Erie Indemnity Ownership | Who Owns Erie Indemnity?
Erie Indemnity Ownership Summary
Erie Indemnity is owned by 37.92% institutional investors, 45.49% insiders, and 16.59% retail investors. Pnc financial services group is the largest institutional shareholder, holding 10.63% of ERIE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.56% of its assets in Erie Indemnity shares.
ERIE Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Erie Indemnity | 37.92% | 45.49% | 16.59% |
Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Industry | Insurance Brokers Stocks | 29.78% | 13.40% | 56.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Pnc financial services group | 4.91M | 10.63% | $2.02B |
Cresset asset management | 4.88M | 10.56% | $1.69B |
Vanguard group | 2.95M | 6.39% | $1.22B |
Blackrock | 2.43M | 5.22% | $880.41M |
Blackrock funding, inc. /de | 1.70M | 3.68% | $589.40M |
State street | 1.33M | 2.87% | $547.15M |
Geode capital management | 748.88K | 1.62% | $308.05M |
Franklin resources | 716.57K | 1.55% | $295.39M |
Invesco | 518.76K | 1.12% | $213.85M |
Dimensional fund advisors lp | 183.34K | 0.40% | $75.58M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Wedgewood investors inc /pa/ | 22.55K | 9.01% | $7.82M |
Cresset asset management | 4.88M | 7.33% | $1.69B |
Allegheny financial group | 65.64K | 5.05% | $22.76M |
Columbia asset management | 71.41K | 4.87% | $24.76M |
Cook wealth management group | 10.72K | 1.90% | $4.05M |
Pnc financial services group | 4.91M | 1.35% | $2.02B |
First united bank & trust | 10.00K | 1.21% | $3.47M |
Bishop & co investment management | 5.16K | 0.81% | $2.13M |
Srn advisors | 2.20K | 0.70% | $763.98K |
Cboe vest financial | 129.75K | 0.64% | $45.00M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Cresset asset management | 4.88M | 7.33% | 3.13M |
Invesco | 518.76K | 0.04% | 204.01K |
Susquehanna group, llp | 75.24K | 0.00% | 68.54K |
Caisse de depot et placement du quebec | 132.84K | 0.10% | 63.48K |
Vanguard group | 2.95M | 0.02% | 55.32K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
International assets investment management | - | - | -308.24K |
Ubs asset management americas | 151.72K | 0.01% | -62.92K |
State street | 1.33M | 0.02% | -49.68K |
Blackrock | 2.43M | 0.02% | -46.08K |
Qube research | - | - | -35.73K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Summit trail advisors | 21.94K | 0.13% | 21.94K | $7.61M |
Capital fund management | 16.64K | 0.02% | 16.64K | $6.86M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 15.65K | 0.06% | 15.65K | $5.67M |
Trexquant investment lp | 13.93K | 0.07% | 13.93K | $5.74M |
Cubist systematic strategies | 12.48K | 0.03% | 12.48K | $5.14M |
Sold Out
Holder | Change |
---|---|
Capital performance advisors llp | -1.00 |
Nelson, van denburg & campbell wealth management group | -1.00 |
Tfo-tdc | -1.00 |
Hhm wealth advisors | -1.00 |
Capital advisors | -1.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 415 | 0.48% | 19,829,566 | 14.76% | 37 | 2.71% | 199 | -13.10% | 144 | 19.01% |
Dec 31, 2024 | 223 | -41.01% | 12,739,039 | -25.23% | 27 | 2.03% | 116 | -43.41% | 72 | -41.46% |
Sep 30, 2024 | 375 | 20.58% | 17,030,379 | 1.83% | 36 | 2.86% | 205 | 51.85% | 120 | 2.56% |
Jun 30, 2024 | 308 | -4.05% | 16,720,848 | -0.83% | 35 | 2.74% | 133 | -13.07% | 117 | 9.35% |
Mar 31, 2024 | 321 | 6.29% | 16,861,218 | 1.08% | 36 | 2.82% | 153 | 15.91% | 107 | -7.76% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 817.64K | 1.56% | 2.99K |
Vanguard US Total Market Shares ETF | 805.42K | 1.54% | 616.00 |
Vanguard Institutional 500 Index Trust | 709.90K | 1.36% | 5.93K |
Vanguard 500 Index Investor | 707.10K | 1.35% | -2.80K |
Vanguard Small Cap Index | 620.80K | 1.19% | -20.01K |
Franklin Rising Dividends A | 604.25K | 1.16% | - |
Franklin Rising Dividends Fund A | 604.25K | 1.16% | - |
Invesco S&P 500® Equal Weight ETF | 396.09K | 0.76% | 110.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 381.71K | 0.73% | 271.00 |
ProShares S&P 500 Dividend Aristocrats | 380.03K | 0.73% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 27, 2024 | HARTZ CHARLES SCOTT | - | Sell | $242.91K |
Aug 13, 2024 | HARTZ CHARLES SCOTT | - | Sell | $226.63K |
Feb 29, 2024 | BORNEMAN J RALPH JR | - | Sell | $4.07M |
Aug 18, 2023 | Cipriani Marc | Senior Vice President | Sell | $565.04K |
Mar 17, 2023 | Hagen Thomas B | - | Buy | - |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | - |
2025 Q2 | - | - |
2025 Q1 | - | - |
2024 Q4 | - | - |
2024 Q3 | - | 2 |
ERIE Ownership FAQ
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