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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, 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.

Institutional holdersQ3 2024: 371 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 heldQ3 2024: $9.05B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q2 2024.

Institutions holding ERIE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evergreen Capital Management LLC412$222.4K0.01%+412New
Apella Capital, LLC407$220.4K0.01%+407New
Park National Corp405$218.6K0.01%+405New
SeaCrest Wealth Management, LLC398$214.8K0.02%+398New
Commerce Bank394$212.7K0.00%+394New
Profund Advisors LLC392$211.6K0.01%−299−43.3%Reduced
DoubleLine ETF Adviser LP390$210.5K0.05%+390New
Cresset Asset Management, LLC386$208.6K0.00%+386New
Quadrant Capital Group LLC385$207.8K0.01%+24+6.6%Added
Checchi Capital Advisers, LLC384$207.3K0.02%+384New
West Family Investments, Inc.382$206.2K0.07%+382New
Harvest Fund Management Co., Ltd376$203.0K0.01%+376New
Horizon Investments, LLC338$182.0K0.00%+333+6,660.0%Added
Ostrum Asset Management279$150.6K0.01%+3+1.1%Added
Global Retirement Partners, LLC262$141.5K0.00%−6−2.2%Reduced
Ameritas Investment Partners, Inc.253$136.6K0.00%−5,052−95.2%Reduced
Gladius Capital Management LP228$123.1K0.07%−34−13.0%Reduced
Signaturefd, LLC204$110.1K0.00%−4−1.9%Reduced
Central Trust Co200$108.0K0.00%00.0%Unchanged
Federated Hermes, Inc.158$85.3K0.00%−2,388−93.8%Reduced
GeoWealth Management, LLC138$74.5K0.00%+138New
Shell Asset Management Co137$74.0K0.00%+137New
GAMMA Investing LLC133$71.8K0.01%+57+75.0%Added
Ronald Blue Trust, Inc.187$67.8K0.00%+92+96.8%Added
TD Waterhouse Canada Inc.107$57.6K0.00%+41+62.1%Added
Allworth Financial LP81$43.7K0.00%00.0%Unchanged
Rise Advisors, LLC64$34.8K0.02%00.0%Unchanged
Thompson Investment Management, Inc.64$34.5K0.00%00.0%Unchanged
USA Financial Portformulas Corp60$32.4K0.01%+60New
Whittier Trust Co50$27.0K0.00%00.0%Unchanged
Fifth Third Bancorp46$24.8K0.00%−56−54.9%Reduced
GWM Advisors LLC40$21.6K0.00%00.0%Unchanged
Farther Finance Advisors, LLC36$19.4K0.00%+2+5.9%Added
DT Investment Partners, LLC33$17.8K0.00%+33New
Northwest Investment Counselors, LLC33$17.8K0.00%+33New
LGT Financial Advisors LLC28$15.1K0.04%00.0%Unchanged
SRS Capital Advisors, Inc.27$14.6K0.00%−2−6.9%Reduced
Geneos Wealth Management Inc.26$14.0K0.00%+26New
Larson Financial Group LLC25$13.5K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC24$13.0K0.00%+10+71.4%Added
Principal Securities, Inc.23$12.5K0.00%−9−28.1%Reduced
Ossiam23$12.4K0.00%+23New
Versant Capital Management, Inc18$9.72K0.00%00.0%Unchanged
Y.D. More Investments Ltd15$8.10K0.00%+15New
CWM, LLC13$7.00K0.00%+4+44.4%Added
Hemington Wealth Management15$6.00K0.00%+15New
IFP Advisors, Inc11$5.94K0.00%−79−87.8%Reduced
Venturi Wealth Management, LLC11$5.94K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc10$5.40K0.00%00.0%Unchanged
CVA Family Office, LLC10$5.40K0.00%+4+66.7%Added
SJS Investment Consulting Inc.8$4.32K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.8$4.32K0.00%00.0%Unchanged
Lindbrook Capital, LLC8$4.32K0.00%+1+14.3%Added
Massmutual Trust Co FSB7$3.78K0.00%+1+16.7%Added
Quent Capital, LLC6$3.37K0.00%+1+20.0%Added
Bell Investment Advisors, Inc5$2.70K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$2.16K0.00%00.0%Unchanged
Umb Bank N A3$1.62K0.00%−6−66.7%Reduced
Peterson Financial Group, Inc.3$1.62K0.01%+3New
Pineridge Advisors LLC3$1.62K0.00%+3New
Smartleaf Asset Management LLC3$1.62K0.00%+3New
PEAK6 Investments LLC2$1.16K0.00%−1−33.3%Reduced
Manchester Capital Management LLC2$1.08K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC2$1.08K0.00%00.0%Unchanged
Harbour Investments, Inc.2$1.08K0.00%+1+100.0%Added
Penserra Capital Management LLC3$1.00K0.00%+3New
Capital Advisors, Ltd. LLC1$1.00K0.00%+1New
Quest Partners LLC1$5400.00%−87−98.9%Reduced
Capital Performance Advisors LLP1$5400.00%+1New
Aster Capital Management (DIFC) Ltd1$5400.00%+1New
Avion Wealth1$00.00%+1New
APG Asset Management N.V.0$00.00%−54,985−100.0%Sold out
Twinbeech Capital LP0$00.00%−11,118−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−7,400−100.0%Sold out
Dorsey Wright & Associates0$00.00%−3,821−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,437−100.0%Sold out
Walleye Capital LLC0$00.00%−3,357−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−2,617−100.0%Sold out
Engineers Gate Manager LP0$00.00%−2,330−100.0%Sold out
Wellington Management Group LLP0$00.00%−2,163−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,160−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−2,104−100.0%Sold out
Shelton Capital Management0$00.00%−1,016−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−976−100.0%Sold out
Winton Group Ltd0$00.00%−963−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−918−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−897−100.0%Sold out
Fifth Third Wealth Advisors LLC0$00.00%−732−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−725−100.0%Sold out
Versor Investments LP0$00.00%−600−100.0%Sold out
Marex Group plc0$00.00%−581−100.0%Sold out
Acadian Asset Management LLC0$00.00%−465−100.0%Sold out
Headlands Technologies LLC0$00.00%−204−100.0%Sold out
Simplex Trading, LLC0$00.00%−5−100.0%Sold out
BlackRock Inc.––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Arden Trust Co––––Not filed
JJJ Advisors Inc.––––Not filed
Hershey Financial Advisers, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed