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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 311 | $55.0K | 0.00% | +2+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $54.0K | 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 |
| American Portfolios Advisors | 188 | $33.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 177 | $32.0K | 0.00% | +20+12.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 162 | $28.0K | 0.00% | +162 | New |
| JJJ Advisors Inc. | 120 | $21.0K | 0.01% | +101+531.6% | Added |
| Berman Capital Advisors, LLC | 75 | $12.0K | 0.00% | +49+188.5% | Added |
| O'Shaughnessy Asset Management, LLC | 54 | $10.0K | 0.00% | −26−32.5% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −82,997−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −30,971−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,585−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,940−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,069−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |