Erie Indemnity Ownership | Who Owns Erie Indemnity?


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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


TypeName% Inst% Insiders% Retail
StockErie Indemnity37.92%45.49%16.59%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryInsurance Brokers Stocks29.78%13.40%56.82%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Pnc financial services group4.91M10.63%$2.02B
Cresset asset management4.88M10.56%$1.69B
Vanguard group2.95M6.39%$1.22B
Blackrock2.43M5.22%$880.41M
Blackrock funding, inc. /de1.70M3.68%$589.40M
State street1.33M2.87%$547.15M
Geode capital management748.88K1.62%$308.05M
Franklin resources716.57K1.55%$295.39M
Invesco518.76K1.12%$213.85M
Dimensional fund advisors lp183.34K0.40%$75.58M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wedgewood investors inc /pa/22.55K9.01%$7.82M
Cresset asset management4.88M7.33%$1.69B
Allegheny financial group65.64K5.05%$22.76M
Columbia asset management71.41K4.87%$24.76M
Cook wealth management group10.72K1.90%$4.05M
Pnc financial services group4.91M1.35%$2.02B
First united bank & trust10.00K1.21%$3.47M
Bishop & co investment management5.16K0.81%$2.13M
Srn advisors2.20K0.70%$763.98K
Cboe vest financial129.75K0.64%$45.00M

Top Buyers

HolderShares% AssetsChange
Cresset asset management4.88M7.33%3.13M
Invesco518.76K0.04%204.01K
Susquehanna group, llp75.24K0.00%68.54K
Caisse de depot et placement du quebec132.84K0.10%63.48K
Vanguard group2.95M0.02%55.32K

Top Sellers

HolderShares% AssetsChange
International assets investment management---308.24K
Ubs asset management americas151.72K0.01%-62.92K
State street1.33M0.02%-49.68K
Blackrock2.43M0.02%-46.08K
Qube research---35.73K

New Positions

HolderShares% AssetsChangeValue
Summit trail advisors21.94K0.13%21.94K$7.61M
Capital fund management16.64K0.02%16.64K$6.86M
Fjarde ap-fonden (the fourth swedish national pensionfund)15.65K0.06%15.65K$5.67M
Trexquant investment lp13.93K0.07%13.93K$5.74M
Cubist systematic strategies12.48K0.03%12.48K$5.14M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20254150.48%19,829,56614.76%372.71%199-13.10%14419.01%
Dec 31, 2024223-41.01%12,739,039-25.23%272.03%116-43.41%72-41.46%
Sep 30, 202437520.58%17,030,3791.83%362.86%20551.85%1202.56%
Jun 30, 2024308-4.05%16,720,848-0.83%352.74%133-13.07%1179.35%
Mar 31, 20243216.29%16,861,2181.08%362.82%15315.91%107-7.76%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv817.64K1.56%2.99K
Vanguard US Total Market Shares ETF805.42K1.54%616.00
Vanguard Institutional 500 Index Trust709.90K1.36%5.93K
Vanguard 500 Index Investor707.10K1.35%-2.80K
Vanguard Small Cap Index620.80K1.19%-20.01K
Franklin Rising Dividends A604.25K1.16%-
Franklin Rising Dividends Fund A604.25K1.16%-
Invesco S&P 500® Equal Weight ETF396.09K0.76%110.00
Vanguard Institutional Extnd Mkt Idx Tr381.71K0.73%271.00
ProShares S&P 500 Dividend Aristocrats380.03K0.73%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 27, 2024HARTZ CHARLES SCOTT-Sell$242.91K
Aug 13, 2024HARTZ CHARLES SCOTT-Sell$226.63K
Feb 29, 2024BORNEMAN J RALPH JR-Sell$4.07M
Aug 18, 2023Cipriani Marc Senior Vice PresidentSell$565.04K
Mar 17, 2023Hagen Thomas B-Buy-

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3-2

ERIE Ownership FAQ


Who Owns Erie Indemnity?

Erie Indemnity shareholders are primarily institutional investors at 37.92%, followed by 45.49% insiders and 16.59% retail investors. The average institutional ownership in Erie Indemnity's industry, Insurance Brokers Stocks, is 29.78%, which Erie Indemnity exceeds.

Who owns the most shares of Erie Indemnity?

Erie Indemnity’s largest shareholders are Pnc financial services group (4.91M shares, 10.63%), Cresset asset management (4.88M shares, 10.56%), and Vanguard group (2.95M shares, 6.39%). Together, they hold 27.58% of Erie Indemnity’s total shares outstanding.

Does Blackrock own Erie Indemnity?

Yes, BlackRock owns 5.22% of Erie Indemnity, totaling 2.43M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 880.41M$. In the last quarter, BlackRock decreased its holdings by -46.082K shares, a -1.86% change.

Who is Erie Indemnity’s biggest shareholder by percentage of total assets invested?

Wedgewood investors inc /pa/ is Erie Indemnity’s biggest shareholder by percentage of total assets invested, with 9.01% of its assets in 22.55K Erie Indemnity shares, valued at 7.82M$.

Who is the top mutual fund holder of Erie Indemnity shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Erie Indemnity shares, with 1.56% of its total shares outstanding invested in 817.64K Erie Indemnity shares.

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