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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, Q1 2025

Institutional positions in Erie Indemnity Co as of Mar 31, 2025. 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
414
+19 vs. Q4 2024
Shares held
19.9M
+2.58M (+15.0%) vs. Q4 2024
Total value
$8.32B
+$1.20B (+16.9%) vs. Q4 2024
New holders
69
133 more added
Sold out
50
147 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 414 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 heldQ1 2025: $8.32B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2024.

Institutions holding ERIE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC1$00.00%00.0%Unchanged
Avion Wealth1$00.00%+1New
Dunhill Financial, LLC0$110.00%0New
Hughes Financial Services, LLC1$4110.00%+1New
Larson Financial Group LLC1$4190.00%−24−96.0%Reduced
Parkworth Wealth Management, Inc.1$4190.00%00.0%Unchanged
Rothschild Investment LLC1$4190.00%+1New
NewSquare Capital LLC1$4190.00%+1New
Bay Harbor Wealth Management, LLC1$4190.00%+1New
Carolinas Wealth Consulting LLC1$4190.00%+1New
HFM Investment Advisors, LLC1$4200.00%+1New
Bruce G. Allen Investments, LLC2$8380.00%00.0%Unchanged
Rakuten Securities, Inc.2$8380.00%+2New
Clearstead Advisors, LLC2$8390.00%+2New
Parkside Financial Bank & Trust2$8390.00%+2New
Activest Wealth Management3$1.26K0.00%+3New
Manchester Capital Management LLC3$1.26K0.00%+1+50.0%Added
Global Financial Private Client, LLC4$1.68K0.00%+3+300.0%Added
Prestige Wealth Management Group LLC4$1.68K0.00%00.0%Unchanged
SJS Investment Consulting Inc.4$1.68K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd5$2.10K0.00%+5New
Bell Investment Advisors, Inc5$2.10K0.00%00.0%Unchanged
Quent Capital, LLC5$2.21K0.00%−2−28.6%Reduced
SBI Securities Co., Ltd.6$2.51K0.00%−2−25.0%Reduced
Ameriflex Group, Inc.6$2.51K0.00%00.0%Unchanged
South State Corp.6$2.52K0.00%+6New
DiNuzzo Private Wealth, Inc.7$2.93K0.00%00.0%Unchanged
Whipplewood Advisors, LLC4$3.35K0.00%−4−50.0%Reduced
Lindbrook Capital, LLC8$3.35K0.00%+1+14.3%Added
Harbour Investments, Inc.8$3.35K0.00%+6+300.0%Added
CIBC Private Wealth Group, LLC9$3.42K0.00%+2+28.6%Added
Private Wealth Management Group, LLC9$3.77K0.00%+9New
Saudi Central Bank10$4.19K0.02%+10New
First Horizon Advisors, Inc.11$4.61K0.00%+9+450.0%Added
CVA Family Office, LLC12$5.03K0.00%+3+33.3%Added
Assetmark, Inc13$5.45K0.00%+11+550.0%Added
Bryn Mawr Trust Co14$5.87K0.00%+14New
Jones Financial Companies LLLP15$6.16K0.00%+10+200.0%Added
Massmutual Trust Co FSB15$6.29K0.00%+5+50.0%Added
IFP Advisors, Inc17$7.12K0.00%+3+21.4%Added
WPG Advisers, LLC18$7.54K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc20$8.38K0.00%00.0%Unchanged
Rise Advisors, LLC21$8.73K0.00%−44−67.7%Reduced
Principal Securities, Inc.21$8.75K0.00%00.0%Unchanged
Brown Brothers Harriman & Co22$9.22K0.00%+22New
Hemington Wealth Management25$10.0K0.00%+8+47.1%Added
Wayfinding Financial, LLC30$12.0K0.01%+30New
Farther Finance Advisors, LLC33$13.6K0.00%−5−13.2%Reduced
DT Investment Partners, LLC33$13.8K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC33$13.8K0.01%+33New
SRS Capital Advisors, Inc.34$14.2K0.00%+7+25.9%Added
Y.D. More Investments Ltd35$14.7K0.00%+4+12.9%Added
Mather Group, LLC.36$15.1K0.00%+36New
Skopos Labs, Inc.38$15.9K0.00%+31+442.9%Added
Nisa Investment Advisors, LLC40$16.8K0.00%−3,228−98.8%Reduced
GWM Advisors LLC40$16.8K0.00%00.0%Unchanged
CWM, LLC41$17.0K0.00%+1+2.5%Added
Itau Unibanco Holding S.A.42$18.0K0.00%+42New
Whittier Trust Co50$21.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC59$24.7K0.00%+29+96.7%Added
Thompson Investment Management, Inc.64$26.8K0.00%00.0%Unchanged
Allworth Financial LP82$33.5K0.00%−2−2.4%Reduced
Shell Asset Management Co84$35.0K0.00%00.0%Unchanged
ORG Partners LLC279$37.0K0.01%+189+210.0%Added
Advisors Asset Management, Inc.95$39.8K0.00%−166−63.6%Reduced
Fifth Third Bancorp111$46.5K0.00%+7+6.7%Added
Coldstream Capital Management Inc113$47.4K0.00%+113New
ASR Vermogensbeheer N.V.116$48.6K0.00%+116New
ORG Wealth Partners, LLC143$58.8K0.02%+143New
Boston Private Wealth LLC148$62.0K0.00%+148New
Smartleaf Asset Management LLC153$62.8K0.01%+153New
Signaturefd, LLC187$78.4K0.00%+4+2.2%Added
Ostrum Asset Management251$105.2K0.01%−19−7.0%Reduced
GAMMA Investing LLC251$105.2K0.01%−19−7.0%Reduced
Ameritas Investment Partners, Inc.253$106.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.276$115.7K0.00%+250+961.5%Added
Capital A Wealth Management, LLC300$125.7K0.13%00.0%Unchanged
Ronald Blue Trust, Inc.309$129.5K0.00%+82+36.1%Added
Tower Research Capital LLC (TRC)351$147.1K0.00%−1,051−75.0%Reduced
Horizon Investments, LLC358$149.5K0.00%+21+6.2%Added
New Age Alpha Advisors, LLC394$165.1K0.01%−1,704−81.2%Reduced
MUFG Securities Americas Inc.442$185.2K0.02%+74+20.1%Added
Versor Investments LP479$200.7K0.03%+479New
Allstate Corp487$204.1K0.01%−278−36.3%Reduced
Integrated Capital Management, Inc.488$204.5K0.16%+2+0.4%Added
Wellington Shields & Co., LLC494$207.0K0.06%00.0%Unchanged
Federation des caisses Desjardins du Quebec494$207.1K0.00%00.0%Unchanged
Bailard, Inc.500$209.5K0.01%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.500$209.5K0.14%00.0%Unchanged
Atria Wealth Solutions, Inc.500$209.5K0.00%00.0%Unchanged
Atala Financial Inc500$209.5K0.16%00.0%Unchanged
Merit Financial Group, LLC504$211.4K0.00%+504New
Keybank National Association510$213.7K0.00%−1,465−74.2%Reduced
Court Place Advisors, LLC513$215.0K0.07%00.0%Unchanged
Avantax Advisory Services, Inc.519$217.4K0.00%00.0%Unchanged
BTS Asset Management, Inc.522$218.8K0.25%+522New
V-Square Quantitative Management LLC530$222.1K0.03%00.0%Unchanged
111 Capital531$222.5K0.04%+531New
Banco Bilbao Vizcaya Argentaria, S.A.536$224.6K0.00%+22+4.3%Added
Gladstone Institutional Advisory LLC540$226.3K0.01%−5−0.9%Reduced