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Wilmington Savings Fund Society’s Erie Indemnity ERIE Stock Holding History

Wilmington Savings Fund Society’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
-24
Closed -$8.32K – 1572
2025
Q2 		$8.32K Buy
24
+10
+71% +$3.71K ﹤0.01% 1669
2025
Q1 		$5.87K Buy
+14
New +$5.71K ﹤0.01% 1753

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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

Wilmington Savings Fund Society's ERIE Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Erie Indemnity (ERIE) in Q3 2025, closing a stake of 24 shares — an estimated $8.32K sold.

Wilmington Savings Fund Society first reported a position in ERIE in Q1 2025 and held it in 2 quarters. The position peaked at $8.32K in Q2 2025. 420 funds tracked by Wall St. Rank hold ERIE as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Erie Indemnity position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 24 Erie Indemnity shares in Q3 2025, an estimated $8.32K.
  • Wilmington Savings Fund Society first reported a position in Erie Indemnity in Q1 2025 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Erie Indemnity position peaked at $8.32K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.