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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, Q4 2021

Institutional positions in Erie Indemnity Co as of Dec 31, 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
247
+23 vs. Q3 2021
Shares held
17.0M
+103.9K (+0.6%) vs. Q3 2021
Total value
$3.28B
+$261.5M (+8.7%) vs. Q3 2021
New holders
43
71 more added
Sold out
20
94 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 247 institutions
Q1 2021: 230 institutionsQ2 2021: 215 institutionsQ3 2021: 226 institutionsQ4 2021: 247 institutionsQ1 2022: 249 institutionsQ2 2022: 239 institutionsQ3 2022: 248 institutionsQ4 2022: 286 institutionsQ1 2023: 269 institutionsQ2 2023: 279 institutionsQ3 2023: 303 institutionsQ4 2023: 298 institutionsQ1 2024: 317 institutionsQ2 2024: 310 institutionsQ3 2024: 371 institutionsQ4 2024: 398 institutionsQ1 2025: 414 institutionsQ2 2025: 412 institutionsQ3 2025: 420 institutionsQ4 2025: 423 institutionsQ1 2026: 403 institutionsQ2 2026: 441 institutions
Value heldQ4 2021: $3.28B
Q1 2021: $3.73BQ2 2021: $3.26BQ3 2021: $3.01BQ4 2021: $3.28BQ1 2022: $2.93BQ2 2022: $3.16BQ3 2022: $3.67BQ4 2022: $4.09BQ1 2023: $11.6BQ2 2023: $3.36BQ3 2023: $4.97BQ4 2023: $5.60BQ1 2024: $6.77BQ2 2024: $6.06BQ3 2024: $9.05BQ4 2024: $7.12BQ1 2025: $8.32BQ2 2025: $7.03BQ3 2025: $6.56BQ4 2025: $5.97BQ1 2026: $5.02BQ2 2026: $5.01B
Institutions holding ERIE and their total value by quarter
QuarterHoldersValue
Q2 2026441$5.01B
Q1 2026403$5.02B
Q4 2025423$5.97B
Q3 2025420$6.56B
Q2 2025412$7.03B
Q1 2025414$8.32B
Q4 2024398$7.12B
Q3 2024371$9.05B
Q2 2024310$6.06B
Q1 2024317$6.77B
Q4 2023298$5.60B
Q3 2023303$4.97B
Q2 2023279$3.36B
Q1 2023269$11.6B
Q4 2022286$4.09B
Q3 2022248$3.67B
Q2 2022239$3.16B
Q1 2022249$2.93B
Q4 2021247$3.28B
Q3 2021226$3.01B
Q2 2021215$3.26B
Q1 2021230$3.73B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2021.

Institutions holding ERIE in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank Julius Baer & Co. Ltd, Zurich864$166.0K0.00%+52+6.4%Added
Tower Research Capital LLC (TRC)682$131.0K0.00%−1,321−66.0%Reduced
CNB Bank672$129.0K0.07%00.0%Unchanged
Federation des caisses Desjardins du Quebec603$116.1K0.00%−68−10.1%Reduced
Sandy Spring Bank600$116.0K0.01%00.0%Unchanged
American International Group, Inc.413$80.0K0.00%−14−3.3%Reduced
Gladius Capital Management LP412$80.0K0.03%+412New
Banque Cantonale Vaudoise400$77.0K0.00%00.0%Unchanged
Covestor Ltd328$63.0K0.09%+328New
Quadrant Capital Group LLC316$61.0K0.01%−15−4.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt300$58.0K0.00%00.0%Unchanged
Captrust Financial Advisors294$57.0K0.00%−17−5.5%Reduced
STRS Ohio288$55.0K0.00%00.0%Unchanged
Parallel Advisors, LLC270$52.0K0.00%−14−4.9%Reduced
American Portfolios Advisors188$36.2K0.00%00.0%Unchanged
Signaturefd, LLC185$36.0K0.00%+8+4.5%Added
JJJ Advisors Inc.152$29.0K0.01%+32+26.7%Added
Simplex Trading, LLC147$28.0K0.00%+147New
Point72 Hong Kong Ltd143$28.0K0.00%+143New
Healthcare of Ontario Pension Plan Trust Fund129$25.0K0.00%−846−86.8%Reduced
Alpha Paradigm Partners, LLC112$22.0K0.01%+112New
Group One Trading, L.P.100$19.0K0.00%+100New
State of Wyoming90$17.0K0.01%+90New
National Bank of Canada79$15.0K0.00%+79New
Whittier Trust Co50$10.0K0.00%+50New
Allworth Financial LP45$9.00K0.00%+45New
JFS Wealth Advisors, LLC39$8.00K0.00%+9+30.0%Added
Meeder Asset Management Inc41$8.00K0.00%+30+272.7%Added
Versant Capital Management, Inc24$5.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.24$5.00K0.00%00.0%Unchanged
Denali Advisors LLC15$3.00K0.00%−12−44.4%Reduced
Zions Bancorporation, N.A.15$3.00K0.00%−15−50.0%Reduced
Bell Investment Advisors, Inc13$3.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC17$3.00K0.00%+17New
Kozak & Associates, Inc.9$2.00K0.00%00.0%Unchanged
Manchester Capital Management LLC9$2.00K0.00%+4+80.0%Added
Umb Bank N A11$2.00K0.00%+11New
Standard Family Office LLC9$2.00K0.02%+9New
Schubert & Co9$2.00K0.00%+9New
Massmutual Trust Co FSB4$1.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust7$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC7$1.00K0.00%00.0%Unchanged
Quent Capital, LLC5$1.00K0.00%+5New
Lindbrook Capital, LLC2$00.00%−1−33.3%Reduced
FMR LLC1$00.00%00.0%Unchanged
Earnest Partners LLC2$00.00%00.0%Unchanged
CWM, LLC1$00.00%+1New
HRT Financial LP0$00.00%−13,785−100.0%Sold out
Schroder Investment Management Group0$00.00%−12,557−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,364−100.0%Sold out
Janus Henderson Group PLC0$00.00%−11,258−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,313−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−4,875−100.0%Sold out
Summit Global Investments0$00.00%−4,800−100.0%Sold out
Korea Investment CORP0$00.00%−4,700−100.0%Sold out
Verition Fund Management LLC0$00.00%−4,322−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,867−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,995−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−2,148−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,625−100.0%Sold out
J. W. Coons Advisors, LLC0$00.00%−1,455−100.0%Sold out
Brown Advisory Securities, LLC0$00.00%−1,411−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,133−100.0%Sold out
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH0$00.00%−701−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−162−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−54−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−2−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Berman Capital Advisors, LLC––––Not filed