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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 119,872 | $48.1M | 0.00% | +13,207+12.4% | Added |
| Charles Schwab Investment Management Inc | 136,616 | $54.9M | 0.01% | +608+0.4% | Added |
| Morgan Stanley | 139,173 | $55.9M | 0.00% | +5,648+4.2% | Added |
| Goldman Sachs Group Inc | 141,474 | $56.8M | 0.01% | −6,502−4.4% | Reduced |
| Atlantic Union Bankshares Corp | 146,552 | $58.9M | 4.96% | 00.0% | Unchanged |
| Northern Trust Corp | 151,351 | $60.8M | 0.01% | −22,374−12.9% | Reduced |
| APG Asset Management N.V. | 167,492 | $62.3M | 0.11% | −8,395−4.8% | Reduced |
| Dimensional Fund Advisors LP | 186,914 | $75.1M | 0.02% | −38,332−17.0% | Reduced |
| Bank of New York Mellon Corp | 200,990 | $80.7M | 0.02% | −7,644−3.7% | Reduced |
| UBS Asset Management Americas Inc | 276,466 | $111.0M | 0.04% | −26,302−8.7% | Reduced |
| Invesco Ltd. | 294,338 | $118.2M | 0.03% | +142,885+94.3% | Added |
| Geode Capital Management, LLC | 470,024 | $188.5M | 0.02% | +51,576+12.3% | Added |
| Franklin Resources Inc | 772,849 | $310.4M | 0.10% | −38,062−4.7% | Reduced |
| State Street Corp | 1,096,114 | $440.2M | 0.02% | +382,618+53.6% | Added |
| BlackRock Inc. | 2,475,471 | $994.1M | 0.02% | −13,236−0.5% | Reduced |
| Vanguard Group Inc | 2,477,292 | $994.8M | 0.02% | +4340.0% | Added |
| The PNC Financial Services Group, Inc. | 4,911,591 | $1.97B | 1.37% | −1540.0% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −61,583−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,152−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −16,384−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −15,790−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,591−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,642−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,770−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Tandem Wealth Advisors LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Wedgewood Investors Inc | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |