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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 2025

Institutional positions in Erie Indemnity Co as of Dec 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
423
+11 vs. Q3 2025
Shares held
20.8M
+235.7K (+1.1%) vs. Q3 2025
Total value
$5.97B
−$578.5M (−8.8%) vs. Q3 2025
New holders
59
174 more added
Sold out
48
133 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 423 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 2025: $5.97B
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 2025

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2025.

Institutions holding ERIE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+1+100.0%Added
Dunhill Financial, LLC1$1930.00%+1New
Simplex Trading, LLC1$2860.00%−17−94.4%Reduced
Bay Harbor Wealth Management, LLC1$2860.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$2870.00%−1−50.0%Reduced
Quaker Wealth Management, LLC1$2870.00%00.0%Unchanged
American Capital Advisory, LLC1$2870.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1$2870.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$2870.00%+1New
WestEnd Advisors, LLC1$2870.00%+1New
NVWM, LLC1$2870.00%+1New
SHP Wealth Management1$2870.00%+1New
SageView Advisory Group, LLC1$2870.00%+1New
Rialto Wealth Management, LLC1$2870.00%+1New
Kilter Group LLC1$2870.00%+1New
HFM Investment Advisors, LLC1$2870.00%+1New
Aventura Private Wealth, LLC1$2870.00%+1New
Three Bearings Fiduciary Advisors, Inc.2$5670.00%+2New
Bruce G. Allen Investments, LLC2$5730.00%00.0%Unchanged
Rakuten Securities, Inc.2$5730.00%00.0%Unchanged
Wealth Watch Advisors, INC2$5730.00%00.0%Unchanged
Private Wealth Management Group, LLC2$5740.00%−12−85.7%Reduced
Breakwater Investment Management2$5740.00%+2New
Fortitude Family Office, LLC3$8600.00%−4−57.1%Reduced
Bell Investment Advisors, Inc3$8600.00%−1−25.0%Reduced
Private Trust Co NA3$8600.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$8600.00%+1+50.0%Added
Essential Partners LLC3$8600.00%+2+200.0%Added
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$1.15K0.00%00.0%Unchanged
MV Capital Management, Inc.4$1.15K0.00%+2+100.0%Added
Bogart Wealth, LLC4$1.15K0.00%+4New
SJS Investment Consulting Inc.4$1.15K0.00%+2+100.0%Added
Howard Hughes Medical Institute5$1.43K0.00%00.0%Unchanged
Aspect Partners, LLC5$1.43K0.00%00.0%Unchanged
Networth Advisors, LLC5$1.43K0.00%+5New
Sachetta, LLC5$1.43K0.00%+5New
Quent Capital, LLC5$1.53K0.00%−3−37.5%Reduced
Manchester Capital Management LLC6$1.72K0.00%−1−14.3%Reduced
DiNuzzo Private Wealth, Inc.7$2.01K0.00%+1+16.7%Added
Spire Wealth Management7$2.01K0.00%+5+250.0%Added
Pinnacle Wealth Planning Services, Inc.7$2.01K0.00%+7New
SBI Securities Co., Ltd.8$2.29K0.00%+1+14.3%Added
Activest Wealth Management8$2.29K0.00%+4+100.0%Added
Larson Financial Group LLC8$2.33K0.00%+7+700.0%Added
Quest 10 Wealth Builders, Inc.9$2.58K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC9$2.58K0.00%+5+125.0%Added
Quarry LP9$2.58K0.00%+9New
Toth Financial Advisory Corp10$2.87K0.00%00.0%Unchanged
Ares Financial Consulting, LLC10$2.87K0.00%+10New
Horizon Financial Services, LLC11$3.15K0.00%−12−52.2%Reduced
GW&K Investment Management, LLC13$4.00K0.00%+12+1,200.0%Added
IFP Advisors, Inc14$4.01K0.00%+3+27.3%Added
CVA Family Office, LLC16$4.59K0.00%−6−27.3%Reduced
Rothschild Investment LLC16$4.59K0.00%+11+220.0%Added
J.Safra Asset Management Corp16$4.59K0.00%+16New
Parkside Financial Bank & Trust16$4.59K0.00%+3+23.1%Added
Fideuram Asset Management (Ireland) dac12$4.65K0.00%+12New
WPG Advisers, LLC17$4.87K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc18$5.16K0.00%−13−41.9%Reduced
Y.D. More Investments Ltd18$5.16K0.00%−2−10.0%Reduced
Farmers & Merchants Investments Inc19$5.45K0.00%00.0%Unchanged
Assetmark, Inc20$5.73K0.00%+7+53.8%Added
Zions Bancorporation, National Association21$6.02K0.00%+8+61.5%Added
ZRC Wealth Management, LLC21$6.02K0.00%+21New
Versant Capital Management, Inc22$6.31K0.00%−10−31.3%Reduced
Kingdom Financial Group LLC.25$7.19K0.00%+25New
Root Financial Partners, LLC28$8.03K0.00%+11+64.7%Added
SRS Capital Advisors, Inc.28$8.03K0.00%−1,166−97.7%Reduced
Atlantic Trust, LLC29$8.31K0.00%+23+383.3%Added
MCF Advisors LLC30$8.60K0.00%+30New
DT Investment Partners, LLC33$9.46K0.00%00.0%Unchanged
DV Equities, LLC35$10.0K0.00%+35New
Brown Brothers Harriman & Co36$10.3K0.00%+13+56.5%Added
Clear Street Markets LLC38$10.9K0.00%−6−13.6%Reduced
Lloyd Advisory Services, LLC.39$11.2K0.00%+39New
GWM Advisors LLC40$11.5K0.00%00.0%Unchanged
Raiffeisen Bank International AG44$12.7K0.00%00.0%Unchanged
Elyxium Wealth, LLC46$13.2K0.00%+46New
Massmutual Trust Co FSB46$13.2K0.00%+14+43.8%Added
Whittier Trust Co50$14.3K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC57$16.3K0.00%−35−38.0%Reduced
Thompson Investment Management, Inc.64$18.3K0.00%00.0%Unchanged
Sentry Investment Management LLC69$20.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC70$20.1K0.00%+50+250.0%Added
Onefund, LLC74$21.2K0.01%+5+7.2%Added
Farther Finance Advisors, LLC86$24.7K0.00%+14+19.4%Added
Umb Bank N A106$30.4K0.00%+45+73.8%Added
Tema ETFs LLC107$30.7K0.00%+107New
Penserra Capital Management LLC135$38.0K0.00%−1−0.7%Reduced
Basecamp Wealth Advisors LLC149$42.7K0.01%+149New
Signaturefd, LLC161$46.2K0.00%−9−5.3%Reduced
Global Retirement Partners, LLC178$51.1K0.00%−81−31.3%Reduced
Hantz Financial Services, Inc.207$59.0K0.00%+172+491.4%Added
CWM, LLC209$60.0K0.00%+125+148.8%Added
Allworth Financial LP229$65.6K0.00%+41+21.8%Added
Ameritas Investment Partners, Inc.235$67.4K0.00%00.0%Unchanged
Financial Consulate, Inc236$67.7K0.01%−5−2.1%Reduced
ORG Partners LLC318$91.1K0.02%+17+5.6%Added
Jones Financial Companies LLLP323$92.5K0.00%+212+191.0%Added