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ORG Partners’s Erie Indemnity ERIE Stock Holding History

ORG 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 		$91.1K Buy
318
+17
+6% +$5.07K 0.02% 478
2025
Q3 		$95.7K Sell
301
-13
-4% -$4.49K 0.02% 473
2025
Q2 		$111K Buy
314
+35
+13% +$13K 0.02% 414
2025
Q1 		$37K Buy
279
+189
+210% +$77.1K 0.01% 549
2024
Q4 		$37.1K Buy
+90
New +$40.3K 0.01% 621

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

ORG Partners's ERIE Position: Q4 2025 in Review

ORG Partners increased its Erie Indemnity (ERIE) stake by 5.6% in Q4 2025, buying an estimated $5.07K and bringing the position to 318 shares worth $91.1K. The position accounts for 0.02% of the portfolio, ranked #478.

ORG Partners first reported a position in ERIE in Q4 2024 and has held it in 5 quarters since. The position peaked at $111K in Q2 2025. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

  • ORG Partners held 318 shares of Erie Indemnity worth $91.1K as of Q4 2025.
  • ORG Partners bought 17 Erie Indemnity shares in Q4 2025, an estimated $5.07K.
  • Erie Indemnity made up 0.02% of ORG Partners's portfolio in Q4 2025, its #478 holding.
  • ORG Partners first reported a position in Erie Indemnity in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Erie Indemnity position peaked at $111K in Q2 2025.
  • 423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.