Versor Investments’s Erie Indemnity ERIE Stock Holding History

Versor Investments’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	-1,027	Closed	-$327K	–	653
2025 Q3	$327K	Buy	1,027 +74	+8%	+$25.6K	0.06%	466
2025 Q2	$330K	Buy	953 +474	+99%	+$176K	0.06%	513
2025 Q1	$201K	Buy	+479	New	+$195K	0.03%	657
2024 Q3	–	Sell	-600	Closed	-$217K	–	826
2024 Q2	$217K	Buy	+600	New	+$228K	0.04%	637
2023 Q3	–	Sell	-3,082	Closed	-$647K	–	715
2023 Q2	$647K	Sell	3,082 -626	-17%	-$140K	0.11%	184
2023 Q1	$859K	Buy	+3,708	New	+$887K	0.11%	151
2022 Q3	–	Sell	-6,144	Closed	-$1.18M	–	837
2022 Q2	$1.18M	Buy	6,144 +1,826	+42%	+$318K	0.05%	195
2022 Q1	$761K	Buy	4,318 +509	+13%	+$91.4K	0.03%	199
2021 Q4	$734K	Buy	+3,809	New	+$765K	0.02%	170

Other funds holding ERIE

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Versor Investments's ERIE Position: Q4 2025 in Review

Versor Investments sold out of Erie Indemnity (ERIE) in Q4 2025, closing a stake of 1,027 shares — an estimated $327K sold.

Versor Investments first reported a position in ERIE in Q4 2021 and held it in 9 quarters. The position peaked at $1.18M in Q2 2022. 423 funds tracked by Wall St. Rank hold ERIE as of Q4 2025.

Versor Investments reported no remaining Erie Indemnity position as of Q4 2025 after selling out during the quarter.
Versor Investments sold 1,027 Erie Indemnity shares in Q4 2025, an estimated $327K.
Versor Investments first reported a position in Erie Indemnity in Q4 2021 and held it in 9 quarters.
Versor Investments's Erie Indemnity position peaked at $1.18M in Q2 2022.
423 funds tracked by Wall St. Rank held Erie Indemnity as of Q4 2025.

Based on Versor Investments's 13F filing for Q4 2025, filed 4 Feb 2026.