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MBB Public Markets’s Erie Indemnity ERIE Stock Holding History

MBB Public Markets’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
-632
Closed -$219K – 188
2025
Q2 		$219K Sell
632
-141
-18% -$52.3K 0.02% 476
2025
Q1 		$324K Buy
+773
New +$315K 0.04% 174
2024
Q4 		– Sell
-588
Closed -$317K – 244
2024
Q3 		$317K Sell
588
-1,247
-68% -$568K 0.02% 378
2024
Q2 		$665K Buy
+1,835
New +$697K 0.01% 604

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $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
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

MBB Public Markets's ERIE Position: Q3 2025 in Review

MBB Public Markets sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 632 shares — an estimated $219K sold.

MBB Public Markets first reported a position in ERIE in Q2 2024 and held it in 4 quarters. The position peaked at $665K in Q2 2024. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • MBB Public Markets reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 632 Erie Indemnity shares in Q3 2025, an estimated $219K.
  • MBB Public Markets first reported a position in Erie Indemnity in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's Erie Indemnity position peaked at $665K in Q2 2024.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.