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Shell Asset Management’s Erie Indemnity ERIE Stock Holding History

Shell Asset 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 		$33K Sell
105
-36
-26% -$12.4K ﹤0.01% 969
2025
Q2 		$49K Buy
141
+57
+68% +$21.1K ﹤0.01% 1149
2025
Q1 		$35K Hold
84
– – ﹤0.01% 1199
2024
Q4 		$35K Sell
84
-53
-39% -$23.7K ﹤0.01% 1208
2024
Q3 		$74K Buy
+137
New +$62.4K ﹤0.01% 1114
2024
Q1 		$50K Hold
137
– – ﹤0.01% 1156
2023
Q4 		$46K Sell
137
-777
-85% -$233K ﹤0.01% 1177
2023
Q3 		$269K Sell
914
-112
-11% -$29K 0.01% 797
2023
Q2 		$215K Hold
1,026
– – 0.01% 897
2023
Q1 		$238K Hold
1,026
– – 0.01% 871
2022
Q4 		$255K Sell
1,026
-66
-6% -$17K 0.01% 850
2022
Q3 		$243K Hold
1,092
– – 0.01% 933
2022
Q2 		$210K Sell
1,092
-1,216
-53% -$211K 0.01% 1104
2022
Q1 		$407K Hold
2,308
– – 0.01% 909
2021
Q4 		$445K Sell
2,308
-3,992
-63% -$802K 0.01% 955
2021
Q3 		$1.12M Sell
6,300
-3,474
-36% -$628K 0.03% 471
2021
Q2 		$1.89M Buy
9,774
+5,750
+143% +$1.19M 0.04% 371
2021
Q1 		$889K Sell
4,024
-6,184
-61% -$1.5M 0.02% 580
2020
Q4 		$2.51M Sell
10,208
-1,550
-13% -$362K 0.05% 351
2020
Q3 		$2.47M Buy
11,758
+183
+2% +$38.4K 0.06% 301
2020
Q2 		$2.22M Buy
11,575
+7,928
+217% +$1.4M 0.06% 300
2020
Q1 		$541K Sell
3,647
-289
-7% -$46.6K 0.02% 634
2019
Q4 		$653K Sell
3,936
-724
-16% -$128K 0.01% 748
2019
Q3 		$865K Sell
4,660
-687
-13% -$156K 0.02% 603
2019
Q2 		$1.36M Buy
+5,347
New +$1.11M 0.03% 450

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

Shell Asset Management's ERIE Position: Q3 2025 in Review

Shell Asset Management reduced its Erie Indemnity (ERIE) stake by 26% in Q3 2025, selling an estimated $12.4K and leaving 105 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Shell Asset Management first reported a position in ERIE in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.51M in Q4 2020. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Shell Asset Management held 105 shares of Erie Indemnity worth $33K as of Q3 2025.
  • Shell Asset Management sold 36 Erie Indemnity shares in Q3 2025, an estimated $12.4K.
  • Erie Indemnity made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #969 holding.
  • Shell Asset Management first reported a position in Erie Indemnity in Q2 2019 and has held it in 25 quarters since.
  • Shell Asset Management's Erie Indemnity position peaked at $2.51M in Q4 2020.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.