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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 2026

Institutional positions in Erie Indemnity Co as of Mar 31, 2026. 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
403
−11 vs. Q4 2025
Shares held
20.0M
+2.26M (+12.7%) vs. Q4 2025
Total value
$5.02B
−$59.5M (−1.2%) vs. Q4 2025
New holders
55
173 more added
Sold out
66
126 more reduced

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 403 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 2026: $5.02B
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 2026

Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q4 2025.

Institutions holding ERIE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Planning Group LLC1$2220.00%+1New
Principia Wealth Advisory, LLC1$2510.00%−2−66.7%Reduced
Northwestern Mutual Wealth Management Co1$2510.00%00.0%Unchanged
WestEnd Advisors, LLC1$2510.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$2510.00%00.0%Unchanged
Trust Co of Toledo NA1$2510.00%+1New
Colonial Trust Co1$2510.00%+1New
Tidemark, LLC1$2510.00%+1New
Synergy Investment Management, LLC1$2510.00%+1New
MV Capital Management, Inc.1$2520.00%−3−75.0%Reduced
JPL Wealth Management, LLC1$2520.00%+1New
Fortitude Family Office, LLC2$5030.00%−1−33.3%Reduced
Rakuten Securities, Inc.2$5030.00%00.0%Unchanged
Quaker Wealth Management, LLC2$5030.00%+1+100.0%Added
TD Private Client Wealth LLC2$5030.00%+2New
CoreCap Advisors, LLC2$5030.00%+2New
True Wealth Design, LLC2$5030.00%+2New
Larson Financial Group LLC2$5330.00%−6−75.0%Reduced
Bell Investment Advisors, Inc3$7540.00%00.0%Unchanged
SHP Wealth Management3$7540.00%+2+200.0%Added
UMA Financial Services, Inc.3$7540.00%+3New
Abound Wealth Management3$7540.00%+3New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Clear Street Markets LLC4$1.00K0.00%−34−89.5%Reduced
Prestige Wealth Management Group LLC4$1.01K0.00%00.0%Unchanged
Clearstead Advisors, LLC5$1.26K0.00%−65−92.9%Reduced
DiNuzzo Private Wealth, Inc.5$1.26K0.00%−2−28.6%Reduced
Manchester Capital Management LLC5$1.26K0.00%−1−16.7%Reduced
Bruce G. Allen Investments, LLC5$1.26K0.00%+3+150.0%Added
Wolff Wiese Magana LLC5$1.26K0.00%+5New
Burk Holdings LLC5$1.26K0.00%+5New
Cornerstone Financial Management LLC5$1.26K0.00%+5New
Massmutual Trust Co FSB6$1.51K0.00%−40−87.0%Reduced
Pinnacle Wealth Planning Services, Inc.6$1.51K0.00%−1−14.3%Reduced
Aspect Partners, LLC6$1.51K0.00%+1+20.0%Added
Kilter Group LLC6$1.51K0.00%+5+500.0%Added
Private Trust Co NA7$1.76K0.00%+4+133.3%Added
Essential Partners LLC7$1.76K0.00%+4+133.3%Added
Whipplewood Advisors, LLC8$2.01K0.00%+8New
Root Financial Partners, LLC9$2.26K0.00%−19−67.9%Reduced
WPG Advisers, LLC9$2.26K0.00%−8−47.1%Reduced
SJS Investment Consulting Inc.9$2.26K0.00%+5+125.0%Added
Quarry LP10$2.51K0.00%+1+11.1%Added
Spire Wealth Management10$2.51K0.00%+3+42.9%Added
Toth Financial Advisory Corp10$2.51K0.00%00.0%Unchanged
CVA Family Office, LLC11$2.76K0.00%−5−31.3%Reduced
Truvestments Capital LLC12$3.02K0.00%+12New
Advisory Services Network, LLC15$3.77K0.00%+15New
GW&K Investment Management, LLC15$4.00K0.00%+2+15.4%Added
Y.D. More Investments Ltd16$4.02K0.00%−2−11.1%Reduced
Activest Wealth Management16$4.02K0.00%+8+100.0%Added
Zions Bancorporation, National Association17$4.27K0.00%−4−19.0%Reduced
Farmers & Merchants Investments Inc19$4.78K0.00%00.0%Unchanged
SBI Securities Co., Ltd.23$5.78K0.00%+15+187.5%Added
Armstrong Advisory Group, Inc25$6.28K0.00%+7+38.9%Added
Quent Capital, LLC26$6.62K0.00%+21+420.0%Added
IFP Advisors, Inc27$6.79K0.00%+13+92.9%Added
Canada Post Corp Registered Pension Plan30$7.54K0.00%−500−94.3%Reduced
DT Investment Partners, LLC33$8.29K0.00%00.0%Unchanged
Parkside Financial Bank & Trust35$8.80K0.00%+19+118.8%Added
Private Wealth Management Group, LLC38$9.55K0.00%+36+1,800.0%Added
Atlantic Trust, LLC39$9.80K0.00%+10+34.5%Added
GWM Advisors LLC40$10.1K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.40$10.1K0.00%+40New
Versant Capital Management, Inc42$10.6K0.00%+20+90.9%Added
Raiffeisen Bank International AG44$10.9K0.00%00.0%Unchanged
Whittier Trust Co50$12.7K0.00%00.0%Unchanged
Rothschild Investment LLC55$13.8K0.00%+39+243.8%Added
Thompson Investment Management, Inc.64$16.1K0.00%00.0%Unchanged
Assetmark, Inc67$16.8K0.00%+47+235.0%Added
Onefund, LLC69$17.1K0.01%−5−6.8%Reduced
Farther Finance Advisors, LLC74$18.3K0.00%−12−14.0%Reduced
Caitong International Asset Management Co., Ltd74$18.6K0.00%+74New
Horizon Financial Services, LLC77$19.4K0.01%+66+600.0%Added
Mather Group, LLC.77$19.4K0.00%+77New
Tema ETFs LLC107$26.9K0.00%00.0%Unchanged
Federated Hermes, Inc.107$26.9K0.00%+107New
Los Angeles Capital Management LLC124$31.2K0.00%−12,899−99.0%Reduced
Penserra Capital Management LLC138$34.0K0.00%+3+2.2%Added
Basecamp Wealth Advisors LLC149$37.4K0.01%00.0%Unchanged
Signaturefd, LLC190$47.7K0.00%+29+18.0%Added
EverSource Wealth Advisors, LLC224$56.3K0.00%+167+293.0%Added
Ameritas Investment Partners, Inc.235$59.1K0.00%00.0%Unchanged
Financial Consulate, Inc236$59.3K0.01%00.0%Unchanged
Hantz Financial Services, Inc.272$68.0K0.00%+65+31.4%Added
Allworth Financial LP278$70.0K0.00%+49+21.4%Added
Simplex Trading, LLC293$73.6K0.00%+292+29,200.0%Added
Umb Bank N A299$75.1K0.00%+193+182.1%Added
Jones Financial Companies LLLP339$81.7K0.00%+16+5.0%Added
Brown Brothers Harriman & Co332$83.4K0.00%+296+822.2%Added
Siemens Fonds Invest GmbH341$85.7K0.00%−526−60.7%Reduced
Golden State Equity Partners346$87.0K0.01%+346New
Storebrand Asset Management AS369$92.7K0.00%−770−67.6%Reduced
CWM, LLC399$100.3K0.00%+190+90.9%Added
Nisa Investment Advisors, LLC412$103.5K0.00%−125−23.3%Reduced
ORG Wealth Partners, LLC440$110.6K0.02%−289−39.6%Reduced
Smartleaf Asset Management LLC454$112.6K0.00%−10−2.2%Reduced
Rockefeller Capital Management L.P.481$120.9K0.00%+27+5.9%Added
Royal London Asset Management Ltd484$121.6K0.00%+23+5.0%Added
GAMMA Investing LLC536$134.7K0.01%−675−55.7%Reduced