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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 7,721 | $2.59M | 0.00% | −5,311−40.8% | Reduced |
| HSBC Holdings PLC | 7,730 | $2.59M | 0.00% | +443+6.1% | Added |
| HRT Financial LP | 8,642 | $2.89M | 0.02% | −48−0.6% | Reduced |
| Pictet Asset Management Holding SA | 8,708 | $2.92M | 0.00% | −136−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 8,994 | $3.01M | 0.05% | +600+7.1% | Added |
| Agf Management Ltd | 9,338 | $3.13M | 0.02% | −1,496−13.8% | Reduced |
| Price T Rowe Associates Inc | 9,462 | $3.17M | 0.00% | +200+2.2% | Added |
| Brown Advisory Inc | 9,467 | $3.17M | 0.00% | −359−3.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,482 | $3.18M | 0.03% | +7,921+507.4% | Added |
| Creative Planning | 9,535 | $3.19M | 0.01% | +349+3.8% | Added |
| ExodusPoint Capital Management, LP | 9,591 | $3.21M | 0.04% | +9,591 | New |
| Comerica Bank | 9,963 | $3.34M | 0.02% | −3,382−25.3% | Reduced |
| First United Bank Trust | 10,000 | $3.35M | 1.34% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 10,000 | $3.35M | 0.01% | +10,000 | New |
| Mirabella Financial Services LLP | 10,729 | $3.59M | 0.52% | +8,069+303.3% | Added |
| Advisor Group Holdings, Inc. | 11,086 | $3.71M | 0.01% | −8,088−42.2% | Reduced |
| New York State Teachers Retirement System | 11,193 | $3.75M | 0.01% | +100+0.9% | Added |
| Asset Management One Co.,Ltd. | 11,272 | $3.77M | 0.02% | −193−1.7% | Reduced |
| Tobam | 11,346 | $3.80M | 0.33% | +3,001+36.0% | Added |
| Yousif Capital Management, LLC | 11,397 | $3.82M | 0.04% | −153−1.3% | Reduced |
| Amalgamated Bank | 11,985 | $4.01M | 0.03% | −114−0.9% | Reduced |
| Intech Investment Management LLC | 12,902 | $4.32M | 0.06% | +2,391+22.7% | Added |
| HBK Sorce Advisory LLC | 12,932 | $4.33M | 0.17% | −177−1.4% | Reduced |
| State of Wisconsin Investment Board | 13,102 | $4.39M | 0.01% | −414−3.1% | Reduced |
| Bank of America Corp | 13,339 | $4.47M | 0.00% | +6,477+94.4% | Added |
| MetLife Investment Management | 13,580 | $4.55M | 0.03% | −221−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 15,314 | $5.13M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,408 | $5.16M | 0.06% | −805−5.0% | Reduced |
| Jane Street Group, LLC | 15,578 | $5.22M | 0.01% | −42,611−73.2% | Reduced |
| Russell Investments Group, Ltd. | 15,706 | $5.26M | 0.01% | +83+0.5% | Added |
| Bridgewater Associates, LP | 15,790 | $5.29M | 0.03% | +5,051+47.0% | Added |
| Old Mission Capital LLC | 16,384 | $5.49M | 0.15% | +16,384 | New |
| Los Angeles Capital Management LLC | 16,525 | $5.53M | 0.02% | −2,856−14.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,754 | $5.61M | 0.07% | −2,400−12.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,270 | $5.78M | 0.12% | +1,640+10.5% | Added |
| Teacher Retirement System of Texas | 17,930 | $6.00M | 0.04% | −9,248−34.0% | Reduced |
| Gotham Asset Management, LLC | 20,274 | $6.79M | 0.13% | −2,971−12.8% | Reduced |
| Voya Investment Management LLC | 20,536 | $6.88M | 0.01% | −11,264−35.4% | Reduced |
| Victory Capital Management Inc | 20,720 | $6.94M | 0.01% | −7,722−27.1% | Reduced |
| Manufacturers Life Insurance Company, The | 21,035 | $7.05M | 0.00% | −4,589−17.9% | Reduced |
| Texas Permanent School Fund | 21,544 | $7.22M | 0.06% | +364+1.7% | Added |
| Royce & Associates LP | 22,600 | $7.57M | 0.07% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 24,903 | $8.34M | 0.02% | −2,307−8.5% | Reduced |
| AQR Capital Management LLC | 25,074 | $8.38M | 0.02% | −14,110−36.0% | Reduced |
| Alliancebernstein L.P. | 25,117 | $8.41M | 0.00% | −561−2.2% | Reduced |
| Andra AP-fonden | 25,700 | $8.61M | 0.46% | +6,500+33.9% | Added |
| Man Group plc | 27,506 | $9.21M | 0.03% | – | – |
| Ameriprise Financial Inc | 27,955 | $9.36M | 0.00% | −790−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 28,321 | $9.49M | 0.02% | −239−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 28,762 | $9.63M | 0.02% | +912+3.3% | Added |
| Great West Life Assurance Co | 30,000 | $10.0M | 0.02% | +2,530+9.2% | Added |
| Rehmann Capital Advisory Group | 30,058 | $10.1M | 0.83% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,989 | $10.3M | 0.02% | +832+2.8% | Added |
| Envestnet Asset Management Inc | 30,949 | $10.4M | 0.00% | +49+0.2% | Added |
| Deutsche Bank AG | 31,043 | $10.4M | 0.01% | +221+0.7% | Added |
| Balyasny Asset Management LLC | 31,152 | $10.4M | 0.03% | +26,849+624.0% | Added |
| Retirement Systems of Alabama | 31,238 | $10.5M | 0.04% | +96+0.3% | Added |
| UBS Group AG | 32,299 | $10.8M | 0.00% | +11,317+53.9% | Added |
| American International Group, Inc. | 33,486 | $11.2M | 0.05% | −1,444−4.1% | Reduced |
| California State Teachers Retirement System | 34,586 | $11.6M | 0.02% | +1,531+4.6% | Added |
| Wedgewood Investors Inc | 37,883 | $12.7M | 15.79% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 39,854 | $13.3M | 0.03% | −673−1.7% | Reduced |
| Erste Asset Management GmbH | 40,525 | $13.6M | 0.20% | −12,200−23.1% | Reduced |
| Barclays PLC | 44,653 | $15.0M | 0.01% | −41,993−48.5% | Reduced |
| Rhumbline Advisers | 45,929 | $15.4M | 0.02% | −835−1.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 46,578 | $15.6M | 0.28% | +46,578 | New |
| Millennium Management LLC | 46,959 | $15.7M | 0.01% | +44,145+1,568.8% | Added |
| Amundi | 58,933 | $19.3M | 0.01% | −51,971−46.9% | Reduced |
| Credit Suisse AG | 60,637 | $20.3M | 0.02% | −6,331−9.5% | Reduced |
| Susquehanna International Group, LLP | 61,583 | $20.6M | 0.03% | +10,927+21.6% | Added |
| Teachers Retirement System of the State of Kentucky | 63,029 | $21.1M | 0.20% | −3,106−4.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 65,018 | $21.8M | 0.06% | −7,918−10.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 67,435 | $22.6M | 0.02% | −968−1.4% | Reduced |
| Allegheny Financial Group LTD | 70,336 | $23.6M | 7.56% | +70.0% | Added |
| Swiss National Bank | 79,220 | $26.5M | 0.02% | −2,200−2.7% | Reduced |
| Citigroup Inc | 81,096 | $27.2M | 0.04% | +26,227+47.8% | Added |
| Truist Financial Corp | 88,725 | $29.7M | 0.05% | −3,642−3.9% | Reduced |
| Columbia Asset Management | 89,978 | $30.1M | 6.16% | −8,476−8.6% | Reduced |
| Principal Financial Group Inc | 97,319 | $32.6M | 0.02% | −110−0.1% | Reduced |
| JPMorgan Chase & Co | 106,665 | $35.7M | 0.00% | +4,018+3.9% | Added |
| Legal & General Group Plc | 112,234 | $37.6M | 0.01% | −8,021−6.7% | Reduced |
| Morgan Stanley | 133,525 | $44.7M | 0.00% | −29,893−18.3% | Reduced |
| Charles Schwab Investment Management Inc | 136,008 | $45.6M | 0.01% | +3,013+2.3% | Added |
| Atlantic Union Bankshares Corp | 146,552 | $49.1M | 4.55% | −1,596−1.1% | Reduced |
| Goldman Sachs Group Inc | 147,976 | $49.6M | 0.01% | +49,374+50.1% | Added |
| Invesco Ltd. | 151,453 | $50.7M | 0.01% | +111,966+283.6% | Added |
| APG Asset Management N.V. | 175,887 | $53.3M | 0.10% | +2,250+1.3% | Added |
| Northern Trust Corp | 173,725 | $58.2M | 0.01% | −11,371−6.1% | Reduced |
| Bank of New York Mellon Corp | 208,634 | $69.9M | 0.01% | −37,069−15.1% | Reduced |
| First Trust Advisors LP | 218,339 | $73.1M | 0.08% | −21,216−8.9% | Reduced |
| Dimensional Fund Advisors LP | 225,246 | $75.4M | 0.02% | −4,380−1.9% | Reduced |
| UBS Asset Management Americas Inc | 302,768 | $101.4M | 0.04% | −9,327−3.0% | Reduced |
| Geode Capital Management, LLC | 418,448 | $140.4M | 0.01% | +23,753+6.0% | Added |
| State Street Corp | 713,496 | $239.0M | 0.01% | +15,811+2.3% | Added |
| Franklin Resources Inc | 810,911 | $271.6M | 0.13% | +1,095+0.1% | Added |
| Vanguard Group Inc | 2,476,858 | $829.5M | 0.02% | +16,807+0.7% | Added |
| BlackRock Inc. | 2,488,707 | $833.5M | 0.02% | −18,655−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,911,745 | $1.65B | 1.29% | −260.0% | Reduced |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −45,811−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −20,295−100.0% | Sold out |