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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 1,353 | $490.3K | 0.02% | −27−2.0% | Reduced |
| CNB Bank | 1,335 | $483.8K | 0.23% | −428−24.3% | Reduced |
| TriaGen Wealth Management LLC | 1,316 | $476.9K | 0.18% | −8−0.6% | Reduced |
| CIBC Asset Management Inc | 1,298 | $470.4K | 0.00% | +574+79.3% | Added |
| Avantax Planning Partners, Inc. | 1,244 | $451.0K | 0.01% | +104+9.1% | Added |
| Veriti Management LLC | 1,213 | $439.6K | 0.03% | +111+10.1% | Added |
| State Board of Administration of Florida Retirement System | 1,172 | $424.7K | 0.00% | −28,737−96.1% | Reduced |
| Inceptionr LLC | 1,115 | $404.1K | 0.11% | +1,115 | New |
| Siemens Fonds Invest GmbH | 1,084 | $392.8K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,061 | $384.5K | 0.01% | +35+3.4% | Added |
| Cynosure Management, LLC | 1,056 | $382.7K | 0.06% | +315+42.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,045 | $378.7K | 0.00% | +21+2.1% | Added |
| Shelton Capital Management | 1,016 | $368.2K | 0.01% | −37−3.5% | Reduced |
| Guggenheim Capital LLC | 1,001 | $362.8K | 0.00% | +1,001 | New |
| Standard Life Aberdeen plc | 981 | $355.5K | 0.00% | +191+24.2% | Added |
| D. E. Shaw & Co., Inc. | 976 | $353.7K | 0.00% | +239+32.4% | Added |
| Winton Group Ltd | 963 | $349.0K | 0.02% | −5−0.5% | Reduced |
| Cerity Partners LLC | 957 | $346.8K | 0.00% | −55−5.4% | Reduced |
| Raymond James & Associates | 937 | $339.6K | 0.00% | +6+0.6% | Added |
| Ethic Inc. | 926 | $335.6K | 0.01% | +193+26.3% | Added |
| Panagora Asset Management Inc | 921 | $333.8K | 0.00% | −2,710−74.6% | Reduced |
| ExodusPoint Capital Management, LP | 918 | $333.0K | 0.00% | +918 | New |
| Consolidated Planning Corp | 909 | $329.5K | 0.05% | +50+5.8% | Added |
| Gsa Capital Partners LLP | 897 | $325.0K | 0.02% | +897 | New |
| Macquarie Group Ltd | 886 | $321.1K | 0.00% | −559−38.7% | Reduced |
| Atria Investments LLC | 788 | $285.8K | 0.00% | +788 | New |
| Susquehanna International Group, LLP | 788 | $285.6K | 0.00% | +788 | New |
| Wealth Enhancement Advisory Services, LLC | 781 | $282.9K | 0.00% | +24+3.2% | Added |
| Quantinno Capital Management LP | 778 | $282.1K | 0.01% | +72+10.2% | Added |
| Credit Agricole S A | 777 | $281.6K | 0.00% | +777 | New |
| Williams Jones Wealth Management, LLC. | 770 | $279.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 769 | $278.7K | 0.01% | +10+1.3% | Added |
| Baird Financial Group, Inc. | 736 | $266.7K | 0.00% | −100−12.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 732 | $265.3K | 0.02% | +732 | New |
| CWM Advisors, LLC | 731 | $264.9K | 0.03% | −355−32.7% | Reduced |
| Northwest Bancshares, Inc. | 725 | $262.7K | 0.04% | +725 | New |
| Johnson Investment Counsel Inc | 700 | $253.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 693 | $251.1K | 0.00% | −45−6.1% | Reduced |
| Profund Advisors LLC | 691 | $250.4K | 0.01% | −189−21.5% | Reduced |
| TrinityPoint Wealth, LLC | 683 | $247.4K | 0.04% | +3+0.4% | Added |
| Advisors Asset Management, Inc. | 679 | $246.1K | 0.00% | −203−23.0% | Reduced |
| Bessemer Group Inc | 674 | $244.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 665 | $241.0K | 0.00% | −287−30.1% | Reduced |
| JFS Wealth Advisors, LLC | 658 | $238.5K | 0.02% | +594+928.1% | Added |
| Swiss Life Asset Management Ltd | 647 | $234.5K | 0.00% | −216−25.0% | Reduced |
| Forum Financial Management, LP | 645 | $233.7K | 0.00% | +1+0.2% | Added |
| Teacher Retirement System of Texas | 634 | $230.0K | 0.00% | −3,988−86.3% | Reduced |
| Rafferty Asset Management, LLC | 610 | $221.1K | 0.00% | +610 | New |
| Investment Management Corp of Ontario | 610 | $221.1K | 0.01% | +610 | New |
| Versor Investments LP | 600 | $217.4K | 0.04% | +600 | New |
| Marex Group plc | 581 | $210.6K | 0.01% | +581 | New |
| Mitchell Sinkler & Starr | 550 | $209.7K | 0.05% | +550 | New |
| Journey Strategic Wealth LLC | 566 | $205.2K | 0.01% | +15+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 559 | $202.6K | 0.00% | +25+4.7% | Added |
| US Bancorp | 544 | $197.1K | 0.00% | −6−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 494 | $179.0K | 0.00% | +176+55.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 487 | $176.0K | 0.00% | −5,682−92.1% | Reduced |
| Acadian Asset Management LLC | 465 | $167.0K | 0.00% | +465 | New |
| Quadrant Capital Group LLC | 361 | $130.8K | 0.01% | +58+19.1% | Added |
| Rakuten Investment Management, Inc. | 349 | $126.4K | 0.00% | +129+58.6% | Added |
| JJJ Advisors Inc. | 288 | $104.4K | 0.02% | −16−5.3% | Reduced |
| Ostrum Asset Management | 276 | $100.0K | 0.01% | −21−7.1% | Reduced |
| Global Retirement Partners, LLC | 268 | $97.1K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 262 | $94.9K | 0.09% | −508−66.0% | Reduced |
| Signaturefd, LLC | 208 | $75.4K | 0.00% | +12+6.1% | Added |
| Headlands Technologies LLC | 204 | $73.9K | 0.01% | +204 | New |
| Central Trust Co | 200 | $72.5K | 0.00% | 00.0% | Unchanged |
| Hershey Financial Advisers, LLC | 159 | $57.6K | 0.05% | +159 | New |
| National Bank of Canada | 118 | $43.0K | 0.00% | +17+16.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 111 | $40.2K | 0.00% | +111 | New |
| Ronald Blue Trust, Inc. | 95 | $38.1K | 0.00% | +46+93.9% | Added |
| Fifth Third Bancorp | 102 | $37.0K | 0.00% | +8+8.5% | Added |
| IFP Advisors, Inc | 90 | $32.6K | 0.00% | +82+1,025.0% | Added |
| Quest Partners LLC | 88 | $31.9K | 0.00% | +85+2,833.3% | Added |
| Allworth Financial LP | 81 | $30.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 76 | $27.5K | 0.00% | +32+72.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 68 | $24.6K | 0.00% | +68 | New |
| TD Waterhouse Canada Inc. | 66 | $24.1K | 0.00% | +13+24.5% | Added |
| Rise Advisors, LLC | 64 | $23.3K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 64 | $23.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $18.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 40 | $14.5K | 0.00% | −1−2.4% | Reduced |
| Farther Finance Advisors, LLC | 34 | $12.4K | 0.00% | −3−8.1% | Reduced |
| Nisa Investment Advisors, LLC | 34 | $12.3K | 0.00% | −30−46.9% | Reduced |
| Principal Securities, Inc. | 32 | $11.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $10.5K | 0.00% | +25+625.0% | Added |
| LGT Financial Advisors LLC | 28 | $10.1K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $9.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $6.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $6.17K | 0.00% | −12−46.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 15 | $5.44K | 0.00% | −1,055−98.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10 | $4.00K | 0.00% | −398−97.5% | Reduced |
| Venturi Wealth Management, LLC | 11 | $3.99K | 0.00% | +11 | New |
| Farmers & Merchants Investments Inc | 10 | $3.62K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9 | $3.26K | 0.00% | +3+50.0% | Added |
| CWM, LLC | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| 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 |
| Lindbrook Capital, LLC | 7 | $2.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $2.17K | 0.00% | 00.0% | Unchanged |