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Venturi Wealth Management’s Erie Indemnity ERIE Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-139
Closed -$57.3K – 952
2024
Q4 		$57.3K Buy
139
+128
+1,164% +$57.3K ﹤0.01% 975
2024
Q3 		$5.94K Hold
11
– – ﹤0.01% 1345
2024
Q2 		$3.99K Buy
+11
New +$4.18K ﹤0.01% 1267

Other funds holding ERIE

PNC Financial Services Group
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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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Venturi Wealth Management's ERIE Position: Q1 2025 in Review

Venturi Wealth Management sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 139 shares — an estimated $57.3K sold.

Venturi Wealth Management first reported a position in ERIE in Q2 2024 and held it in 3 quarters. The position peaked at $57.3K in Q4 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • Venturi Wealth Management reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 139 Erie Indemnity shares in Q1 2025, an estimated $57.3K.
  • Venturi Wealth Management first reported a position in Erie Indemnity in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Erie Indemnity position peaked at $57.3K in Q4 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.