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, Q3 2024
Institutional positions in Erie Indemnity Co as of Sep 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
- 371
- +67 vs. Q2 2024
- Shares held
- 17.1M
- +2.80M (+19.6%) vs. Q2 2024
- Total value
- $9.05B
- +$3.87B (+74.8%) vs. Q2 2024
- New holders
- 90
- 118 more added
- Sold out
- 23
- 123 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MBB Public Markets I LLC | 588 | $317.4K | 0.03% | −1,247−68.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 597 | $322.0K | 0.01% | +110+22.6% | Added |
| GTS Securities LLC | 602 | $325.0K | 0.01% | +602 | New |
| Qube Research & Technologies Ltd | 603 | $325.5K | 0.00% | −12,965−95.6% | Reduced |
| Trust Asset Management LLC | 607 | $327.7K | 0.03% | +607 | New |
| US Bancorp | 621 | $335.2K | 0.00% | +77+14.2% | Added |
| Guggenheim Capital LLC | 633 | $341.7K | 0.00% | −368−36.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 640 | $345.3K | 0.00% | −141−18.1% | Reduced |
| Forum Financial Management, LP | 646 | $348.7K | 0.01% | +1+0.2% | Added |
| Journey Strategic Wealth LLC | 654 | $353.2K | 0.01% | +88+15.5% | Added |
| JFS Wealth Advisors, LLC | 658 | $355.2K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 671 | $362.2K | 0.00% | −1,849−73.4% | Reduced |
| Cynosure Management, LLC | 677 | $365.5K | 0.05% | −379−35.9% | Reduced |
| Bessemer Group Inc | 679 | $366.0K | 0.00% | +5+0.7% | Added |
| TrinityPoint Wealth, LLC | 685 | $369.7K | 0.05% | +2+0.3% | Added |
| Johnson Investment Counsel Inc | 700 | $377.9K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 700 | $377.9K | 0.02% | +700 | New |
| Cetera Investment Advisers | 704 | $380.0K | 0.00% | +11+1.6% | Added |
| Ci Investments Inc. | 720 | $389.0K | 0.00% | +55+8.3% | Added |
| Baird Financial Group, Inc. | 725 | $391.4K | 0.00% | −11−1.5% | Reduced |
| Two Sigma Securities, LLC | 738 | $398.4K | 0.03% | +738 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 738 | $398.4K | 0.03% | +738 | New |
| Meiji Yasuda Asset Management Co Ltd. | 741 | $400.0K | 0.02% | −612−45.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 768 | $414.1K | 0.00% | +768 | New |
| Parallel Advisors, LLC | 768 | $414.6K | 0.01% | −1−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 770 | $415.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 790 | $426.5K | 0.01% | −4,777−85.8% | Reduced |
| Investment Management Corp of Ontario | 810 | $437.3K | 0.01% | +200+32.8% | Added |
| Atria Investments LLC | 879 | $474.3K | 0.01% | +91+11.5% | Added |
| Omers Administration Corp | 880 | $475.0K | 0.00% | −1,200−57.7% | Reduced |
| Norinchukin Bank, The | 899 | $485.3K | 0.01% | +899 | New |
| CNB Bank | 907 | $489.6K | 0.23% | −428−32.1% | Reduced |
| Crossmark Global Holdings, Inc. | 913 | $493.0K | 0.01% | −510−35.8% | Reduced |
| Panagora Asset Management Inc | 922 | $497.7K | 0.00% | +1+0.1% | Added |
| Raymond James & Associates | 940 | $507.4K | 0.00% | +3+0.3% | Added |
| AE Wealth Management LLC | 959 | $517.8K | 0.00% | +959 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 972 | $524.7K | 0.00% | +972 | New |
| Thrivent Financial for Lutherans | 979 | $528.0K | 0.00% | −5,047−83.8% | Reduced |
| Mitchell Sinkler & Starr | 985 | $531.7K | 0.13% | +435+79.1% | Added |
| Quantinno Capital Management LP | 987 | $533.0K | 0.01% | +209+26.9% | Added |
| Veriti Management LLC | 991 | $535.0K | 0.03% | −222−18.3% | Reduced |
| Ontario Teachers Pension Plan Board | 1,011 | $545.8K | 0.00% | −1,205−54.4% | Reduced |
| International Assets Investment Management, LLC | 308,237 | $571.0K | 0.00% | +308,237 | New |
| Cerity Partners LLC | 1,058 | $571.2K | 0.00% | +101+10.6% | Added |
| Bridgewater Associates, LP | 1,103 | $595.4K | 0.00% | −1,686−60.5% | Reduced |
| Great Diamond Partners, LLC | 1,116 | $602.4K | 0.15% | +1,116 | New |
| Allspring Global Investments Holdings, LLC | 1,126 | $607.8K | 0.00% | +1,111+7,406.7% | Added |
| State Board of Administration of Florida Retirement System | 1,172 | $632.7K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,177 | $635.4K | 0.06% | +1,177 | New |
| Lighthouse Investment Partners, LLC | 1,200 | $647.8K | 0.03% | +1,200 | New |
| New Mexico Educational Retirement Board | 1,200 | $648.0K | 0.02% | −3,900−76.5% | Reduced |
| ING Groep NV | 1,257 | $678.6K | 0.00% | +1,257 | New |
| Macquarie Group Ltd | 1,266 | $683.4K | 0.00% | +380+42.9% | Added |
| Oppenheimer & Co Inc | 1,271 | $686.1K | 0.01% | +1,271 | New |
| Formidable Asset Management, LLC | 1,282 | $692.0K | 0.11% | −694−35.1% | Reduced |
| Econ Financial Services Corp | 1,300 | $701.8K | 0.39% | −1,257−49.2% | Reduced |
| TriaGen Wealth Management LLC | 1,309 | $706.6K | 0.24% | −7−0.5% | Reduced |
| Mariner, LLC | 1,325 | $715.4K | 0.00% | −53−3.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,369 | $739.0K | 0.06% | +285+26.3% | Added |
| Captrust Financial Advisors | 1,377 | $743.5K | 0.00% | −93−6.3% | Reduced |
| Securian Asset Management, Inc | 1,379 | $744.4K | 0.02% | −610−30.7% | Reduced |
| Louisiana State Employees Retirement System | 1,400 | $755.7K | 0.01% | −5,700−80.3% | Reduced |
| Neuberger Berman Group LLC | 1,416 | $764.4K | 0.00% | −5−0.4% | Reduced |
| Ballentine Partners, LLC | 1,418 | $765.5K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,422 | $766.5K | 0.00% | +1,073+307.4% | Added |
| Tower Research Capital LLC (TRC) | 1,423 | $768.2K | 0.02% | −385−21.3% | Reduced |
| Axxcess Wealth Management, LLC | 1,464 | $790.3K | 0.02% | +1,464 | New |
| Colonial River Wealth Management, LLC | 1,468 | $792.5K | 0.39% | +1,468 | New |
| Cambridge Investment Research Advisors, Inc. | 1,480 | $799.0K | 0.00% | +48+3.4% | Added |
| Ade, LLC | 1,488 | $803.3K | 0.49% | 00.0% | Unchanged |
| Inceptionr LLC | 1,514 | $817.3K | 0.20% | +399+35.8% | Added |
| MAI Capital Management | 1,523 | $822.2K | 0.01% | −2,808−64.8% | Reduced |
| Tobam | 1,555 | $839.0K | 0.15% | −1,073−40.8% | Reduced |
| Swiss Life Asset Management Ltd | 1,584 | $854.2K | 0.01% | +937+144.8% | Added |
| Hartford Investment Management Co | 1,583 | $854.5K | 0.03% | +1,583 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,614 | $871.3K | 0.00% | +1,546+2,273.5% | Added |
| Mizuho Securities USA LLC | 1,617 | $872.9K | 0.02% | +1,617 | New |
| Metis Global Partners, LLC | 1,656 | $893.9K | 0.03% | +595+56.1% | Added |
| HighTower Advisors, LLC | 1,629 | $898.0K | 0.00% | −26−1.6% | Reduced |
| Entropy Technologies, LP | 1,727 | $932.3K | 0.10% | +1,727 | New |
| Kentucky Retirement Systems | 1,738 | $938.2K | 0.03% | +1,738 | New |
| Lido Advisors, LLC | 1,759 | $949.5K | 0.01% | +1,759 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,781 | $960.0K | 0.00% | +1,670+1,504.5% | Added |
| Pacer Advisors, Inc. | 1,842 | $994.3K | 0.00% | −3,046−62.3% | Reduced |
| Keybank National Association | 1,889 | $1.02M | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,905 | $1.03M | 0.02% | +314+19.7% | Added |
| TrimTabs Asset Management, LLC | 1,960 | $1.06M | 0.25% | −511−20.7% | Reduced |
| Gulf International Bank (UK) Ltd | 2,035 | $1.10M | 0.03% | −30−1.5% | Reduced |
| Laraway Financial Inc | 2,135 | $1.15M | 0.92% | −25−1.2% | Reduced |
| Occudo Quantitative Strategies LP | 2,141 | $1.16M | 0.21% | +667+45.3% | Added |
| JustInvest LLC | 2,168 | $1.17M | 0.02% | +135+6.6% | Added |
| Achmea Investment Management B.V. | 2,175 | $1.17M | 0.02% | +284+15.0% | Added |
| Oregon Public Employees Retirement Fund | 2,200 | $1.19M | 0.02% | −2,981−57.5% | Reduced |
| Jump Financial, LLC | 2,211 | $1.19M | 0.02% | −577−20.7% | Reduced |
| Xponance, Inc. | 2,276 | $1.23M | 0.01% | −681−23.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,421 | $1.31M | 0.00% | +49+2.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,433 | $1.31M | 0.00% | +1,388+132.8% | Added |
| Kestra Investment Management, LLC | 2,461 | $1.33M | 0.06% | +2,461 | New |
| Pennsylvania Capital Management Inc | 2,550 | $1.38M | 0.49% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 2,594 | $1.41M | 0.00% | +1,613+164.4% | Added |