2,014	–	–	﹤0.01%	727
2022 Q4	$501K	Buy	2,014 +454	+29%	+$117K	﹤0.01%	694
2022 Q3	$347K	Hold	1,560	–	–	﹤0.01%	788
2022 Q2	$300K	Buy	1,560 +10	+0.6%	+$1.74K	﹤0.01%	880
2022 Q1	$273K	Hold	1,550	–	–	﹤0.01%	944
2021 Q4	$299K	Hold	1,550	–	–	﹤0.01%	943
2021 Q3	$277K	Hold	1,550	–	–	﹤0.01%	960
2021 Q2	$300K	Hold	1,550	–	–	﹤0.01%	942
2021 Q1	$342K	Hold	1,550	–	–	﹤0.01%	891
2020 Q4	$381K	Hold	1,550	–	–	﹤0.01%	839
2020 Q3	$326K	Sell	1,550 -100	-6%	-$21K	﹤0.01%	816
2020 Q2	$317K	Hold	1,650	–	–	﹤0.01%	796
2020 Q1	$245K	Hold	1,650	–	–	﹤0.01%	811
2019 Q4	$274K	Hold	1,650	–	–	﹤0.01%	888
2019 Q3	$306K	Hold	1,650	–	–	﹤0.01%	831
2019 Q2	$420K	Hold	1,650	–	–	﹤0.01%	785
2019 Q1	$295K	Hold	1,650	–	–	﹤0.01%	825
2018 Q4	$220K	Hold	1,650	–	–	﹤0.01%	870
2018 Q3	$210K	Buy	+1,650	New	+$205K	﹤0.01%	996
2018 Q1	–	Sell	-1,650	Closed	-$201K	–	1062
2017 Q4	$201K	Buy	+1,650	New	+$200K	﹤0.01%	988
2017 Q3	–	Sell	-1,650	Closed	-$206K	–	1106
2017 Q2	$206K	Hold	1,650	–	–	﹤0.01%	1052
2017 Q1	$202K	Buy	+1,650	New	+$192K	﹤0.01%	1086

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association's ERIE Position: Q2 2025 in Review

KeyBank National Association sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 510 shares — an estimated $214K sold.

KeyBank National Association first reported a position in ERIE in Q1 2017 and held it in 30 quarters. The position peaked at $1.02M in Q3 2024. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

KeyBank National Association reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
KeyBank National Association sold 510 Erie Indemnity shares in Q2 2025, an estimated $214K.
KeyBank National Association first reported a position in Erie Indemnity in Q1 2017 and held it in 30 quarters.
KeyBank National Association's Erie Indemnity position peaked at $1.02M in Q3 2024.
411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on KeyBank National Association's 13F filing for Q2 2025, filed 4 Aug 2025.