Erie Indemnity Company Ownership | Who Owns Erie Indemnity Company?
Erie Indemnity Company Ownership Summary
Erie Indemnity Company is owned by 36.87% institutional investors, 45.52% insiders, and 17.62% retail investors. Pnc financial services group is the largest institutional shareholder, holding 10.55% of ERIE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.53% of its assets in Erie Indemnity Company shares.
ERIE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Erie Indemnity Company | 36.87% | 45.52% | 17.62% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Insurance Brokers Stocks | 46.62% | 13.67% | 39.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pnc financial services group | 4.91M | 10.55% | $1.78B |
| Vanguard group | 2.47M | 5.30% | $894.25M |
| Blackrock | 2.43M | 5.22% | $880.41M |
| State street | 1.04M | 2.24% | $378.14M |
| Franklin resources | 778.15K | 1.67% | $282.00M |
| Geode capital management | 499.52K | 1.07% | $180.76M |
| Invesco | 337.06K | 0.72% | $122.15M |
| Ubs asset management americas | 267.19K | 0.57% | $96.83M |
| Dimensional fund advisors lp | 198.47K | 0.43% | $71.93M |
| Bank of new york mellon | 192.58K | 0.41% | $69.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wedgewood investors inc /pa/ | 30.30K | 13.04% | $10.98M |
| Allegheny financial group | 66.92K | 6.96% | $24.25M |
| Columbia asset management | 75.66K | 5.11% | $27.42M |
| Atlantic union bankshares | 146.55K | 3.31% | $53.11M |
| Cook wealth management group | 11.15K | 2.34% | $4.32M |
| First united bank & trust | 10.00K | 1.35% | $3.62M |
| Pnc financial services group | 4.91M | 1.19% | $1.78B |
| Bishop & co investment management | 4.74K | 1.04% | $1.72M |
| Rehmann capital advisory group | 30.06K | 0.78% | $10.89M |
| Laraway financial advisors | 2.16K | 0.67% | $782.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 163.83K | 0.06% | 146.15K |
| Invesco | 337.06K | 0.03% | 42.73K |
| Corebridge financial | 31.36K | 0.06% | 31.36K |
| Wedgewood investors inc /pa/ | 30.30K | 13.04% | 30.30K |
| Geode capital management | 499.52K | 0.02% | 29.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Caisse de depot et placement du quebec | 17.21K | 0.02% | -72.01K |
| Apg asset management | - | - | -54.98K |
| State street | 1.04M | 0.02% | -52.67K |
| Blackrock | 2.43M | 0.02% | -46.08K |
| American group | - | - | -32.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corebridge financial | 31.36K | 0.06% | 31.36K | $11.36M |
| Wedgewood investors inc /pa/ | 30.30K | 13.04% | 30.30K | $10.98M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 15.65K | 0.06% | 15.65K | $5.67M |
| Campbell & co investment adviser | 4.58K | 0.14% | 4.58K | $1.66M |
| Omers administration | 2.08K | 0.01% | 2.08K | $753.79K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Zions bancorporation, n.a. | -4.00 |
| Smartleaf asset management | -8.00 |
| Sachetta | -10.00 |
| Atlas capital advisors | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 302 | -1.95% | 16,681,631 | -1.15% | 35 | 2.73% | 132 | -13.16% | 116 | 4.50% |
| Sep 30, 2023 | 308 | 9.61% | 16,876,530 | -2.79% | 36 | 2.61% | 152 | 16.92% | 111 | 16.84% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 802.21K | 1.53% | -3.21K |
| Vanguard Institutional 500 Index Trust | 661.14K | 1.26% | 11.59K |
| Vanguard Small Cap Index | 637.20K | 1.22% | 1.25K |
| Franklin Rising Dividends Fund A | 607.50K | 1.16% | -42.50K |
| Franklin Rising Dividends A | 607.50K | 1.16% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 381.71K | 0.73% | 271.00 |
| Vanguard Small Cap Growth Index Inv | 349.88K | 0.67% | -1.11K |
| SPDR® S&P 500® ETF Trust | 306.92K | 0.59% | -1.74K |
| Fidelity 500 Index | 306.62K | 0.59% | 306.62K |
| iShares Core S&P 500 ETF | 281.48K | 0.54% | 885.00 |
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 |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
ERIE Ownership FAQ
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