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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, Q1 2024

Institutional positions in Erie Indemnity Co as of Mar 31, 2024. 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
317
+21 vs. Q4 2023
Shares held
16.9M
+194.1K (+1.2%) vs. Q4 2023
Total value
$6.77B
+$1.18B (+21.1%) vs. Q4 2023
New holders
51
106 more added
Sold out
30
108 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 317 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 heldQ1 2024: $6.77B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2023.

Institutions holding ERIE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.952$382.0K0.00%−82−7.9%Reduced
Winton Group Ltd968$388.7K0.03%+281+40.9%Added
Mariner, LLC989$397.2K0.00%−778−44.0%Reduced
Cerity Partners LLC1,012$406.4K0.00%+198+24.3%Added
Macquarie Group Ltd1,445$411.0K0.00%+422+41.3%Added
Raymond James Financial Services Advisors, Inc.1,024$411.2K0.00%−5−0.5%Reduced
Metis Global Partners, LLC1,026$412.0K0.01%−4−0.4%Reduced
CIBC World Markets Corp1,040$417.6K0.00%+333+47.1%Added
Shelton Capital Management1,053$422.9K0.01%−32−2.9%Reduced
Allspring Global Investments Holdings, LLC1,070$429.7K0.00%+679+173.7%Added
Siemens Fonds Invest GmbH1,084$435.3K0.03%+1,084New
CWM Advisors, LLC1,086$436.1K0.04%−242−18.2%Reduced
Veriti Management LLC1,102$442.5K0.03%+321+41.1%Added
Avantax Planning Partners, Inc.1,140$457.8K0.01%+1,140New
Paloma Partners Management Co1,174$471.4K0.07%+1,174New
Concurrent Investment Advisors, LLC1,255$504.0K0.02%+1,255New
Tower Research Capital LLC (TRC)1,311$526.5K0.01%−2,775−67.9%Reduced
TriaGen Wealth Management LLC1,324$531.7K0.22%−26−1.9%Reduced
Formidable Asset Management, LLC1,338$537.3K0.09%−568−29.8%Reduced
Laurion Capital Management LP1,343$539.3K0.01%+1,343New
Jump Financial, LLC1,362$546.9K0.01%−1,738−56.1%Reduced
Meiji Yasuda Asset Management Co Ltd.1,380$554.2K0.02%−1,967−58.8%Reduced
Neuberger Berman Group LLC1,423$571.4K0.00%−72−4.8%Reduced
Ballentine Partners, LLC1,427$573.0K0.01%+8+0.6%Added
Captrust Financial Advisors1,467$589.2K0.00%−286−16.3%Reduced
Ade, LLC1,488$597.5K0.40%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.1,498$602.0K0.00%+60+4.2%Added
Exchange Traded Concepts, LLC1,519$610.0K0.02%−506−25.0%Reduced
Crossmark Global Holdings, Inc.1,656$665.0K0.01%−56−3.3%Reduced
HighTower Advisors, LLC1,665$669.0K0.00%−157−8.6%Reduced
Daiwa Securities Group Inc.1,719$690.0K0.00%+100+6.2%Added
Prudential Financial Inc1,733$695.9K0.00%−1,660−48.9%Reduced
Squarepoint Ops LLC1,741$699.1K0.00%−2,592−59.8%Reduced
Janus Henderson Group PLC1,753$704.0K0.00%00.0%Unchanged
CNB Bank1,763$708.0K0.35%00.0%Unchanged
LPL Financial LLC1,763$708.1K0.00%+143+8.8%Added
Walleye Trading LLC1,789$718.4K0.01%+1,789New
JustInvest LLC1,880$755.0K0.02%−195−9.4%Reduced
Keybank National Association1,889$758.6K0.00%−125−6.2%Reduced
Commonwealth Equity Services, LLC1,988$799.0K0.00%+271+15.8%Added
Aquatic Capital Management LLC2,040$819.2K0.03%+2,040New
Wellington Management Group LLP2,041$819.6K0.00%+136+7.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,104$845.0K0.00%−435−17.1%Reduced
Securian Asset Management, Inc2,112$848.1K0.02%00.0%Unchanged
Gulf International Bank (UK) Ltd2,135$857.0K0.02%00.0%Unchanged
Marshall Wace, LLP2,148$862.6K0.00%+2,148New
Laraway Financial Inc2,160$867.4K0.76%−30−1.4%Reduced
O'Shaughnessy Asset Management, LLC2,186$877.7K0.01%+338+18.3%Added
Alpine Global Management, LLC2,214$889.1K0.17%+2,214New
FMR LLC2,306$925.9K0.00%+27+1.2%Added
Intech Investment Management LLC2,329$935.3K0.01%−10,573−81.9%Reduced
XTX Topco Ltd2,336$938.1K0.13%+2,336New
Nordea Investment Management AB2,304$941.0K0.00%+171+8.0%Added
Federated Hermes, Inc.2,402$964.6K0.00%−67−2.7%Reduced
Bank of Nova Scotia2,465$989.9K0.00%−264−9.7%Reduced
La Banque Postale Asset Management SA2,529$1.02M0.04%+1,139+81.9%Added
Pennsylvania Capital Management Inc2,550$1.02M0.42%00.0%Unchanged
Janney Montgomery Scott LLC2,666$1.07M0.00%+405+17.9%Added
State of Alaska, Department of Revenue2,705$1.09M0.01%+10+0.4%Added
Huntington National Bank2,710$1.09M0.01%00.0%Unchanged
Econ Financial Services Corp2,747$1.10M0.68%−24−0.9%Reduced
DekaBank Deutsche Girozentrale2,772$1.12M0.00%+66+2.4%Added
Wells Fargo & Company2,856$1.15M0.00%−56−1.9%Reduced
Public Employees Retirement Association of Colorado2,938$1.18M0.01%−269−8.4%Reduced
Storebrand Asset Management AS2,984$1.20M0.00%−1,776−37.3%Reduced
Courier Capital LLC3,000$1.20M0.09%00.0%Unchanged
British Columbia Investment Management Corp3,007$1.21M0.01%+85+2.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd3,008$1.21M0.02%00.0%Unchanged
Nissay Asset Management Corp3,059$1.23M0.01%+43+1.4%Added
Schonfeld Strategic Advisors LLC3,060$1.23M0.01%−6,422−67.7%Reduced
Voya Investment Management LLC3,094$1.24M0.00%−17,442−84.9%Reduced
TrimTabs Asset Management, LLC3,208$1.29M0.32%−540−14.4%Reduced
Xponance, Inc.3,246$1.30M0.01%+1,119+52.6%Added
1832 Asset Management L.P.3,292$1.32M0.00%+3,292New
Catalyst Funds Management Pty Ltd3,300$1.33M0.37%+3,300New
Achmea Investment Management B.V.3,356$1.35M0.03%−103−3.0%Reduced
Toronto Dominion Bank3,421$1.37M0.00%−878−20.4%Reduced
Public Sector Pension Investment Board3,434$1.38M0.01%+42+1.2%Added
Panagora Asset Management Inc3,631$1.46M0.01%00.0%Unchanged
Vestcor Inc3,675$1.48M0.05%−16−0.4%Reduced
Dorsey Wright & Associates3,723$1.50M0.39%+3,723New
Korea Investment CORP3,750$1.51M0.00%−689−15.5%Reduced
KBC Group NV3,755$1.51M0.00%+1,311+53.6%Added
Arden Trust Co3,885$1.56M0.22%−15−0.4%Reduced
Blair William & Co3,899$1.57M0.00%00.0%Unchanged
Canada Pension Plan Investment Board4,000$1.61M0.00%−1,000−20.0%Reduced
Culbertson A N & Co Inc4,014$1.61M0.28%−130−3.1%Reduced
Tredje AP-fonden4,022$1.62M0.02%00.0%Unchanged
TD Asset Management Inc4,055$1.63M0.00%+501+14.1%Added
MAI Capital Management4,375$1.76M0.02%+21+0.5%Added
Van Eck Associates Corp4,427$1.78M0.00%+285+6.9%Added
McMahon Financial Advisors, LLC4,479$1.80M0.47%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,506$1.81M0.01%−354−7.3%Reduced
Rodgers Brothers Inc.4,515$1.81M0.25%−50−1.1%Reduced
Teacher Retirement System of Texas4,622$1.86M0.01%−13,308−74.2%Reduced
Bishop & Co Investment Management, LLC4,735$1.90M0.79%00.0%Unchanged
Illinois Municipal Retirement Fund4,832$1.94M0.03%00.0%Unchanged
Bank of Montreal4,863$1.98M0.00%+279+6.1%Added
Pathstone Holdings, LLC4,967$1.99M0.01%+51+1.0%Added
Vident Advisory, LLC5,068$2.04M0.04%+3,929+345.0%Added