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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 2023

Institutional positions in Erie Indemnity Co as of Dec 31, 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
298
−3 vs. Q3 2023
Shares held
16.7M
−140.1K (−0.8%) vs. Q3 2023
Total value
$5.60B
+$630.9M (+12.7%) vs. Q3 2023
New holders
33
101 more added
Sold out
36
117 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 298 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 2023: $5.60B
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 2023

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2023.

Institutions holding ERIE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
The PNC Financial Services Group, Inc.4,911,745$1.65B1.29%−260.0%Reduced
BlackRock Inc.2,488,707$833.5M0.02%−18,655−0.7%Reduced
Vanguard Group Inc2,476,858$829.5M0.02%+16,807+0.7%Added
Franklin Resources Inc810,911$271.6M0.13%+1,095+0.1%Added
State Street Corp713,496$239.0M0.01%+15,811+2.3%Added
Geode Capital Management, LLC418,448$140.4M0.01%+23,753+6.0%Added
UBS Asset Management Americas Inc302,768$101.4M0.04%−9,327−3.0%Reduced
Dimensional Fund Advisors LP225,246$75.4M0.02%−4,380−1.9%Reduced
First Trust Advisors LP218,339$73.1M0.08%−21,216−8.9%Reduced
Bank of New York Mellon Corp208,634$69.9M0.01%−37,069−15.1%Reduced
Northern Trust Corp173,725$58.2M0.01%−11,371−6.1%Reduced
APG Asset Management N.V.175,887$53.3M0.10%+2,250+1.3%Added
Invesco Ltd.151,453$50.7M0.01%+111,966+283.6%Added
Goldman Sachs Group Inc147,976$49.6M0.01%+49,374+50.1%Added
Atlantic Union Bankshares Corp146,552$49.1M4.55%−1,596−1.1%Reduced
Charles Schwab Investment Management Inc136,008$45.6M0.01%+3,013+2.3%Added
Morgan Stanley133,525$44.7M0.00%−29,893−18.3%Reduced
Legal & General Group Plc112,234$37.6M0.01%−8,021−6.7%Reduced
JPMorgan Chase & Co106,665$35.7M0.00%+4,018+3.9%Added
Principal Financial Group Inc97,319$32.6M0.02%−110−0.1%Reduced
Columbia Asset Management89,978$30.1M6.16%−8,476−8.6%Reduced
Truist Financial Corp88,725$29.7M0.05%−3,642−3.9%Reduced
Citigroup Inc81,096$27.2M0.04%+26,227+47.8%Added
Swiss National Bank79,220$26.5M0.02%−2,200−2.7%Reduced
Allegheny Financial Group LTD70,336$23.6M7.56%+70.0%Added
Sumitomo Mitsui Trust Holdings, Inc.67,435$22.6M0.02%−968−1.4%Reduced
Caisse de Depot Et Placement du Quebec65,018$21.8M0.06%−7,918−10.9%Reduced
Teachers Retirement System of the State of Kentucky63,029$21.1M0.20%−3,106−4.7%Reduced
Susquehanna International Group, LLP61,583$20.6M0.03%+10,927+21.6%Added
Credit Suisse AG60,637$20.3M0.02%−6,331−9.5%Reduced
Amundi58,933$19.3M0.01%−51,971−46.9%Reduced
Millennium Management LLC46,959$15.7M0.01%+44,145+1,568.8%Added
Susquehanna Portfolio Strategies, LLC46,578$15.6M0.28%+46,578New
Rhumbline Advisers45,929$15.4M0.02%−835−1.8%Reduced
Barclays PLC44,653$15.0M0.01%−41,993−48.5%Reduced
Erste Asset Management GmbH40,525$13.6M0.20%−12,200−23.1%Reduced
Mitsubishi UFJ Trust & Banking Corp39,854$13.3M0.03%−673−1.7%Reduced
Wedgewood Investors Inc37,883$12.7M15.79%00.0%Unchanged
California State Teachers Retirement System34,586$11.6M0.02%+1,531+4.6%Added
American International Group, Inc.33,486$11.2M0.05%−1,444−4.1%Reduced
UBS Group AG32,299$10.8M0.00%+11,317+53.9%Added
Retirement Systems of Alabama31,238$10.5M0.04%+96+0.3%Added
Balyasny Asset Management LLC31,152$10.4M0.03%+26,849+624.0%Added
Deutsche Bank AG31,043$10.4M0.01%+221+0.7%Added
Envestnet Asset Management Inc30,949$10.4M0.00%+49+0.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.30,989$10.3M0.02%+832+2.8%Added
Rehmann Capital Advisory Group30,058$10.1M0.83%00.0%Unchanged
Great West Life Assurance Co30,000$10.0M0.02%+2,530+9.2%Added
Robeco Institutional Asset Management B.V.28,762$9.63M0.02%+912+3.3%Added
BNP Paribas Arbitrage, SA28,321$9.49M0.02%−239−0.8%Reduced
Ameriprise Financial Inc27,955$9.36M0.00%−790−2.7%Reduced
Man Group plc27,506$9.21M0.03%––
Andra AP-fonden25,700$8.61M0.46%+6,500+33.9%Added
Alliancebernstein L.P.25,117$8.41M0.00%−561−2.2%Reduced
AQR Capital Management LLC25,074$8.38M0.02%−14,110−36.0%Reduced
Ensign Peak Advisors, Inc24,903$8.34M0.02%−2,307−8.5%Reduced
Royce & Associates LP22,600$7.57M0.07%00.0%Unchanged
Texas Permanent School Fund21,544$7.22M0.06%+364+1.7%Added
Manufacturers Life Insurance Company, The21,035$7.05M0.00%−4,589−17.9%Reduced
Victory Capital Management Inc20,720$6.94M0.01%−7,722−27.1%Reduced
Voya Investment Management LLC20,536$6.88M0.01%−11,264−35.4%Reduced
Gotham Asset Management, LLC20,274$6.79M0.13%−2,971−12.8%Reduced
Teacher Retirement System of Texas17,930$6.00M0.04%−9,248−34.0%Reduced
Dai-Ichi Life Insurance Company, Ltd17,270$5.78M0.12%+1,640+10.5%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund16,754$5.61M0.07%−2,400−12.5%Reduced
Los Angeles Capital Management LLC16,525$5.53M0.02%−2,856−14.7%Reduced
Old Mission Capital LLC16,384$5.49M0.15%+16,384New
Bridgewater Associates, LP15,790$5.29M0.03%+5,051+47.0%Added
Russell Investments Group, Ltd.15,706$5.26M0.01%+83+0.5%Added
Jane Street Group, LLC15,578$5.22M0.01%−42,611−73.2%Reduced
Mutual of America Capital Management LLC15,408$5.16M0.06%−805−5.0%Reduced
State of New Jersey Common Pension Fund D15,314$5.13M0.02%00.0%Unchanged
MetLife Investment Management13,580$4.55M0.03%−221−1.6%Reduced
Bank of America Corp13,339$4.47M0.00%+6,477+94.4%Added
State of Wisconsin Investment Board13,102$4.39M0.01%−414−3.1%Reduced
HBK Sorce Advisory LLC12,932$4.33M0.17%−177−1.4%Reduced
Intech Investment Management LLC12,902$4.32M0.06%+2,391+22.7%Added
Amalgamated Bank11,985$4.01M0.03%−114−0.9%Reduced
Yousif Capital Management, LLC11,397$3.82M0.04%−153−1.3%Reduced
Tobam11,346$3.80M0.33%+3,001+36.0%Added
Asset Management One Co.,Ltd.11,272$3.77M0.02%−193−1.7%Reduced
New York State Teachers Retirement System11,193$3.75M0.01%+100+0.9%Added
Advisor Group Holdings, Inc.11,086$3.71M0.01%−8,088−42.2%Reduced
Mirabella Financial Services LLP10,729$3.59M0.52%+8,069+303.3%Added
First United Bank Trust10,000$3.35M1.34%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund10,000$3.35M0.01%+10,000New
Comerica Bank9,963$3.34M0.02%−3,382−25.3%Reduced
ExodusPoint Capital Management, LP9,591$3.21M0.04%+9,591New
Creative Planning9,535$3.19M0.01%+349+3.8%Added
Schonfeld Strategic Advisors LLC9,482$3.18M0.03%+7,921+507.4%Added
Brown Advisory Inc9,467$3.17M0.00%−359−3.7%Reduced
Price T Rowe Associates Inc9,462$3.17M0.00%+200+2.2%Added
Agf Management Ltd9,338$3.13M0.02%−1,496−13.8%Reduced
Oregon Public Employees Retirement Fund8,994$3.01M0.05%+600+7.1%Added
Pictet Asset Management Holding SA8,708$2.92M0.00%−136−1.5%Reduced
HRT Financial LP8,642$2.89M0.02%−48−0.6%Reduced
HSBC Holdings PLC7,730$2.59M0.00%+443+6.1%Added
Allianz Asset Management GmbH7,721$2.59M0.00%−5,311−40.8%Reduced
Worldquant Millennium Advisors LLC7,221$2.42M0.03%−1,096−13.2%Reduced
Louisiana State Employees Retirement System7,000$2.34M0.05%−100−1.4%Reduced