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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, Q3 2023

Institutional positions in Erie Indemnity Co as of Sep 30, 2023. 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
303
+25 vs. Q2 2023
Shares held
16.9M
−532.2K (−3.1%) vs. Q2 2023
Total value
$4.97B
+$1.62B (+48.1%) vs. Q2 2023
New holders
71
80 more added
Sold out
46
114 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 303 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 heldQ3 2023: $4.97B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q2 2023.

Institutions holding ERIE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Daiwa Securities Group Inc.1,519$446.0K0.00%00.0%Unchanged
Neuberger Berman Group LLC1,554$456.6K0.00%−8−0.5%Reduced
Schonfeld Strategic Advisors LLC1,561$458.6K0.00%−3,751−70.6%Reduced
Virtu Financial LLC1,662$488.0K0.05%+261+18.6%Added
Commonwealth Equity Services, LLC1,716$504.0K0.00%+21+1.2%Added
Cambridge Investment Research Advisors, Inc.1,735$510.0K0.00%+6+0.3%Added
Captrust Financial Advisors1,742$511.9K0.00%+94+5.7%Added
Janus Henderson Group PLC1,773$521.3K0.00%−159−8.2%Reduced
O'Shaughnessy Asset Management, LLC1,829$537.3K0.01%+1,829New
Wellington Management Group LLP1,865$547.9K0.00%+1,865New
Guggenheim Capital LLC1,903$559.1K0.00%+1,903New
Inceptionr LLC1,918$563.5K0.32%+85+4.6%Added
FMR LLC1,975$580.1K0.00%+99+5.3%Added
Crossmark Global Holdings, Inc.1,930$587.0K0.01%+1,930New
Keybank National Association2,014$591.7K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC2,025$594.9K0.02%+1,303+180.5%Added
Pacer Advisors, Inc.2,100$617.0K0.00%+2,100New
Mariner, LLC2,104$618.2K0.00%+16+0.8%Added
Securian Asset Management, Inc2,112$620.5K0.02%+2,112New
Xponance, Inc.2,127$624.9K0.01%+2,127New
Prudential PLC2,173$638.4K0.01%−195−8.2%Reduced
Nordea Investment Management AB2,133$638.8K0.00%−113−5.0%Reduced
Laraway Financial Inc2,190$643.4K0.67%00.0%Unchanged
CNB Bank2,205$647.8K0.38%00.0%Unchanged
Fiera Capital Corp2,229$654.9K0.00%+60+2.8%Added
Janney Montgomery Scott LLC2,261$664.0K0.00%−103−4.4%Reduced
British Columbia Investment Management Corp2,295$674.2K0.01%+58+2.6%Added
Bank of Nova Scotia2,330$684.5K0.00%−229−8.9%Reduced
Alaska Permanent Fund Corp2,341$687.8K0.01%−582−19.9%Reduced
BCJ Capital Management, LLC2,359$693.1K0.06%−715−23.3%Reduced
KBC Group NV2,393$703.0K0.00%−948−28.4%Reduced
Gulf International Bank (UK) Ltd2,442$717.0K0.02%−199−7.5%Reduced
TD Asset Management Inc2,473$726.5K0.00%+840+51.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,528$743.0K0.00%−88−3.4%Reduced
Pennsylvania Capital Management Inc2,550$749.2K0.31%00.0%Unchanged
Tower Research Capital LLC (TRC)2,559$751.8K0.02%+180+7.6%Added
Macquarie Group Ltd2,604$765.0K0.00%+144+5.9%Added
Mirabella Financial Services LLP2,660$781.5K0.11%−16,690−86.3%Reduced
Huntington National Bank2,710$796.2K0.01%00.0%Unchanged
Citadel Advisors LLC2,715$797.6K0.00%−7,023−72.1%Reduced
B. Metzler seel. Sohn & Co. AG2,734$803.2K0.01%+2,734New
Federated Hermes, Inc.2,745$806.5K0.00%+2,745New
Formidable Asset Management, LLC2,771$814.1K0.18%−1,000−26.5%Reduced
Millennium Management LLC2,814$826.7K0.00%−195,075−98.6%Reduced
JustInvest LLC2,839$834.1K0.02%+204+7.7%Added
Nissay Asset Management Corp2,933$861.7K0.01%+67+2.3%Added
Econ Financial Services Corp2,934$862.1K0.63%−552−15.8%Reduced
DekaBank Deutsche Girozentrale2,934$863.0K0.00%+41+1.4%Added
State of Alaska, Department of Revenue2,955$868.0K0.01%+2,955New
Sumitomo Mitsui DS Asset Management Company, Ltd2,998$880.8K0.01%−6−0.2%Reduced
Courier Capital LLC3,000$881.4K0.07%00.0%Unchanged
Public Sector Pension Investment Board3,165$929.8K0.01%00.0%Unchanged
TrimTabs Asset Management, LLC3,222$946.6K0.50%−90−2.7%Reduced
Meiji Yasuda Asset Management Co Ltd.3,281$963.9K0.05%+2,160+192.7%Added
Campbell & CO Investment Adviser LLC3,284$964.8K0.12%+3,284New
Two Sigma Securities, LLC3,287$965.7K0.04%+3,287New
Toroso Investments, LLC3,338$980.7K0.03%−965−22.4%Reduced
Wells Fargo & Company3,357$986.1K0.00%−1,017−23.3%Reduced
Quantbot Technologies LP3,521$1.03M0.07%+3,521New
Arden Trust Co3,538$1.04M0.17%+3,538New
Public Employees Retirement Association of Colorado3,590$1.05M0.01%−99−2.7%Reduced
Vestcor Inc3,702$1.09M0.04%+888+31.6%Added
Van Eck Associates Corp3,753$1.10M0.00%+125+3.4%Added
Korea Investment CORP3,809$1.12M0.00%−1,314−25.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,845$1.13M0.00%+315+8.9%Added
Blair William & Co3,898$1.15M0.00%+150+4.0%Added
National Bank of Canada3,989$1.16M0.00%−5,001−55.6%Reduced
Handelsbanken Fonder AB3,965$1.17M0.01%00.0%Unchanged
Advisor Partners II, LLC4,015$1.18M0.05%+4,015New
Culbertson A N & Co Inc4,144$1.22M0.24%00.0%Unchanged
Bank of Montreal4,232$1.22M0.00%−48,572−92.0%Reduced
SG Americas Securities, LLC4,173$1.23M0.02%+4,173New
Tredje AP-fonden4,196$1.23M0.02%−451−9.7%Reduced
Investment Management Corp of Ontario4,201$1.23M0.05%+1,273+43.5%Added
Balyasny Asset Management LLC4,303$1.26M0.00%−15,331−78.1%Reduced
Panagora Asset Management Inc4,365$1.28M0.01%00.0%Unchanged
Ostrum Asset Management4,460$1.31M0.12%−31−0.7%Reduced
McMahon Financial Advisors, LLC4,479$1.32M0.41%00.0%Unchanged
Rodgers Brothers Inc.4,615$1.36M0.23%+75+1.7%Added
Illinois Municipal Retirement Fund4,832$1.42M0.03%00.0%Unchanged
Storebrand Asset Management AS4,948$1.45M0.01%+1,210+32.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,051$1.48M0.01%+5,051New
Skandinaviska Enskilda Banken AB (publ)5,055$1.49M0.01%−21−0.4%Reduced
New Mexico Educational Retirement Board5,100$1.50M0.06%+5,100New
Estate Counselors, LLC5,270$1.55M0.21%−20−0.4%Reduced
Northwestern Mutual Investment Management Company, LLC5,532$1.63M0.04%+5,532New
Kestra Advisory Services, LLC5,554$1.63M0.02%+773+16.2%Added
Ameritas Investment Partners, Inc.5,594$1.64M0.07%+5,594New
Nomura Asset Management Co Ltd5,630$1.65M0.01%−220−3.8%Reduced
IFM Investors Pty Ltd5,786$1.70M0.02%00.0%Unchanged
Toronto Dominion Bank5,842$1.72M0.00%−1,246−17.6%Reduced
Thrivent Financial for Lutherans6,245$1.83M0.00%−8,784−58.4%Reduced
State of Michigan Retirement System6,432$1.89M0.01%+6,432New
Donaldson Capital Management, LLC6,639$1.95M0.09%−2,812−29.8%Reduced
SEI Investments Co6,689$1.97M0.00%−4,415−39.8%Reduced
Ontario Teachers Pension Plan Board6,709$1.97M0.02%−3,733−35.7%Reduced
Bank of America Corp6,862$2.02M0.00%−13,018−65.5%Reduced
Arizona State Retirement System6,930$2.04M0.02%−30.0%Reduced
American Century Companies Inc6,990$2.05M0.00%+2,514+56.2%Added
Edgestream Partners, L.P.7,028$2.06M0.16%+7,028New