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, Q2 2024
Institutional positions in Erie Indemnity Co as of Jun 30, 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
- 310
- −3 vs. Q1 2024
- Shares held
- 16.7M
- −87.9K (−0.5%) vs. Q1 2024
- Total value
- $6.06B
- −$673.9M (−10.0%) vs. Q1 2024
- New holders
- 35
- 105 more added
- Sold out
- 38
- 118 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1 | $362 | 0.00% | −2−66.7% | Reduced |
| Manchester Capital Management LLC | 2 | $725 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $725 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $948 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 4 | $1.45K | 0.00% | −9−69.2% | Reduced |
| Horizon Investments, LLC | 5 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $1.81K | 0.00% | −2−28.6% | Reduced |
| Quent Capital, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $2.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $2.17K | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 7 | $2.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $2.90K | 0.00% | −1−11.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $2.90K | 0.00% | +1+14.3% | Added |
| CWM, LLC | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Umb Bank N A | 9 | $3.26K | 0.00% | +3+50.0% | Added |
| Farmers & Merchants Investments Inc | 10 | $3.62K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11 | $3.99K | 0.00% | +11 | New |
| Benjamin F. Edwards & Company, Inc. | 10 | $4.00K | 0.00% | −398−97.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 15 | $5.44K | 0.00% | −1,055−98.6% | Reduced |
| EverSource Wealth Advisors, LLC | 14 | $6.17K | 0.00% | −12−46.2% | Reduced |
| Versant Capital Management, Inc | 18 | $6.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $9.06K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 28 | $10.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $10.5K | 0.00% | +25+625.0% | Added |
| Principal Securities, Inc. | 32 | $11.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 34 | $12.3K | 0.00% | −30−46.9% | Reduced |
| Farther Finance Advisors, LLC | 34 | $12.4K | 0.00% | −3−8.1% | Reduced |
| GWM Advisors LLC | 40 | $14.5K | 0.00% | −1−2.4% | Reduced |
| Whittier Trust Co | 50 | $18.1K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 64 | $23.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 64 | $23.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 66 | $24.1K | 0.00% | +13+24.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 68 | $24.6K | 0.00% | +68 | New |
| GAMMA Investing LLC | 76 | $27.5K | 0.00% | +32+72.7% | Added |
| Allworth Financial LP | 81 | $30.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 88 | $31.9K | 0.00% | +85+2,833.3% | Added |
| IFP Advisors, Inc | 90 | $32.6K | 0.00% | +82+1,025.0% | Added |
| Fifth Third Bancorp | 102 | $37.0K | 0.00% | +8+8.5% | Added |
| Ronald Blue Trust, Inc. | 95 | $38.1K | 0.00% | +46+93.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 111 | $40.2K | 0.00% | +111 | New |
| National Bank of Canada | 118 | $43.0K | 0.00% | +17+16.8% | Added |
| Hershey Financial Advisers, LLC | 159 | $57.6K | 0.05% | +159 | New |
| Central Trust Co | 200 | $72.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 204 | $73.9K | 0.01% | +204 | New |
| Signaturefd, LLC | 208 | $75.4K | 0.00% | +12+6.1% | Added |
| Gladius Capital Management LP | 262 | $94.9K | 0.09% | −508−66.0% | Reduced |
| Global Retirement Partners, LLC | 268 | $97.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 276 | $100.0K | 0.01% | −21−7.1% | Reduced |
| JJJ Advisors Inc. | 288 | $104.4K | 0.02% | −16−5.3% | Reduced |
| Rakuten Investment Management, Inc. | 349 | $126.4K | 0.00% | +129+58.6% | Added |
| Quadrant Capital Group LLC | 361 | $130.8K | 0.01% | +58+19.1% | Added |
| Acadian Asset Management LLC | 465 | $167.0K | 0.00% | +465 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 487 | $176.0K | 0.00% | −5,682−92.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 494 | $179.0K | 0.00% | +176+55.3% | Added |
| US Bancorp | 544 | $197.1K | 0.00% | −6−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 559 | $202.6K | 0.00% | +25+4.7% | Added |
| Journey Strategic Wealth LLC | 566 | $205.2K | 0.01% | +15+2.7% | Added |
| Mitchell Sinkler & Starr | 550 | $209.7K | 0.05% | +550 | New |
| Marex Group plc | 581 | $210.6K | 0.01% | +581 | New |
| Versor Investments LP | 600 | $217.4K | 0.04% | +600 | New |
| Rafferty Asset Management, LLC | 610 | $221.1K | 0.00% | +610 | New |
| Investment Management Corp of Ontario | 610 | $221.1K | 0.01% | +610 | New |
| Teacher Retirement System of Texas | 634 | $230.0K | 0.00% | −3,988−86.3% | Reduced |
| Forum Financial Management, LP | 645 | $233.7K | 0.00% | +1+0.2% | Added |
| Swiss Life Asset Management Ltd | 647 | $234.5K | 0.00% | −216−25.0% | Reduced |
| JFS Wealth Advisors, LLC | 658 | $238.5K | 0.02% | +594+928.1% | Added |
| Ci Investments Inc. | 665 | $241.0K | 0.00% | −287−30.1% | Reduced |
| Bessemer Group Inc | 674 | $244.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 679 | $246.1K | 0.00% | −203−23.0% | Reduced |
| TrinityPoint Wealth, LLC | 683 | $247.4K | 0.04% | +3+0.4% | Added |
| Profund Advisors LLC | 691 | $250.4K | 0.01% | −189−21.5% | Reduced |
| Cetera Investment Advisers | 693 | $251.1K | 0.00% | −45−6.1% | Reduced |
| Johnson Investment Counsel Inc | 700 | $253.7K | 0.00% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 725 | $262.7K | 0.04% | +725 | New |
| CWM Advisors, LLC | 731 | $264.9K | 0.03% | −355−32.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 732 | $265.3K | 0.02% | +732 | New |
| Baird Financial Group, Inc. | 736 | $266.7K | 0.00% | −100−12.0% | Reduced |
| Parallel Advisors, LLC | 769 | $278.7K | 0.01% | +10+1.3% | Added |
| Williams Jones Wealth Management, LLC. | 770 | $279.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 777 | $281.6K | 0.00% | +777 | New |
| Quantinno Capital Management LP | 778 | $282.1K | 0.01% | +72+10.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 781 | $282.9K | 0.00% | +24+3.2% | Added |
| Susquehanna International Group, LLP | 788 | $285.6K | 0.00% | +788 | New |
| Atria Investments LLC | 788 | $285.8K | 0.00% | +788 | New |
| Macquarie Group Ltd | 886 | $321.1K | 0.00% | −559−38.7% | Reduced |
| Gsa Capital Partners LLP | 897 | $325.0K | 0.02% | +897 | New |
| Consolidated Planning Corp | 909 | $329.5K | 0.05% | +50+5.8% | Added |
| ExodusPoint Capital Management, LP | 918 | $333.0K | 0.00% | +918 | New |
| Panagora Asset Management Inc | 921 | $333.8K | 0.00% | −2,710−74.6% | Reduced |
| Ethic Inc. | 926 | $335.6K | 0.01% | +193+26.3% | Added |
| Raymond James & Associates | 937 | $339.6K | 0.00% | +6+0.6% | Added |
| Cerity Partners LLC | 957 | $346.8K | 0.00% | −55−5.4% | Reduced |
| Winton Group Ltd | 963 | $349.0K | 0.02% | −5−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 976 | $353.7K | 0.00% | +239+32.4% | Added |
| Standard Life Aberdeen plc | 981 | $355.5K | 0.00% | +191+24.2% | Added |
| Guggenheim Capital LLC | 1,001 | $362.8K | 0.00% | +1,001 | New |
| Shelton Capital Management | 1,016 | $368.2K | 0.01% | −37−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,045 | $378.7K | 0.00% | +21+2.1% | Added |
| Cynosure Management, LLC | 1,056 | $382.7K | 0.06% | +315+42.5% | Added |