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 | 26.15% | 14.18% | 59.66% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pnc financial services group | 4.91M | 10.63% | $2.02B |
| Vanguard group | 2.95M | 6.39% | $1.22B |
| Blackrock | 2.43M | 5.22% | $880.41M |
| Blackrock funding, inc. /de | 1.62M | 3.51% | $669.14M |
| 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 |
| Northern trust | 171.41K | 0.37% | $62.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wedgewood investors inc /pa/ | 25.30K | 12.29% | $10.43M |
| Allegheny financial group | 65.79K | 6.98% | $27.12M |
| Columbia asset management | 73.52K | 5.54% | $30.31M |
| Atlantic union bankshares | 111.38K | 2.67% | $45.91M |
| Cook wealth management group | 10.72K | 1.90% | $4.05M |
| First united bank & trust | 10.00K | 1.50% | $4.12M |
| Pnc financial services group | 4.91M | 1.35% | $2.02B |
| Bishop & co investment management | 5.16K | 0.81% | $2.13M |
| Srn advisors | 2.19K | 0.80% | $903.20K |
| Laraway financial advisors | 2.13K | 0.68% | $880.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 518.76K | 0.04% | 204.01K |
| Caisse de depot et placement du quebec | 147.99K | 0.13% | 77.91K |
| Susquehanna group, llp | 75.24K | 0.00% | 68.54K |
| Vanguard group | 2.95M | 0.02% | 55.32K |
| Kovitz investment group partners | 52.83K | 0.07% | 52.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | - | - | -308.24K |
| Blackrock funding, inc. /de | 1.62M | 0.01% | -169.97K |
| 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 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kovitz investment group partners | 52.83K | 0.07% | 52.83K | $21.78M |
| 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 | 814.12K | 1.56% | 8.38K |
| Vanguard US Total Market Shares ETF | 805.42K | 1.54% | 616.00 |
| Vanguard Institutional 500 Index Trust | 703.97K | 1.35% | 11.66K |
| Vanguard Small Cap Index | 637.76K | 1.22% | 3.79K |
| Franklin Rising Dividends A | 604.25K | 1.16% | - |
| Franklin Rising Dividends Fund A | 604.25K | 1.16% | - |
| ProShares S&P 500 Dividend Aristocrats | 389.93K | 0.75% | -171.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 381.71K | 0.73% | 271.00 |
| Vanguard Small Cap Growth Index Inv | 355.06K | 0.68% | -359.00 |
| Invesco S&P 500® Equal Weight ETF | 327.98K | 0.63% | -1.12K |
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 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | - |
ERIE Ownership FAQ
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