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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, Q4 2024

Institutional positions in Erie Indemnity Co as of Dec 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
398
+35 vs. Q3 2024
Shares held
17.3M
+235.8K (+1.4%) vs. Q3 2024
Total value
$7.12B
−$1.91B (−21.1%) vs. Q3 2024
New holders
82
147 more added
Sold out
47
119 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 398 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 heldQ4 2024: $7.12B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2024.

Institutions holding ERIE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc672$277.0K0.00%−7−1.0%Reduced
RiverFront Investment Group, LLC668$275.4K0.01%+668New
US Bancorp656$270.4K0.00%+35+5.6%Added
JFS Wealth Advisors, LLC655$270.0K0.02%−3−0.5%Reduced
Scientech Research LLC652$268.8K0.08%+652New
Forum Financial Management, LP646$266.3K0.00%00.0%Unchanged
CWM Advisors, LLC627$258.5K0.03%+101+19.2%Added
Capstone Investment Advisors, LLC623$256.8K0.00%+135+27.7%Added
Trust Asset Management LLC607$250.2K0.02%00.0%Unchanged
AXA S.A.605$249.4K0.00%+153+33.8%Added
Schonfeld Strategic Advisors LLC600$247.3K0.00%+600New
B. Metzler seel. Sohn & Co. AG559$230.4K0.00%00.0%Unchanged
Gladstone Institutional Advisory LLC545$224.7K0.01%00.0%Unchanged
V-Square Quantitative Management LLC530$218.5K0.03%+101+23.5%Added
Avantax Advisory Services, Inc.519$213.9K0.00%−2−0.4%Reduced
Great Diamond Partners, LLC515$212.3K0.05%−601−53.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.514$211.9K0.00%−254−33.1%Reduced
Court Place Advisors, LLC513$211.5K0.07%00.0%Unchanged
Prudential PLC510$210.2K0.00%00.0%Unchanged
Avantax Planning Partners, Inc.502$206.9K0.01%00.0%Unchanged
Bailard, Inc.500$206.1K0.01%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.500$206.1K0.13%00.0%Unchanged
Atria Wealth Solutions, Inc.500$206.1K0.00%00.0%Unchanged
Atala Financial Inc500$206.1K0.14%+500New
Jump Financial, LLC499$205.7K0.00%−1,712−77.4%Reduced
Wellington Shields & Co., LLC494$203.6K0.06%00.0%Unchanged
Federation des caisses Desjardins du Quebec494$203.5K0.00%00.0%Unchanged
Integrated Capital Management, Inc.486$200.5K0.16%+1+0.2%Added
Bayforest Capital Ltd432$178.1K0.22%+432New
Canada Post Corp Registered Pension Plan400$164.9K0.01%+400New
Quadrant Capital Group LLC370$152.5K0.01%−15−3.9%Reduced
MUFG Securities Americas Inc.368$151.7K0.02%+368New
Horizon Investments, LLC337$138.5K0.00%−1−0.3%Reduced
Capital A Wealth Management, LLC300$123.7K0.21%+300New
Ostrum Asset Management270$111.3K0.01%−9−3.2%Reduced
GAMMA Investing LLC270$111.3K0.01%+137+103.0%Added
Advisors Asset Management, Inc.261$107.6K0.00%−211−44.7%Reduced
Global Retirement Partners, LLC258$106.4K0.00%−4−1.5%Reduced
Ameritas Investment Partners, Inc.253$104.3K0.00%00.0%Unchanged
Walleye Capital LLC247$101.8K0.00%+247New
Ronald Blue Trust, Inc.227$93.6K0.00%+40+21.4%Added
Central Trust Co200$82.4K0.00%00.0%Unchanged
Signaturefd, LLC183$75.4K0.00%−21−10.3%Reduced
Venturi Wealth Management, LLC139$57.3K0.00%+128+1,163.6%Added
Fifth Third Bancorp104$42.9K0.00%+58+126.1%Added
ORG Partners LLC90$37.1K0.01%+90New
Shell Asset Management Co84$35.0K0.00%−53−38.7%Reduced
Allworth Financial LP84$31.7K0.00%+3+3.7%Added
Optiver Holding B.V.74$30.5K0.00%+74New
Rise Advisors, LLC65$26.6K0.01%+1+1.6%Added
Thompson Investment Management, Inc.64$26.4K0.00%00.0%Unchanged
Penserra Capital Management LLC64$26.0K0.00%+61+2,033.3%Added
Whittier Trust Co50$20.6K0.00%00.0%Unchanged
GWM Advisors LLC40$16.5K0.00%00.0%Unchanged
CWM, LLC40$16.0K0.00%+27+207.7%Added
Farther Finance Advisors, LLC38$15.7K0.00%+2+5.6%Added
Versant Capital Management, Inc38$15.7K0.00%+20+111.1%Added
DT Investment Partners, LLC33$13.6K0.00%00.0%Unchanged
Y.D. More Investments Ltd31$12.8K0.00%+16+106.7%Added
EverSource Wealth Advisors, LLC30$12.4K0.00%+6+25.0%Added
Ossiam30$12.4K0.00%+7+30.4%Added
LGT Financial Advisors LLC28$11.5K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.27$11.1K0.00%00.0%Unchanged
Geneos Wealth Management Inc.26$10.7K0.00%00.0%Unchanged
Larson Financial Group LLC25$10.3K0.00%00.0%Unchanged
Principal Securities, Inc.21$8.75K0.00%−2−8.7%Reduced
Farmers & Merchants Investments Inc20$8.24K0.00%+10+100.0%Added
WPG Advisers, LLC18$7.42K0.01%+18New
Hemington Wealth Management17$7.00K0.00%+2+13.3%Added
IFP Advisors, Inc14$5.77K0.00%+3+27.3%Added
Quest Partners LLC13$5.36K0.00%+12+1,200.0%Added
Umb Bank N A11$4.53K0.00%+8+266.7%Added
Massmutual Trust Co FSB10$4.12K0.00%+3+42.9%Added
Northwestern Mutual Wealth Management Co10$4.12K0.00%+10New
CVA Family Office, LLC9$3.71K0.00%−1−10.0%Reduced
SBI Securities Co., Ltd.8$3.30K0.00%+8New
Whipplewood Advisors, LLC8$3.30K0.00%+8New
Quent Capital, LLC7$2.99K0.00%+1+16.7%Added
Lindbrook Capital, LLC7$2.89K0.00%−1−12.5%Reduced
DiNuzzo Private Wealth, Inc.7$2.89K0.00%−1−12.5%Reduced
Skopos Labs, Inc.7$2.89K0.00%+7New
Decker Retirement Planning Inc.7$2.89K0.00%+7New
CIBC Private Wealth Group, LLC7$2.81K0.00%+7New
Ameriflex Group, Inc.6$2.42K0.00%+6New
Bell Investment Advisors, Inc5$2.06K0.00%00.0%Unchanged
Jones Financial Companies LLLP5$2.06K0.00%+5New
SJS Investment Consulting Inc.4$1.65K0.00%−4−50.0%Reduced
Prestige Wealth Management Group LLC4$1.65K0.00%00.0%Unchanged
Manchester Capital Management LLC2$8250.00%00.0%Unchanged
Harbour Investments, Inc.2$8240.00%00.0%Unchanged
Bruce G. Allen Investments, LLC2$8240.00%00.0%Unchanged
Assetmark, Inc2$8240.00%+2New
First Horizon Advisors, Inc.2$8240.00%+2New
HHM Wealth Advisors, LLC1$4130.00%+1New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$4120.00%+1New
Global Financial Private Client, LLC1$4120.00%+1New
Parkworth Wealth Management, Inc.1$4120.00%+1New
GW&K Investment Management, LLC1$00.00%+1New
Susquehanna Portfolio Strategies, LLC0$00.00%−16,300−100.0%Sold out
Twin Tree Management, LP0$00.00%−7,138−100.0%Sold out