Erie Indemnity Ownership | Who Owns Erie Indemnity?
Erie Indemnity Ownership Summary
Erie Indemnity is owned by 35.06% institutional investors, 45.48% insiders, and 19.46% retail investors. Cresset asset management is the largest institutional shareholder, holding 10.56% of ERIE shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.54% of its assets in Erie Indemnity shares.
ERIE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Erie Indemnity | 35.06% | 45.48% | 19.46% |
| Sector | Financial Services Stocks | 32.01% | 15.42% | 52.57% |
| Industry | Insurance Brokers Stocks | 23.76% | 15.83% | 60.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Cresset asset management | 4.88M | 10.56% | $1.55B |
| Pnc financial services group | 4.91M | 10.54% | $1.41B |
| Vanguard group | 2.92M | 6.27% | $837.43M |
| Blackrock | 2.43M | 5.22% | $880.41M |
| Blackrock funding, inc. /de | 1.56M | 3.35% | $446.93M |
| State street | 1.37M | 2.97% | $437.01M |
| Geode capital management | 810.42K | 1.74% | $231.57M |
| Invesco | 708.58K | 1.53% | $225.44M |
| Franklin resources | 499.30K | 1.07% | $143.12M |
| Proshare advisors | 498.47K | 1.07% | $142.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wedgewood investors inc /pa/ | 18.17K | 5.93% | $5.21M |
| Cresset asset management | 4.88M | 5.84% | $1.55B |
| Columbia asset management | 71.75K | 3.66% | $20.57M |
| Allegheny financial group | 65.65K | 2.79% | $18.82M |
| Cook wealth management group | 10.72K | 1.90% | $4.05M |
| Pnc financial services group | 4.91M | 0.77% | $1.41B |
| Srn advisors | 2.20K | 0.70% | $763.98K |
| Cboe vest financial | 152.84K | 0.56% | $43.81M |
| Laraway financial advisors | 1.96K | 0.43% | $623.59K |
| Sovereign's capital management | 2.38K | 0.41% | $756.58K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 171.99K | 0.01% | 171.99K |
| Susquehanna group, llp | 75.24K | 0.00% | 68.54K |
| Goldman sachs group | 265.98K | 0.01% | 66.15K |
| Morgan stanley | 399.08K | 0.01% | 63.08K |
| Tudor investment corp et al | 50.81K | 0.03% | 44.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | - | - | -308.24K |
| Franklin resources | 499.30K | 0.04% | -189.74K |
| Jpmorgan chase | 49.20K | 0.00% | -85.13K |
| Atlantic union bankshares | - | - | -74.38K |
| Blackrock | 2.43M | 0.02% | -46.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 171.99K | 0.01% | 171.99K | $49.30M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 15.65K | 0.06% | 15.65K | $5.67M |
| Rakuten investment management | 14.63K | 0.01% | 14.63K | $3.74M |
| Agf management | 9.31K | 0.01% | 9.31K | $2.96M |
| Ieq capital | 4.59K | 0.00% | 4.59K | $1.32M |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -1.00 |
| Tfo-tdc | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Hhm wealth advisors | -1.00 |
| Johnson financial group | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 290 | -31.92% | 16,329,663 | -20.82% | 35 | 1.76% | 151 | -33.19% | 93 | -29.01% |
| Sep 30, 2025 | 408 | 0.49% | 23,680,079 | 3.77% | 51 | 2.10% | 217 | -3.13% | 123 | -3.91% |
| Jun 30, 2025 | 413 | -1.20% | 23,345,988 | 17.73% | 50 | 3.51% | 228 | 14.00% | 129 | -11.64% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 805.42K | 1.54% | 616.00 |
| Vanguard Total Stock Mkt Idx Inv | 800.61K | 1.53% | -17.03K |
| Vanguard 500 Index Investor | 616.89K | 1.18% | -90.21K |
| Vanguard Small Cap Index | 616.82K | 1.18% | -3.98K |
| Franklin Rising Dividends A | 604.25K | 1.16% | - |
| Franklin Rising Dividends Fund A | 604.25K | 1.16% | - |
| ProShares S&P 500 Dividend Aristocrats | 459.70K | 0.88% | - |
| Invesco S&P 500® Equal Weight ETF | 396.57K | 0.76% | 580.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 381.71K | 0.73% | 271.00 |
| Vanguard Small Cap Growth Index Inv | 347.58K | 0.66% | -533.00 |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
ERIE Ownership FAQ
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