Erie Indemnity Ownership 2024 | Who Owns Erie Indemnity Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

36.08%

Insider Ownership

45.51%

Retail Ownership

18.41%

Institutional Holders

316.00

Erie Indemnity Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PNC FINANCIAL SERVICES GROUP, INC.10.55%1.37%4,911,591-154-0.00%1,972,347,598,000Mar 31, 2024
VANGUARD GROUP INC5.32%0.02%2,477,2924340.02%994,806,149Mar 31, 2024
BLACKROCK INC.5.32%0.02%2,475,471-13,236-0.53%994,075,083Mar 31, 2024
STATE STREET CORP2.35%0.02%1,096,114382,61853.63%440,166,499Mar 31, 2024
FRANKLIN RESOURCES INC1.66%0.10%772,849-38,062-4.69%310,352,973Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.01%0.02%470,02451,57612.33%188,505,835Mar 31, 2024
INVESCO LTD.0.63%0.03%294,338142,88594.34%118,197,311Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.59%0.04%276,466-26,302-8.69%111,020,450Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.43%0.02%200,990-7,644-3.66%80,711,519Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.40%0.02%186,914-38,332-17.02%75,059,056Mar 31, 2024
APG ASSET MANAGEMENT N.V.0.36%0.11%167,492-8,395-4.77%62,277,558Mar 31, 2024
NORTHERN TRUST CORP0.33%0.01%151,351-22,374-12.88%60,778,020Mar 31, 2024
ATLANTIC UNION BANKSHARES CORP0.31%4.96%146,552--58,850,887Mar 31, 2024
GOLDMAN SACHS GROUP INC0.30%0.01%141,474-6,502-4.39%56,811,714Mar 31, 2024
MORGAN STANLEY0.30%0.00%139,1735,6484.23%55,888,225Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.29%0.01%136,6166080.45%54,860,887Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.29%0.01%136,529-7,537-5.23%54,825,950Mar 31, 2024
JPMORGAN CHASE & CO0.26%0.00%119,87213,20712.38%48,136,999Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.21%0.02%99,1481,8291.88%39,814,863Mar 31, 2024
COLUMBIA ASSET MANAGEMENT0.19%6.11%89,978--30,136,000Mar 31, 2024

Erie Indemnity's largest institutional shareholder is PNC FINANCIAL SERVICES GROUP, INC., holding 10.55% of the company's total share outstanding, currently valued at $1.97T. The top 10 institutional shareholders own together 28.26% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLEGHENY FINANCIAL GROUP LTD0.14%8.15%65,730-4,606-6.55%26,395,033Mar 31, 2024
COLUMBIA ASSET MANAGEMENT0.19%6.11%89,978--30,136,000Mar 31, 2024
ATLANTIC UNION BANKSHARES CORP0.31%4.96%146,552--58,850,887Mar 31, 2024
COOK WEALTH MANAGEMENT GROUP LLC0.02%2.58%11,14911,149100.00%4,291,696Mar 31, 2024
FIRST UNITED BANK & TRUST0.02%1.49%10,000--4,015,700Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.10.55%1.37%4,911,591-154-0.00%1,972,347,598,000Mar 31, 2024
REHMANN CAPITAL ADVISORY GROUP0.06%0.90%30,058--12,070,391Mar 31, 2024
BISHOP & CO INVESTMENT MANAGEMENT, LLC0.01%0.79%4,735--1,901,434Mar 31, 2024
LARAWAY FINANCIAL ADVISORS INC0.00%0.76%2,160-30-1.37%867,391Mar 31, 2024
ECON FINANCIAL SERVICES CORP0.01%0.68%2,747-24-0.87%1,102,968Mar 31, 2024
MFA WEALTH ADVISORS, LLC0.01%0.47%4,479--1,798,632Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.10%0.43%46,10046,100100.00%18,512,377Mar 31, 2024
FORT PITT CAPITAL GROUP, LLC0.07%0.43%34,50034,500100.00%13,854,165Mar 31, 2024
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV0.01%0.42%2,550--1,024,004Mar 31, 2024
ADE, LLC0.00%0.40%1,488--597,536Mar 31, 2024
DORSEY WRIGHT & ASSOCIATES0.01%0.39%3,7233,723100.00%1,495,000Mar 31, 2024
TOBAM0.02%0.37%10,272-1,074-9.47%4,125,000Mar 31, 2024
CNB BANK0.00%0.35%1,763--707,968Mar 31, 2024
FCF ADVISORS LLC0.01%0.32%3,208-540-14.41%1,288,237Mar 31, 2024
CULBERTSON A N & CO INC0.01%0.28%4,014-130-3.14%1,611,902Mar 31, 2024

The largest Erie Indemnity shareholder by % of total assets is ALLEGHENY FINANCIAL GROUP LTD. The company owns 65.73K shares of Erie Indemnity (ERIE), representing 8.15% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STATE STREET CORP2.35%0.02%1,096,114382,61853.63%440,166,499Mar 31, 2024
INVESCO LTD.0.63%0.03%294,338142,88594.34%118,197,311Mar 31, 2024
PROSHARE ADVISORS LLC0.19%0.09%88,49187,1796644.74%35,535,332Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.01%0.02%470,02451,57612.33%188,505,835Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.10%0.43%46,10046,100100.00%18,512,377Mar 31, 2024
FORT PITT CAPITAL GROUP, LLC0.07%0.43%34,50034,500100.00%13,854,165Mar 31, 2024
CITADEL ADVISORS LLC0.08%0.00%36,37932,567854.33%14,608,715Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%31,00031,000100.00%12,448,670Mar 31, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM0.06%0.02%29,90928,7372451.96%6,928,719Mar 31, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC0.19%0.09%89,22124,20337.23%35,828,478Mar 31, 2024
DNB ASSET MANAGEMENT AS0.04%0.04%20,85820,858100.00%8,375,947Mar 31, 2024
BANK OF AMERICA CORP /DE/0.07%0.00%30,49117,152128.59%12,244,237,000Mar 31, 2024
JPMORGAN CHASE & CO0.26%0.00%119,87213,20712.38%48,136,999Mar 31, 2024
COOK WEALTH MANAGEMENT GROUP LLC0.02%2.58%11,14911,149100.00%4,291,696Mar 31, 2024
SEI INVESTMENTS CO0.03%0.01%14,27611,038340.89%5,732,816Mar 31, 2024
SG AMERICAS SECURITIES, LLC0.03%0.02%12,7028,771223.12%5,101,000Mar 31, 2024
CITADEL ADVISORS LLC0.07%0.00%34,8006,80024.29%13,974,636Mar 31, 2024
MAN GROUP PLC0.07%0.03%34,2676,76124.58%13,760,599Mar 31, 2024
MORGAN STANLEY0.30%0.00%139,1735,6484.23%55,888,225Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.01%0.05%6,1695,596976.61%2,477,000Mar 31, 2024

As of Mar 31 2024, Erie Indemnity's largest institutional buyer is STATE STREET CORP. The company purchased 382.62K stocks of ERIE, valued at $440.17M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FIRST TRUST ADVISORS LP0.04%0.01%17,687-200,652-91.90%7,102,568Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.00%0.00%683-46,276-98.55%274,272Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.40%0.02%186,914-38,332-17.02%75,059,056Mar 31, 2024
FRANKLIN RESOURCES INC1.66%0.10%772,849-38,062-4.69%310,352,973Mar 31, 2024
CITIGROUP INC0.10%0.01%44,426-36,670-45.22%17,840,149Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.----31,152-100.00%-Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.59%0.04%276,466-26,302-8.69%111,020,450Mar 31, 2024
PEAK6 INVESTMENTS LLC0.01%0.01%5,000-23,300-82.33%2,007,850Mar 31, 2024
NORTHERN TRUST CORP0.33%0.01%151,351-22,374-12.88%60,778,020Mar 31, 2024
TRUIST FINANCIAL CORP0.15%0.04%69,725-19,000-21.41%27,999,469Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC0.01%0.00%3,094-17,442-84.93%1,242,458Mar 31, 2024
OLD MISSION CAPITAL LLC----16,384-100.00%-Mar 31, 2024
BRIDGEWATER ASSOCIATES, LP----15,790-100.00%-Mar 31, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.01%0.01%4,622-13,308-74.22%1,856,000Mar 31, 2024
BLACKROCK INC.5.32%0.02%2,475,471-13,236-0.53%994,075,083Mar 31, 2024
BNP PARIBAS ARBITRAGE, SNC0.04%0.01%17,522-10,799-38.13%7,036,310Mar 31, 2024
MIRABELLA FINANCIAL SERVICES LLP----10,729-100.00%-Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.01%2,329-10,573-81.95%935,256Mar 31, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----10,000-100.00%-Mar 31, 2024
BARCLAYS PLC0.07%0.00%34,762-9,891-22.15%13,958,000Mar 31, 2024

As of Mar 31 2024, Erie Indemnity's biggest institutional seller is FIRST TRUST ADVISORS LP. The company sold -0.20M shares of ERIE, valued at $7.10M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.10%0.43%46,10046,100100.00%18,512,377Mar 31, 2024
FORT PITT CAPITAL GROUP, LLC0.07%0.43%34,50034,500100.00%13,854,165Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.00%31,00031,000100.00%12,448,670Mar 31, 2024
DNB ASSET MANAGEMENT AS0.04%0.04%20,85820,858100.00%8,375,947Mar 31, 2024
COOK WEALTH MANAGEMENT GROUP LLC0.02%2.58%11,14911,149100.00%4,291,696Mar 31, 2024
FORSTA AP-FONDEN0.01%0.02%5,1005,100100.00%2,048,007Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.01%0.00%4,6004,600100.00%1,847,222Mar 31, 2024
DORSEY WRIGHT & ASSOCIATES0.01%0.39%3,7233,723100.00%1,495,000Mar 31, 2024
1832 ASSET MANAGEMENT L.P.0.01%0.00%3,2923,292100.00%1,321,968Mar 31, 2024
XTX TOPCO LTD0.01%0.13%2,3362,336100.00%938,068Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.00%0.22%2,2142,214100.00%889,076Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.00%0.00%2,2002,200100.00%883,454Mar 31, 2024
MARSHALL WACE, LLP0.00%0.00%2,1482,148100.00%862,572Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.00%0.03%2,0402,040100.00%819,203Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.00%0.00%1,9881,988100.00%799,000Mar 31, 2024
LAURION CAPITAL MANAGEMENT LP0.00%0.00%1,3431,343100.00%539,309Mar 31, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.00%0.02%1,2551,255100.00%503,971Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO0.00%0.02%1,1741,174100.00%471,443Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.0.00%0.01%1,1401,140100.00%457,797Mar 31, 2024
SIEMENS FONDS INVEST GMBH0.00%0.03%1,0841,084100.00%435,302Mar 31, 2024
ARMISTICE CAPITAL, LLC0.00%0.00%909909100.00%365,027Mar 31, 2024
CYNOSURE MANAGEMENT, LLC0.00%0.05%741741100.00%297,563Mar 31, 2024
ETHIC INC.0.00%0.01%733733100.00%294,351Mar 31, 2024
QUANTINNO CAPITAL MANAGEMENT LP0.00%0.01%706706100.00%284,000Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.00%0.03%684684100.00%275,000Mar 31, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.00%0.17%600600100.00%240,942Mar 31, 2024
CETERA ADVISOR NETWORKS LLC0.00%0.00%576576100.00%231,304Mar 31, 2024
JOURNEY STRATEGIC WEALTH LLC0.00%0.01%551551100.00%221,347Mar 31, 2024
GLADSTONE INSTITUTIONAL ADVISORY LLC0.00%0.01%515515100.00%206,809Mar 31, 2024
AVANTAX ADVISORY SERVICES, INC.0.00%0.00%514514100.00%206,445Mar 31, 2024
COURT PLACE ADVISORS, LLC0.00%0.07%513513100.00%206,005Mar 31, 2024
ATRIA WEALTH SOLUTIONS, INC.0.00%0.00%512512100.00%205,604Mar 31, 2024
BAILARD, INC.0.00%0.01%500500100.00%200,785Mar 31, 2024
BILL FEW ASSOCIATES, INC.0.00%0.08%500500100.00%200,785Mar 31, 2024
GODSHALK WELSH CAPITAL MANAGEMENT, INC.0.00%0.13%500500100.00%200,785Mar 31, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.0.00%0.00%408408100.00%164,000Mar 31, 2024
0.00%0.00%318318100.00%111,483Mar 31, 2024
CENTRAL TRUST CO0.00%0.00%200200100.00%80,314Mar 31, 2024
USA FINANCIAL PORTFORMULAS CORP0.00%0.01%9999100.00%39,755Mar 31, 2024
0.00%0.04%9696100.00%38,551Mar 31, 2024
RISE ADVISORS, LLC0.00%0.01%6464100.00%25,700Mar 31, 2024
TD WATERHOUSE CANADA INC.0.00%0.00%5353100.00%24,212Mar 31, 2024
WALLEYE CAPITAL LLC0.00%-4848100.00%19,275Mar 31, 2024
ATLAS CAPITAL ADVISORS LLC-0.00%1414100.00%5,621Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%88100.00%2,672,000Mar 31, 2024
HORIZON INVESTMENTS, LLC-0.00%55100.00%2,001Mar 31, 2024
QUEST PARTNERS LLC-0.00%33100.00%1,205Mar 31, 2024

Erie Indemnity's largest new institutional shareholder by number of shares is SUSQUEHANNA PORTFOLIO STRATEGIES, LLC, purchased 46.10K shares, valued at $18.51M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.----31,152-100.00%-Mar 31, 2024
OLD MISSION CAPITAL LLC----16,384-100.00%-Mar 31, 2024
BRIDGEWATER ASSOCIATES, LP----15,790-100.00%-Mar 31, 2024
MIRABELLA FINANCIAL SERVICES LLP----10,729-100.00%-Mar 31, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----10,000-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----9,591-100.00%-Mar 31, 2024
HRT FINANCIAL LP----8,642-100.00%-Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC----7,221-100.00%-Mar 31, 2024
ESTATE COUNSELORS, LLC----5,270-100.00%-Mar 31, 2024
MITCHELL SINKLER & STARR/PA----3,868-100.00%-Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----3,770-100.00%-Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC----3,571-100.00%-Mar 31, 2024
PRUDENTIAL PLC----2,169-100.00%-Mar 31, 2024
SIMPLEX TRADING, LLC----1,769-100.00%-Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.----1,663-100.00%-Mar 31, 2024
TWIN TREE MANAGEMENT, LP----1,150-100.00%-Mar 31, 2024
SIGNIFICANT WEALTH PARTNERS LLC----1,130-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----968-100.00%-Mar 31, 2024
J. W. COONS ADVISORS, LLC----900-100.00%-Mar 31, 2024
FIFTH LANE CAPITAL, LP----756-100.00%-Mar 31, 2024
STRATOS WEALTH ADVISORS, LLC----734-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----700-100.00%-Mar 31, 2024
INVESTMENT MANAGEMENT CORP OF ONTARIO----610-100.00%-Mar 31, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----600-100.00%-Mar 31, 2024
OSSIAM----430-100.00%-Mar 31, 2024
AXS INVESTMENTS LLC----330-100.00%-Mar 31, 2024
NATIXIS----134-100.00%-Mar 31, 2024
TANDEM WEALTH ADVISORS LLC----43-100.00%-Mar 31, 2024

Erie Indemnity's largest sold out institutional shareholder by shares sold is BALYASNY ASSET MANAGEMENT L.P., sold -31.15K shares, valued at -, as of undefined.

Erie Indemnity Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.15%584--Jan 31, 2024
OSI ETF Trust0.11%19,0251,0205.67%Mar 31, 2022
FRANKLIN MANAGED TRUST0.08%723,978--Dec 31, 2023
SEI Exchange Traded Funds0.07%9798910.00%Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.05%202,202-2,176-1.06%Dec 29, 2023
BNY MELLON MIDCAP INDEX FUND, INC.0.04%15,423-1,073-6.50%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.04%17,456--Dec 31, 2023
Voya Global Advantage & Premium Opportunity Fund0.03%1,719-894-34.21%Feb 29, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.03%5,202-2,712-34.27%Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.02%3,721--Dec 29, 2023
Elevation Series Trust0.02%97012815.20%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.02%200,604-24,645-10.94%Dec 31, 2023
ROYCE VALUE TRUST, INC.0.02%22,600--Dec 31, 2023
Transparent Value Trust0.02%260203356.14%Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.01%50,797-505-0.98%Feb 29, 2024
Federated Hermes Index Trust0.01%2,469-95-3.71%Jan 31, 2024
FRANKLIN FUND ALLOCATOR SERIES0.01%13,554--Jan 31, 2024
DEUTSCHE DWS INSTITUTIONAL FUNDS0.01%2,725--Dec 31, 2023
TrimTabs ETF Trust0.01%3,74852616.33%Jan 31, 2024
VANGUARD INDEX FUNDS0.01%2,546,673383,91917.75%Dec 31, 2023
Northern Lights Variable Trust0.00%4,826--Dec 31, 2023
BRIDGEWAY FUNDS INC0.00%12,200--Dec 29, 2023
Humankind Benefit Corp0.00%101--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.00%7,076--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%16,255-430-2.58%Jan 31, 2024
SYNTAX ETF TRUST0.00%120-30-20.00%Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.00%11,2401551.40%Feb 29, 2024
ROYCE FUND0.00%21,443--Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%689--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%6,302--Dec 31, 2023
FIRST TRUST VARIABLE INSURANCE TRUST0.00%13,512--Dec 29, 2023
VANGUARD SPECIALIZED FUNDS0.00%142,8171050.07%Jan 31, 2024
ALPS ETF Trust0.00%28,415--Feb 29, 2024
Calvert Variable Products, Inc.0.00%5,507-87-1.56%Dec 31, 2023
TIMOTHY PLAN0.00%9,603--Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%12,5882752.23%Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%43,564--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%140,235128,1241057.91%Jan 31, 2024
Nushares ETF Trust0.00%9,959--Jan 31, 2024
VANGUARD EXPLORER FUND0.00%16,789--Jan 31, 2024
JNL VARIABLE FUND LLC0.00%7,664-639-7.70%Mar 31, 2020
AMG Funds I0.00%2,000--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%246,5236,2632.61%Feb 29, 2024
Forethought Variable Insurance Trust0.00%3,963-71-1.76%Dec 29, 2023
Voya EQUITY TRUST0.00%1,229-1,398-53.22%Feb 29, 2024
Goldman Sachs ETF Trust II0.00%84930.35%Feb 29, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.00%455--Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%1,698--Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%509509-Sep 30, 2023
PUTNAM ASSET ALLOCATION FUNDS0.00%1,436--Feb 29, 2024
SCHWAB STRATEGIC TRUST0.00%116,8556200.53%Feb 29, 2024
SHELTON FUNDS0.00%1,053-32-2.95%Feb 29, 2024
PFM Multi-Manager Series Trust0.00%500--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%17,2194562.72%Dec 31, 2023
GPS Funds I0.00%2,718--Dec 31, 2023
STEWARD FUNDS, INC.0.00%1,223-52-4.08%Jan 31, 2024
GPS Funds II0.00%4,748--Dec 31, 2023
Guggenheim Variable Funds Trust0.00%1,700--Dec 31, 2023
ETF Managers Trust0.00%2,872-124-4.14%Dec 31, 2023
EXCHANGE TRADED CONCEPTS TRUST0.00%2,014110.55%Feb 29, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%14,723-292-1.94%Dec 31, 2023
PROSHARES TRUST0.00%89,21187,9486963.42%Feb 29, 2024
Advisers Investment Trust0.00%10,000--Dec 29, 2023
DEUTSCHE DWS MARKET TRUST0.00%1,700--Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%5,407--Feb 29, 2024
Horizon Funds0.00%596596-Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%8,974-3,759-29.52%Dec 31, 2023
HARTFORD SERIES FUND INC0.00%11,830--Dec 31, 2023
OHIO NATIONAL FUND INC0.00%5,341-224-4.03%Dec 31, 2023
Securian Funds Trust0.00%2,112--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%969820550.34%Dec 31, 2023
MASTER INVESTMENT PORTFOLIO0.00%15,802--Dec 31, 2023
BlackRock ETF Trust0.00%158--Jan 31, 2024
Thrivent Core Funds0.00%11,141--Jan 31, 2024
Pacific Global ETF Trust0.00%56--Sep 30, 2021
VALIC Co II0.00%5,473-186-3.29%Feb 28, 2021
TIAA-CREF LIFE FUNDS0.00%436--Dec 31, 2023
VANGUARD WORLD FUND0.00%39,032-1,778-4.36%Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%8,623-868-9.15%Dec 31, 2023
VANGUARD WINDSOR FUNDS0.00%5,252--Jan 31, 2024
SEI Catholic Values Trust0.00%343--Feb 29, 2024
Brown Advisory Funds0.00%4,380--Dec 31, 2023
Lattice Strategies Trust0.00%20042.04%Dec 31, 2023
Federated Hermes Global Allocation Fund0.00%1,030--Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%108,170-18,470-14.58%Jan 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%12,666-23-0.18%Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%1,344-671-33.30%Dec 31, 2023
Victory Portfolios II0.00%5,767-762-11.67%Dec 31, 2023
VALIC Co I0.00%29,040-874-2.92%Feb 29, 2024
NEW COVENANT FUNDS0.00%433--Dec 31, 2023
Voya BALANCED PORTFOLIO INC0.00%131-27-17.09%Dec 31, 2023
Adviser Managed Trust0.00%162--Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.00%215--Dec 31, 2023
NEXPOINT FUNDS I0.00%350--Dec 31, 2023
HC CAPITAL TRUST0.00%2,728-1,007-26.96%Dec 31, 2023
VANGUARD VARIABLE INSURANCE FUNDS0.00%4,523--Dec 31, 2023
RYDEX VARIABLE TRUST0.00%97-280-74.27%Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%11,283-4,096-26.63%Dec 31, 2023
VANGUARD QUANTITATIVE FUNDS0.00%709--Dec 31, 2023
Pacer Funds Trust0.00%3,6613,661-Jan 31, 2024

Erie Indemnity's largest mutual fund holder by % of total assets is "VIRTUS ALTERNATIVE SOLUTIONS TRUST", owning 584.00 shares, compromising 0.15% of its total assets.

Erie Indemnity Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 243166.04%
31 Dec, 23298-1.97%
30 Sep, 233049.35%
30 Jun, 232785.70%
31 Mar, 23263-7.72%
31 Dec, 2228518.75%
30 Sep, 222402.13%
30 Jun, 22235-4.08%
31 Mar, 222450.82%
31 Dec, 212438.48%
30 Sep, 212246.16%
30 Jun, 21211-6.22%
31 Mar, 212252.27%
31 Dec, 20220-3.08%
30 Sep, 202277.08%
30 Jun, 202124.43%
31 Mar, 20203-6.02%
31 Dec, 192160.47%
30 Sep, 192151.42%
30 Jun, 1921222.54%
31 Mar, 1917315.33%
31 Dec, 181506.38%
30 Sep, 181418.46%
30 Jun, 18130-5.11%
31 Mar, 18137-
31 Dec, 1713714.17%
30 Sep, 17120-2.44%
30 Jun, 17123-1.60%
31 Mar, 17125-6.72%
31 Dec, 16134-
30 Sep, 16134-6.29%
30 Jun, 161435.15%
31 Mar, 161368.80%
31 Dec, 1512512.61%
30 Sep, 15111-
30 Jun, 15111-0.89%
31 Mar, 15112-1.75%
31 Dec, 141146.54%
30 Sep, 14107-2.73%
30 Jun, 141105.77%
31 Mar, 14104-6.31%
31 Dec, 13111-0.89%
30 Sep, 131120.90%
30 Jun, 13111170.73%
31 Mar, 1341-8.89%
31 Dec, 12454.65%
30 Sep, 1243-21.82%
30 Jun, 12555.77%
31 Mar, 125218.18%
31 Dec, 1144-12.00%
30 Sep, 1150-1.96%
30 Jun, 115115.91%
31 Mar, 114415.79%
31 Dec, 10382.70%
30 Sep, 1037-5.13%
30 Jun, 103950.00%
31 Mar, 1026-27.78%
31 Dec, 093620.00%
30 Sep, 0930-11.76%
30 Jun, 0934-
31 Mar, 09346.25%
31 Dec, 0832-15.79%
30 Sep, 083826.67%
30 Jun, 0830-
31 Mar, 08303.45%
31 Dec, 0729-
30 Sep, 07293.57%
30 Jun, 07283.70%
31 Mar, 0727-15.63%
31 Dec, 063252.38%
30 Sep, 0621-4.55%
30 Jun, 0622-
31 Mar, 06224.76%
01 Jan, 062742.11%
31 Dec, 052116.67%
30 Sep, 0518-10.00%
30 Jun, 0520-4.76%
31 Mar, 052123.53%
31 Dec, 0417-15.00%
01 Oct, 04234.55%
30 Sep, 042011.11%
30 Jun, 0418-18.18%
31 Mar, 042269.23%
31 Dec, 0313-23.53%
30 Sep, 031713.33%
30 Jun, 031525.00%
31 Mar, 0312-14.29%
31 Dec, 021427.27%
30 Sep, 021110.00%
30 Jun, 0210-
31 Mar, 021042.86%
31 Dec, 017-22.22%
30 Sep, 019-10.00%
30 Jun, 0110-9.09%
31 Mar, 011110.00%
31 Dec, 001011.11%
30 Sep, 009-
30 Jun, 00950.00%
31 Mar, 00650.00%
31 Dec, 994-20.00%
30 Sep, 995-28.57%
30 Jun, 99716.67%
31 Mar, 996-

As of 31 Mar 24, 316 institutions are holding Erie Indemnity's shares, representing an increase of 6.04% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2416,800,2771.09%
31 Dec, 2316,619,805-1.22%
30 Sep, 2316,825,588-2.62%
30 Jun, 2317,277,538-65.51%
31 Mar, 2350,096,055198.43%
31 Dec, 2216,786,6370.20%
30 Sep, 2216,753,8082.17%
30 Jun, 2216,397,678-1.14%
31 Mar, 2216,587,033-2.31%
31 Dec, 2116,979,1730.61%
30 Sep, 2116,875,9460.22%
30 Jun, 2116,839,308-0.35%
31 Mar, 2116,897,9010.98%
31 Dec, 2016,734,6273.57%
30 Sep, 2016,158,150-0.21%
30 Jun, 2016,192,0570.19%
31 Mar, 2016,161,278-3.79%
31 Dec, 1916,798,4400.39%
30 Sep, 1916,733,5314.30%
30 Jun, 1916,042,9778.62%
31 Mar, 1914,770,1480.38%
31 Dec, 1814,713,9641.20%
30 Sep, 1814,538,8690.67%
30 Jun, 1814,442,087-0.27%
31 Mar, 1814,481,5020.54%
31 Dec, 1714,404,3960.59%
30 Sep, 1714,319,754-0.17%
30 Jun, 1714,343,9660.71%
31 Mar, 1714,243,537-0.12%
31 Dec, 1614,260,4160.15%
30 Sep, 1614,239,4950.56%
30 Jun, 1614,160,6931.34%
31 Mar, 1613,973,860-0.43%
31 Dec, 1514,034,7070.69%
30 Sep, 1513,938,809-0.12%
30 Jun, 1513,955,433-0.40%
31 Mar, 1514,011,8200.67%
31 Dec, 1413,918,298-1.02%
30 Sep, 1414,061,1450.95%
30 Jun, 1413,928,5430.20%
31 Mar, 1413,901,247-0.83%
31 Dec, 1314,018,177-0.75%
30 Sep, 1314,123,990-0.34%
30 Jun, 1314,172,586703.06%
31 Mar, 131,764,825-35.46%
31 Dec, 122,734,48251.36%
30 Sep, 121,806,549-51.05%
30 Jun, 123,690,408-1.48%
31 Mar, 123,745,6885.56%
31 Dec, 113,548,403-5.14%
30 Sep, 113,740,805-34.73%
30 Jun, 115,730,93512.64%
31 Mar, 115,087,64851.36%
31 Dec, 103,361,31256.08%
30 Sep, 102,153,527-44.34%
30 Jun, 103,869,277-2.16%
31 Mar, 103,954,878-3.23%
31 Dec, 094,086,9493.49%
30 Sep, 093,949,03515.23%
30 Jun, 093,427,168-0.89%
31 Mar, 093,458,042-23.29%
31 Dec, 084,508,05415.43%
30 Sep, 083,905,47757.07%
30 Jun, 082,486,4453.22%
31 Mar, 082,408,77751.71%
31 Dec, 071,587,781-34.95%
30 Sep, 072,440,736-7.90%
30 Jun, 072,650,1929.36%
31 Mar, 072,423,302-1.37%
31 Dec, 062,456,894-30.43%
30 Sep, 063,531,50657.02%
30 Jun, 062,249,147-20.56%
31 Mar, 062,831,265104.18%
01 Jan, 061,558,00419.49%
31 Dec, 051,386,66611.14%
30 Sep, 051,247,65223.36%
30 Jun, 051,011,359-19.12%
31 Mar, 051,250,50976.72%
31 Dec, 04707,622-53.09%
01 Oct, 041,853,85428.45%
30 Sep, 041,508,39154.85%
30 Jun, 04974,10012.84%
31 Mar, 04863,28435.65%
31 Dec, 03636,415-20.41%
30 Sep, 03799,59712.97%
30 Jun, 03707,794-28.04%
31 Mar, 03983,535-35.39%
31 Dec, 021,522,263107.43%
30 Sep, 02733,87810.72%
30 Jun, 02662,8491.02%
31 Mar, 02656,15799.61%
31 Dec, 01328,722-20.77%
30 Sep, 01414,922-42.73%
30 Jun, 01724,444-11.07%
31 Mar, 01814,63512.12%
31 Dec, 00726,59120.16%
30 Sep, 00604,6634.23%
30 Jun, 00580,133117.54%
31 Mar, 00266,68050.75%
31 Dec, 99176,900-68.73%
30 Sep, 99565,780-44.35%
30 Jun, 991,016,6104.31%
31 Mar, 99974,580-

Erie Indemnity (ERIE) has 16.80M shares outstanding as of 31 Mar 24, up 1.09% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2436.08%2.79%
31 Dec, 2335.98%3.48%
30 Sep, 2332.18%2.95%
30 Jun, 2333.04%0.36%
31 Mar, 2395.81%7.25%
31 Dec, 2236.34%3.54%
30 Sep, 2232.04%3.26%
30 Jun, 2231.36%3.12%
31 Mar, 2231.72%2.35%
31 Dec, 2136.76%3.53%
30 Sep, 2132.27%3.11%
30 Jun, 2132.20%3.08%
31 Mar, 2132.32%2.46%
31 Dec, 2036.23%3.79%
30 Sep, 2030.90%2.51%
30 Jun, 2035.06%3.67%
31 Mar, 2030.91%2.99%
31 Dec, 1932.13%3.14%
30 Sep, 1932.00%3.40%
30 Jun, 1930.68%3.85%
31 Mar, 1928.25%3.57%
31 Dec, 1828.14%3.64%
30 Sep, 1827.80%3.64%
30 Jun, 1827.62%3.60%
31 Mar, 1827.70%3.65%
31 Dec, 1727.55%3.67%
30 Sep, 1727.39%3.64%
30 Jun, 1727.44%3.70%
31 Mar, 1727.24%3.66%
31 Dec, 1627.27%3.68%
30 Sep, 1627.23%3.71%
30 Jun, 1627.08%3.79%
31 Mar, 1626.72%3.71%
31 Dec, 1526.84%3.78%
30 Sep, 1526.66%3.74%
30 Jun, 1526.69%3.72%
31 Mar, 1526.80%3.78%
31 Dec, 1426.62%3.68%
30 Sep, 1426.89%3.79%
30 Jun, 1426.62%3.80%
31 Mar, 1426.48%3.75%
31 Dec, 1326.57%3.71%
30 Sep, 1326.77%3.72%
30 Jun, 1326.84%240.97%
31 Mar, 133.34%12.76%
31 Dec, 125.11%44.51%
30 Sep, 123.39%7.15%
30 Jun, 126.89%14.23%
31 Mar, 126.95%16.70%
31 Dec, 116.45%13.76%
30 Sep, 116.85%6.39%
30 Jun, 1110.35%12.50%
31 Mar, 119.10%26.00%
31 Dec, 105.92%40.88%
30 Sep, 103.80%8.29%
30 Jun, 106.77%14.22%
31 Mar, 106.90%10.86%
31 Dec, 097.97%16.83%
30 Sep, 096.88%19.29%
30 Jun, 095.97%16.46%
31 Mar, 096.03%9.96%
31 Dec, 087.78%16.86%
30 Sep, 086.79%36.80%
30 Jun, 084.30%25.73%
31 Mar, 084.09%62.46%
31 Dec, 072.56%16.15%
30 Sep, 073.98%22.85%
30 Jun, 074.17%28.99%
31 Mar, 073.79%21.05%
31 Dec, 064.25%13.96%
30 Sep, 065.51%46.72%
30 Jun, 063.44%19.49%
31 Mar, 064.20%85.07%
01 Jan, 062.50%70.39%
31 Dec, 052.22%68.42%
30 Sep, 051.80%84.96%
30 Jun, 051.46%45.34%
31 Mar, 051.79%176.33%
31 Dec, 041.01%21.83%
01 Oct, 042.64%63.24%
30 Sep, 042.15%112.96%
30 Jun, 041.38%93.15%
31 Mar, 041.22%151.43%
31 Dec, 030.90%70.67%
30 Sep, 031.13%113.32%
30 Jun, 031.00%51.95%
31 Mar, 031.39%30.21%
31 Dec, 022.14%200.49%
30 Sep, 021.03%119.06%
30 Jun, 020.93%109.66%
31 Mar, 020.92%434.25%
31 Dec, 010.46%136.23%
30 Sep, 010.58%56.47%
30 Jun, 011.01%77.99%
31 Mar, 011.14%111.86%
31 Dec, 001.01%142.67%
30 Sep, 000.84%129.98%
30 Jun, 000.80%591.27%
31 Mar, 000.37%642.65%
31 Dec, 990.24%40.81%
30 Sep, 990.77%40.55%
30 Jun, 991.37%79.72%
31 Mar, 991.31%-

As of 31 Mar 24, Erie Indemnity is held by 36.08% institutional shareholders, representing a 2.79% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2415013.64%
31 Dec, 23132-12.58%
30 Sep, 2315117.97%
30 Jun, 231288.47%
31 Mar, 23118-30.59%
31 Dec, 2217060.38%
30 Sep, 221061.92%
30 Jun, 22104-14.75%
31 Mar, 221228.93%
31 Dec, 211128.74%
30 Sep, 211031.98%
30 Jun, 21101-4.72%
31 Mar, 21106-3.64%
31 Dec, 20110-5.98%
30 Sep, 2011718.18%
30 Jun, 209926.92%
31 Mar, 2078-22.00%
31 Dec, 19100-18.03%
30 Sep, 19122-8.27%
30 Jun, 1913337.11%
31 Mar, 199722.78%
31 Dec, 187919.70%
30 Sep, 186629.41%
30 Jun, 1851-22.73%
31 Mar, 1866-9.59%
31 Dec, 177330.36%
30 Sep, 1756-9.68%
30 Jun, 176214.81%
31 Mar, 1754-3.57%
31 Dec, 16567.69%
30 Sep, 1652-26.76%
30 Jun, 1671-1.39%
31 Mar, 16724.35%
31 Dec, 156950.00%
30 Sep, 1546-16.36%
30 Jun, 155517.02%
31 Mar, 1547-16.07%
31 Dec, 145643.59%
30 Sep, 1439-20.41%
30 Jun, 1449-14.04%
31 Mar, 145721.28%
31 Dec, 1347-12.96%
30 Sep, 1354-38.64%
30 Jun, 1388225.93%
31 Mar, 132735.00%
31 Dec, 122011.11%
30 Sep, 1218-25.00%
30 Jun, 1224-
31 Mar, 1224-
31 Dec, 11244.35%
30 Sep, 1123-17.86%
30 Jun, 112827.27%
31 Mar, 11224.76%
31 Dec, 1021-
30 Sep, 1021-4.55%
30 Jun, 102237.50%
31 Mar, 1016-23.81%
31 Dec, 092140.00%
30 Sep, 0915-21.05%
30 Jun, 0919-13.64%
31 Mar, 092257.14%
31 Dec, 0814-50.00%
30 Sep, 082847.37%
30 Jun, 081990.00%
31 Mar, 0810-33.33%
31 Dec, 0715-
30 Sep, 0715-16.67%
30 Jun, 0718-
31 Mar, 0718-21.74%
31 Dec, 0623155.56%
30 Sep, 069-35.71%
30 Jun, 061427.27%
31 Mar, 061110.00%
01 Jan, 0612-7.69%
31 Dec, 0510-23.08%
30 Sep, 051344.44%
30 Jun, 059-25.00%
31 Mar, 051271.43%
31 Dec, 047-36.36%
01 Oct, 041233.33%
30 Sep, 041122.22%
30 Jun, 049-47.06%
31 Mar, 0417112.50%
31 Dec, 03814.29%
30 Sep, 037-46.15%
30 Jun, 031344.44%
31 Mar, 039-
31 Dec, 02928.57%
30 Sep, 02775.00%
30 Jun, 024-50.00%
31 Mar, 028100.00%
31 Dec, 014-
30 Sep, 014300.00%
30 Jun, 011-80.00%
31 Mar, 01566.67%
31 Dec, 003-40.00%
30 Sep, 005-
30 Jun, 00525.00%
31 Mar, 004100.00%
31 Dec, 992-
30 Sep, 992-50.00%
30 Jun, 994-33.33%
31 Mar, 996-

150 institutional shareholders have increased their position in ERIE stock as of 31 Mar 24 compared to 132 in the previous quarter (a 13.64% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24104-8.77%
31 Dec, 231143.64%
30 Sep, 2311015.79%
30 Jun, 23953.26%
31 Mar, 239221.05%
31 Dec, 2276-11.63%
30 Sep, 22868.86%
30 Jun, 22796.76%
31 Mar, 2274-17.78%
31 Dec, 219020.00%
30 Sep, 21757.14%
30 Jun, 2170-10.26%
31 Mar, 21786.85%
31 Dec, 20735.80%
30 Sep, 2069-15.85%
30 Jun, 2082-13.68%
31 Mar, 209525.00%
31 Dec, 197638.18%
30 Sep, 1955-1.79%
30 Jun, 19567.69%
31 Mar, 195248.57%
31 Dec, 1835-33.96%
30 Sep, 18533.92%
30 Jun, 185124.39%
31 Mar, 1841-
31 Dec, 1741-4.65%
30 Sep, 174310.26%
30 Jun, 1739-18.75%
31 Mar, 1748-14.29%
31 Dec, 1656-
30 Sep, 165621.74%
30 Jun, 16464.55%
31 Mar, 164437.50%
31 Dec, 1532-13.51%
30 Sep, 153712.12%
30 Jun, 1533-15.38%
31 Mar, 1539-2.50%
31 Dec, 1440-2.44%
30 Sep, 1441-6.82%
30 Jun, 144441.94%
31 Mar, 1431-22.50%
31 Dec, 1340-
30 Sep, 1340135.29%
30 Jun, 1317142.86%
31 Mar, 137-53.33%
31 Dec, 1215-16.67%
30 Sep, 1218-25.00%
30 Jun, 122420.00%
31 Mar, 122081.82%
31 Dec, 1111-26.67%
30 Sep, 111515.38%
30 Jun, 1113-
31 Mar, 111330.00%
31 Dec, 1010-
30 Sep, 1010-28.57%
30 Jun, 1014180.00%
31 Mar, 105-44.44%
31 Dec, 099-
30 Sep, 099-10.00%
30 Jun, 091042.86%
31 Mar, 097-30.00%
31 Dec, 0810100.00%
30 Sep, 085-37.50%
30 Jun, 088-33.33%
31 Mar, 081271.43%
31 Dec, 077-36.36%
30 Sep, 071183.33%
30 Jun, 07620.00%
31 Mar, 075-28.57%
31 Dec, 067-
30 Sep, 06775.00%
30 Jun, 064-20.00%
31 Mar, 065-28.57%
01 Jan, 067250.00%
31 Dec, 057250.00%
30 Sep, 052-
30 Jun, 052-60.00%
31 Mar, 055-
31 Dec, 045-28.57%
01 Oct, 046-
30 Sep, 04716.67%
30 Jun, 046500.00%
31 Mar, 041-50.00%
31 Dec, 032-60.00%
30 Sep, 035400.00%
30 Jun, 031-66.67%
31 Mar, 033-25.00%
31 Dec, 02433.33%
30 Sep, 023-50.00%
30 Jun, 026-
31 Mar, 02--100.00%
31 Dec, 013-
30 Sep, 013-66.67%
30 Jun, 01950.00%
31 Mar, 01650.00%
31 Dec, 004300.00%
30 Sep, 001-
30 Jun, 001-
31 Mar, 00--100.00%
31 Dec, 991-50.00%
30 Sep, 992100.00%
30 Jun, 991-
31 Mar, 99--

104 institutional shareholders have reduced their position in ERIE stock as of 31 Mar 24 compared to 114 in the previous quarter (a -8.77% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 243166.04%16,800,2771.09%36.08%2.79%15013.64%104-8.77%
31 Dec, 23298-1.97%16,619,805-1.22%35.98%3.48%132-12.58%1143.64%
30 Sep, 233049.35%16,825,588-2.62%32.18%2.95%15117.97%11015.79%
30 Jun, 232785.70%17,277,538-65.51%33.04%0.36%1288.47%953.26%
31 Mar, 23263-7.72%50,096,055198.43%95.81%7.25%118-30.59%9221.05%
31 Dec, 2228518.75%16,786,6370.20%36.34%3.54%17060.38%76-11.63%
30 Sep, 222402.13%16,753,8082.17%32.04%3.26%1061.92%868.86%
30 Jun, 22235-4.08%16,397,678-1.14%31.36%3.12%104-14.75%796.76%
31 Mar, 222450.82%16,587,033-2.31%31.72%2.35%1228.93%74-17.78%
31 Dec, 212438.48%16,979,1730.61%36.76%3.53%1128.74%9020.00%
30 Sep, 212246.16%16,875,9460.22%32.27%3.11%1031.98%757.14%
30 Jun, 21211-6.22%16,839,308-0.35%32.20%3.08%101-4.72%70-10.26%
31 Mar, 212252.27%16,897,9010.98%32.32%2.46%106-3.64%786.85%
31 Dec, 20220-3.08%16,734,6273.57%36.23%3.79%110-5.98%735.80%
30 Sep, 202277.08%16,158,150-0.21%30.90%2.51%11718.18%69-15.85%
30 Jun, 202124.43%16,192,0570.19%35.06%3.67%9926.92%82-13.68%
31 Mar, 20203-6.02%16,161,278-3.79%30.91%2.99%78-22.00%9525.00%
31 Dec, 192160.47%16,798,4400.39%32.13%3.14%100-18.03%7638.18%
30 Sep, 192151.42%16,733,5314.30%32.00%3.40%122-8.27%55-1.79%
30 Jun, 1921222.54%16,042,9778.62%30.68%3.85%13337.11%567.69%
31 Mar, 1917315.33%14,770,1480.38%28.25%3.57%9722.78%5248.57%
31 Dec, 181506.38%14,713,9641.20%28.14%3.64%7919.70%35-33.96%
30 Sep, 181418.46%14,538,8690.67%27.80%3.64%6629.41%533.92%
30 Jun, 18130-5.11%14,442,087-0.27%27.62%3.60%51-22.73%5124.39%
31 Mar, 18137-14,481,5020.54%27.70%3.65%66-9.59%41-
31 Dec, 1713714.17%14,404,3960.59%27.55%3.67%7330.36%41-4.65%
30 Sep, 17120-2.44%14,319,754-0.17%27.39%3.64%56-9.68%4310.26%
30 Jun, 17123-1.60%14,343,9660.71%27.44%3.70%6214.81%39-18.75%
31 Mar, 17125-6.72%14,243,537-0.12%27.24%3.66%54-3.57%48-14.29%
31 Dec, 16134-14,260,4160.15%27.27%3.68%567.69%56-
30 Sep, 16134-6.29%14,239,4950.56%27.23%3.71%52-26.76%5621.74%
30 Jun, 161435.15%14,160,6931.34%27.08%3.79%71-1.39%464.55%
31 Mar, 161368.80%13,973,860-0.43%26.72%3.71%724.35%4437.50%
31 Dec, 1512512.61%14,034,7070.69%26.84%3.78%6950.00%32-13.51%
30 Sep, 15111-13,938,809-0.12%26.66%3.74%46-16.36%3712.12%
30 Jun, 15111-0.89%13,955,433-0.40%26.69%3.72%5517.02%33-15.38%
31 Mar, 15112-1.75%14,011,8200.67%26.80%3.78%47-16.07%39-2.50%
31 Dec, 141146.54%13,918,298-1.02%26.62%3.68%5643.59%40-2.44%
30 Sep, 14107-2.73%14,061,1450.95%26.89%3.79%39-20.41%41-6.82%
30 Jun, 141105.77%13,928,5430.20%26.62%3.80%49-14.04%4441.94%
31 Mar, 14104-6.31%13,901,247-0.83%26.48%3.75%5721.28%31-22.50%
31 Dec, 13111-0.89%14,018,177-0.75%26.57%3.71%47-12.96%40-
30 Sep, 131120.90%14,123,990-0.34%26.77%3.72%54-38.64%40135.29%
30 Jun, 13111170.73%14,172,586703.06%26.84%240.97%88225.93%17142.86%
31 Mar, 1341-8.89%1,764,825-35.46%3.34%12.76%2735.00%7-53.33%
31 Dec, 12454.65%2,734,48251.36%5.11%44.51%2011.11%15-16.67%
30 Sep, 1243-21.82%1,806,549-51.05%3.39%7.15%18-25.00%18-25.00%
30 Jun, 12555.77%3,690,408-1.48%6.89%14.23%24-2420.00%
31 Mar, 125218.18%3,745,6885.56%6.95%16.70%24-2081.82%
31 Dec, 1144-12.00%3,548,403-5.14%6.45%13.76%244.35%11-26.67%
30 Sep, 1150-1.96%3,740,805-34.73%6.85%6.39%23-17.86%1515.38%
30 Jun, 115115.91%5,730,93512.64%10.35%12.50%2827.27%13-
31 Mar, 114415.79%5,087,64851.36%9.10%26.00%224.76%1330.00%
31 Dec, 10382.70%3,361,31256.08%5.92%40.88%21-10-
30 Sep, 1037-5.13%2,153,527-44.34%3.80%8.29%21-4.55%10-28.57%
30 Jun, 103950.00%3,869,277-2.16%6.77%14.22%2237.50%14180.00%
31 Mar, 1026-27.78%3,954,878-3.23%6.90%10.86%16-23.81%5-44.44%
31 Dec, 093620.00%4,086,9493.49%7.97%16.83%2140.00%9-
30 Sep, 0930-11.76%3,949,03515.23%6.88%19.29%15-21.05%9-10.00%
30 Jun, 0934-3,427,168-0.89%5.97%16.46%19-13.64%1042.86%
31 Mar, 09346.25%3,458,042-23.29%6.03%9.96%2257.14%7-30.00%
31 Dec, 0832-15.79%4,508,05415.43%7.78%16.86%14-50.00%10100.00%
30 Sep, 083826.67%3,905,47757.07%6.79%36.80%2847.37%5-37.50%
30 Jun, 0830-2,486,4453.22%4.30%25.73%1990.00%8-33.33%
31 Mar, 08303.45%2,408,77751.71%4.09%62.46%10-33.33%1271.43%
31 Dec, 0729-1,587,781-34.95%2.56%16.15%15-7-36.36%
30 Sep, 07293.57%2,440,736-7.90%3.98%22.85%15-16.67%1183.33%
30 Jun, 07283.70%2,650,1929.36%4.17%28.99%18-620.00%
31 Mar, 0727-15.63%2,423,302-1.37%3.79%21.05%18-21.74%5-28.57%
31 Dec, 063252.38%2,456,894-30.43%4.25%13.96%23155.56%7-
30 Sep, 0621-4.55%3,531,50657.02%5.51%46.72%9-35.71%775.00%
30 Jun, 0622-2,249,147-20.56%3.44%19.49%1427.27%4-20.00%
31 Mar, 06224.76%2,831,265104.18%4.20%85.07%1110.00%5-28.57%
01 Jan, 062742.11%1,558,00419.49%2.50%70.39%12-7.69%7250.00%
31 Dec, 052116.67%1,386,66611.14%2.22%68.42%10-23.08%7250.00%
30 Sep, 0518-10.00%1,247,65223.36%1.80%84.96%1344.44%2-
30 Jun, 0520-4.76%1,011,359-19.12%1.46%45.34%9-25.00%2-60.00%
31 Mar, 052123.53%1,250,50976.72%1.79%176.33%1271.43%5-
31 Dec, 0417-15.00%707,622-53.09%1.01%21.83%7-36.36%5-28.57%
01 Oct, 04234.55%1,853,85428.45%2.64%63.24%1233.33%6-
30 Sep, 042011.11%1,508,39154.85%2.15%112.96%1122.22%716.67%
30 Jun, 0418-18.18%974,10012.84%1.38%93.15%9-47.06%6500.00%
31 Mar, 042269.23%863,28435.65%1.22%151.43%17112.50%1-50.00%
31 Dec, 0313-23.53%636,415-20.41%0.90%70.67%814.29%2-60.00%
30 Sep, 031713.33%799,59712.97%1.13%113.32%7-46.15%5400.00%
30 Jun, 031525.00%707,794-28.04%1.00%51.95%1344.44%1-66.67%
31 Mar, 0312-14.29%983,535-35.39%1.39%30.21%9-3-25.00%
31 Dec, 021427.27%1,522,263107.43%2.14%200.49%928.57%433.33%
30 Sep, 021110.00%733,87810.72%1.03%119.06%775.00%3-50.00%
30 Jun, 0210-662,8491.02%0.93%109.66%4-50.00%6-
31 Mar, 021042.86%656,15799.61%0.92%434.25%8100.00%--100.00%
31 Dec, 017-22.22%328,722-20.77%0.46%136.23%4-3-
30 Sep, 019-10.00%414,922-42.73%0.58%56.47%4300.00%3-66.67%
30 Jun, 0110-9.09%724,444-11.07%1.01%77.99%1-80.00%950.00%
31 Mar, 011110.00%814,63512.12%1.14%111.86%566.67%650.00%
31 Dec, 001011.11%726,59120.16%1.01%142.67%3-40.00%4300.00%
30 Sep, 009-604,6634.23%0.84%129.98%5-1-
30 Jun, 00950.00%580,133117.54%0.80%591.27%525.00%1-
31 Mar, 00650.00%266,68050.75%0.37%642.65%4100.00%--100.00%
31 Dec, 994-20.00%176,900-68.73%0.24%40.81%2-1-50.00%
30 Sep, 995-28.57%565,780-44.35%0.77%40.55%2-50.00%2100.00%
30 Jun, 99716.67%1,016,6104.31%1.37%79.72%4-33.33%1-
31 Mar, 996-974,580-1.31%-6---

Erie Indemnity Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 01, 2024Smith Douglas Edwardofficer EVPJ-OtherBuy1$382.66$712.135,144
May 01, 2024Pelkowski Julie Marieofficer EVP & CFOJ-OtherBuy3$382.66$1.41K620
May 01, 2024Feltz Lorianneofficer Executive Vice PresidentJ-OtherBuy4$382.66$1.70K4,956
May 01, 2024Colaizzo Louis Fofficer SVPJ-OtherBuy-$382.66$1.153,568
Apr 25, 2024Srinivasa Parthasarathyofficer EVP, Chief Information OfficerJ-OtherBuy1--521
Apr 25, 2024Pelkowski Julie Marieofficer EVP & CFOJ-OtherBuy5--1,749
Apr 25, 2024Novacek Jorie Lofficer SVP, ControllerJ-OtherBuy1--445
Apr 25, 2024NECASTRO TIMOTHY Gofficer President & CEOJ-OtherBuy41--12,513
Apr 25, 2024Feltz Lorianneofficer Executive Vice PresidentJ-OtherBuy8--2,671
Apr 25, 2024Dugan Seanofficer Executive Vice PresidentJ-OtherBuy---232
Apr 25, 2024Cipriani Marcofficer Senior Vice PresidentJ-OtherBuy7--2,153
Apr 25, 2024Bolash Brian W.officer EVP,Secretary,General CounselJ-OtherBuy8--2,552
Apr 24, 2024Palmer Thomas Wdirector-J-OtherBuy49--14,898
Apr 24, 2024LUCORE GEORGE Rdirector-J-OtherBuy12--3,704
Apr 24, 2024Hudson Brian Arden Sr.director-J-OtherBuy9--2,933
Apr 24, 2024HARTZ CHARLES SCOTTdirector-J-OtherBuy60--18,378
Apr 24, 2024Hagen Thomas Bdirector-J-OtherBuy45--13,682
Apr 24, 2024Hagen Jonathan Hirtdirector-J-OtherBuy53--16,135
Apr 24, 2024Datesh LuAnndirector-J-OtherBuy12--3,704
Apr 24, 2024Vorsheck Elizabeth Adirector, 10 percent owner A-AwardBuy45--13,682

Erie Indemnity Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202434--
Q1 20243913900.00%
Q4 202336--
Q3 20233413400.00%
Q2 20234222100.00%
Q1 20234122050.00%
Q4 20222921450.00%
Q3 202248--
Q2 20225215200.00%
Q1 20223913900.00%
Q4 202137--
Q3 20213813800.00%
Q2 202149--
Q1 202146--
Q4 202064--
Q3 202040--
Q2 202062--
Q1 20205115100.00%
Q4 20193713700.00%
Q3 20193831266.67%

34 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Erie Indemnity's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024-1-
Q4 2023---
Q3 2023-1-
Q2 2023---
Q1 20231--
Q4 2022-1-
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021---
Q3 20211--
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q2 2020---
Q1 20203--
Q4 2019---
Q3 2019-1-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Erie Indemnity's stocks.

Erie Indemnity Peer Ownership


TickerCompany
AJGArthur J. Gallagher & Co.
EHTHeHealth, Inc.
AONAon plc
MMCMarsh & McLennan Companies, Inc.
CRD-ACrawford & Company
CRVLCorVel Corporation
BRPThe Baldwin Insurance Group, Inc.
FANHFanhua Inc.
HUIZHuize Holding Limited
WTWWillis Towers Watson Public Limited Company
BROBrown & Brown, Inc.

ERIE Ownership FAQ


Erie Indemnity is owned by institutional shareholders (36.08%), insiders (45.51%), and public (18.41%). The largest institutional shareholder of Erie Indemnity is PNC FINANCIAL SERVICES GROUP, INC. (10.55% of total shares) and the top mutual fund owner is VIRTUS ALTERNATIVE SOLUTIONS TRUST (0.15% of total shares).

Erie Indemnity's major institutional shareholders are PNC FINANCIAL SERVICES GROUP, INC., VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, and FRANKLIN RESOURCES INC. The top five shareholders own together 25.19% of the company's share outstanding.

As of Mar 2024, there are 316 institutional shareholders of Erie Indemnity.

PNC FINANCIAL SERVICES GROUP, INC owns 4.91M shares of Erie Indemnity, representing 10.55% of the company's total shares outstanding, valued at $1.97T (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 2.48M shares of Erie Indemnity (ERIE), compromising 5.32% of the company, valued at $994.81M.

BLACKROCK INC is the third largest holder of Erie Indemnity. The company owns 2.48M of the company's shares outstanding (worth $994.08M).