Erie Indemnity Co
ERIE- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000922621
No open-market purchases or sales by Erie Indemnity Co insiders were filed in the last 90 days; 441 institutions reported holding it in 13F filings for Q2 2026, worth $5.01B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Erie Indemnity Co as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 226
- +13 vs. Q2 2021
- Shares held
- 16.9M
- +59.6K (+0.4%) vs. Q2 2021
- Total value
- $3.01B
- −$240.3M (−7.4%) vs. Q2 2021
- New holders
- 32
- 73 more added
- Sold out
- 19
- 75 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ERIE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 441 | $5.01B |
| Q1 2026 | 403 | $5.02B |
| Q4 2025 | 423 | $5.97B |
| Q3 2025 | 420 | $6.56B |
| Q2 2025 | 412 | $7.03B |
| Q1 2025 | 414 | $8.32B |
| Q4 2024 | 398 | $7.12B |
| Q3 2024 | 371 | $9.05B |
| Q2 2024 | 310 | $6.06B |
| Q1 2024 | 317 | $6.77B |
| Q4 2023 | 298 | $5.60B |
| Q3 2023 | 303 | $4.97B |
| Q2 2023 | 279 | $3.36B |
| Q1 2023 | 269 | $11.6B |
| Q4 2022 | 286 | $4.09B |
| Q3 2022 | 248 | $3.67B |
| Q2 2022 | 239 | $3.16B |
| Q1 2022 | 249 | $2.93B |
| Q4 2021 | 247 | $3.28B |
| Q3 2021 | 226 | $3.01B |
| Q2 2021 | 215 | $3.26B |
| Q1 2021 | 230 | $3.73B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2 | $0 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Lindbrook Capital, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Meeder Asset Management Inc | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| Kozak & Associates, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 13 | $2.00K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 24 | $4.00K | 0.00% | −2−7.7% | Reduced |
| McCarthy Asset Management, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 30 | $5.00K | 0.00% | −8−21.1% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 27 | $5.00K | 0.00% | +14+107.7% | Added |
| O'Shaughnessy Asset Management, LLC | 54 | $10.0K | 0.00% | −26−32.5% | Reduced |
| Berman Capital Advisors, LLC | 75 | $12.0K | 0.00% | +49+188.5% | Added |
| JJJ Advisors Inc. | 120 | $21.0K | 0.01% | +101+531.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 162 | $28.0K | 0.00% | +162 | New |
| Signaturefd, LLC | 177 | $32.0K | 0.00% | +20+12.7% | Added |
| American Portfolios Advisors | 188 | $33.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 288 | $51.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 284 | $51.0K | 0.00% | +36+14.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $54.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 311 | $55.0K | 0.00% | +2+0.6% | Added |
| Quadrant Capital Group LLC | 331 | $59.0K | 0.01% | +120+56.9% | Added |
| Banque Cantonale Vaudoise | 400 | $72.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 427 | $76.0K | 0.00% | −37−8.0% | Reduced |
| Sandy Spring Bank | 600 | $107.0K | 0.01% | −400−40.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 671 | $119.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 672 | $120.0K | 0.07% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 701 | $125.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 812 | $145.0K | 0.00% | +5+0.6% | Added |
| US Bancorp | 880 | $157.0K | 0.00% | +134+18.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 975 | $174.0K | 0.00% | −12,198−92.6% | Reduced |
| Agf Investments Inc. | 1,000 | $178.0K | 0.00% | +30+3.1% | Added |
| Aigen Investment Management, LP | 1,133 | $202.0K | 0.04% | +1,133 | New |
| Engineers Gate Manager LP | 1,149 | $205.0K | 0.01% | −5,109−81.6% | Reduced |
| Daiwa Securities Group Inc. | 1,169 | $209.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,300 | $232.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,318 | $235.2K | 0.00% | −44−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,376 | $245.0K | 0.00% | −300−17.9% | Reduced |
| Brown Advisory Securities, LLC | 1,411 | $252.0K | 0.07% | +1,411 | New |
| Gotham Asset Management, LLC | 1,416 | $253.0K | 0.01% | +1,416 | New |
| American Century Companies Inc | 1,459 | $260.0K | 0.00% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,455 | $261.0K | 0.09% | −1,175−44.7% | Reduced |
| Nordea Investment Management AB | 1,480 | $263.0K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 1,488 | $265.0K | 0.24% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,550 | $277.0K | 0.00% | −4,085−72.5% | Reduced |
| Keybank National Association | 1,550 | $277.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,600 | $285.0K | 0.01% | −52−3.1% | Reduced |
| Hunter Associates Investment Management LLC | 1,600 | $285.0K | 0.09% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,625 | $290.0K | 0.02% | +1,625 | New |
| Achmea Investment Management B.V. | 1,647 | $294.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 1,679 | $300.0K | 0.02% | +1,679 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,700 | $303.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,705 | $304.0K | 0.00% | +1,705 | New |
| West Family Investments, Inc. | 1,728 | $308.0K | 0.08% | +1,728 | New |
| CIBC Asset Management Inc | 1,810 | $323.0K | 0.00% | +136+8.1% | Added |
| Man Group plc | 1,887 | $337.0K | 0.00% | −59−3.0% | Reduced |
| Gsa Capital Partners LLP | 1,915 | $342.0K | 0.03% | +1,915 | New |
| Stifel Financial Corp | 1,925 | $343.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,979 | $353.0K | 0.00% | +44+2.3% | Added |
| Tower Research Capital LLC (TRC) | 2,003 | $358.0K | 0.01% | −277−12.1% | Reduced |
| Maryland State Retirement & Pension System | 2,006 | $359.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,023 | $361.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,038 | $364.0K | 0.01% | −113−5.3% | Reduced |
| Westpac Banking Corp | 2,047 | $365.2K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,076 | $370.0K | 0.01% | −8−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 2,106 | $376.0K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,148 | $383.0K | 0.00% | −6,232−74.4% | Reduced |
| ProShare Advisors LLC | 2,157 | $385.0K | 0.00% | +25+1.2% | Added |
| Ameriprise Financial Inc | 2,187 | $390.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,237 | $399.0K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 2,346 | $419.0K | 0.08% | +2,346 | New |
| Janney Montgomery Scott LLC | 2,365 | $422.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 2,464 | $440.0K | 0.00% | −52−2.1% | Reduced |
| TD Asset Management Inc | 2,508 | $447.0K | 0.00% | −10−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 2,584 | $455.0K | 0.00% | +42+1.7% | Added |
| Van Eck Associates Corp | 2,674 | $477.0K | 0.00% | +229+9.4% | Added |
| Formidable Asset Management, LLC | 2,700 | $482.0K | 0.09% | +2,700 | New |
| Bank of Nova Scotia | 2,754 | $491.0K | 0.00% | +321+13.2% | Added |
| Ci Investments Inc. | 2,843 | $507.0K | 0.00% | +12+0.4% | Added |
| Marshall Wace North America L.P. | 2,865 | $510.0K | 0.00% | +2,865 | New |
| Pennsylvania Capital Management Inc | 2,550 | $516.0K | 0.23% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 2,957 | $526.0K | 0.01% | +238+8.8% | Added |
| Nisa Investment Advisors, LLC | 2,950 | $526.0K | 0.00% | +700+31.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,995 | $534.0K | 0.00% | −6,385−68.1% | Reduced |
| Courier Capital LLC | 3,000 | $535.0K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,103 | $552.0K | 0.02% | +3,103 | New |
| Fiera Capital Corp | 3,273 | $584.0K | 0.00% | +1,000+44.0% | Added |
| Nissay Asset Management Corp | 3,330 | $594.0K | 0.01% | −4,917−59.6% | Reduced |
| Oregon Public Employees Retirement Fund | 3,351 | $598.0K | 0.01% | −500−13.0% | Reduced |
| Gyon Technologies Capital Management, LP | 3,402 | $607.0K | 0.16% | −413−10.8% | Reduced |
| Susquehanna International Group, LLP | 3,419 | $610.0K | 0.00% | +693+25.4% | Added |
| AGF Investments LLC | 3,436 | $613.0K | 0.06% | +360+11.7% | Added |
| Toronto Dominion Bank | 3,584 | $640.0K | 0.00% | −47−1.3% | Reduced |
| Holocene Advisors, LP | 3,587 | $640.0K | 0.00% | +3,587 | New |
| Public Employees Retirement Association of Colorado | 3,689 | $658.0K | 0.00% | 00.0% | Unchanged |