Kovitz Investment Group Partners
ERIE icon

Kovitz Investment Group Partners’s Erie Indemnity ERIE Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-84,154
Closed -$26.8M – 716
2025
Q3 		$26.8M Buy
84,154
+31,358
+59% +$10.8M 0.1% 180
2025
Q2 		$18.3M Sell
52,796
-22
-0% -$8.16K 0.08% 210
2025
Q1 		$22.1M Sell
52,818
-14
-0% -$5.71K 0.11% 157
2024
Q4 		$21.8M Buy
+52,832
New +$23.6M 0.11% 163

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CAM
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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Kovitz Investment Group Partners's ERIE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 84,154 shares — an estimated $26.8M sold.

Kovitz Investment Group Partners first reported a position in ERIE in Q4 2024 and held it in 4 quarters. The position peaked at $26.8M in Q3 2025. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 84,154 Erie Indemnity shares in Q4 2025, an estimated $26.8M.
  • Kovitz Investment Group Partners first reported a position in Erie Indemnity in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Erie Indemnity position peaked at $26.8M in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.