ERIE β€” ERIE INDTY CO

Ownership history in Seneschal Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Seneschal Advisors, LLC reported ERIE INDTY CO (ERIE) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q1. The latest visible filing shows ERIE at 0.37% 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 Seneschal Advisors, LLC's position in ERIE INDTY CO, 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
2025 Q4

ERIE was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Seneschal Advisors, LLC held ERIE β€” position size vs. price
% of Fund (quarterly)    ERIE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,761 +40 +2.3% 0.37% $505K 2026-02-14 (Est.) $279.11
2025 Q3 ADDED 1,721 +1 +0.1% 0.40% $548K 2025-11-14 $285.09
2025 Q2 UNCHANGED 1,720 β€” 0% 0.47% $596K 2025-08-14 $364.59
2025 Q1 UNCHANGED 1,720 β€” 0% 0.62% $721K 2025-05-07 $358.10
2024 Q4 INITIATED 1,720 β€” β€” 0.59% $709K 2025-02-13 $386.01

🏒 Other funds also holding ERIE

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.01% Aspect Partners, LLC 0.0%

FAQ About Seneschal Advisors, 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 Seneschal Advisors, LLC reported owning ERIE?

Seneschal Advisors, LLC reported ERIE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ERIE position in Seneschal Advisors, LLC's portfolio?

The largest reported portfolio weight for ERIE was 0.62% in 2025 Q1.

What is the latest reported ERIE position on this page?

The most recent filing on this page is 2025 Q4, when Seneschal Advisors, LLC reported 1,761 shares, equal to 0.37% of portfolio, with an estimated market value of $505K.

What does the chart on this ERIE ownership page compare?

The chart compares Seneschal Advisors, 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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