ERIE β€” ERIE INDTY CO CL A

Ownership history in Aspect Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported ERIE INDTY CO CL A (ERIE) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows ERIE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ERIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in ERIE INDTY CO CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ERIE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aspect Partners, LLC held ERIE β€” position size vs. price
% of Fund (quarterly)    ERIE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6 +1 +20.0% 0.00% $2K 2026-05-15 (Est.) $249.51
2025 Q4 UNCHANGED 5 β€” 0% 0.00% $1K 2026-01-23 $275.85
2025 Q3 INITIATED 5 β€” β€” 0.00% $2K 2025-11-06 $280.12

🏒 Other funds also holding ERIE

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01%

FAQ About Aspect Partners, LLC and ERIE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aspect Partners, LLC reported owning ERIE?

Aspect Partners, LLC reported ERIE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ERIE position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for ERIE was 0.00% in 2025 Q3.

What is the latest reported ERIE position on this page?

The most recent filing on this page is 2026 Q1, when Aspect Partners, LLC reported 6 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this ERIE ownership page compare?

The chart compares Aspect Partners, LLC's quarterly ERIE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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