Erie Indemnity Ownership | Who Owns Erie Indemnity?

Overview RevenueFinancials Chart Transcripts

Erie Indemnity Ownership Summary

Erie Indemnity is owned by 27.58% institutional investors, 45.55% insiders, and 26.87% retail investors. Pnc financial services group is the largest institutional shareholder, holding 10.63% 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	27.58%	45.55%	26.87%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Insurance Brokers Stocks	38.25%	13.19%	48.56%

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
Point72 asia (singapore) pte.	8.71K	0.95%	$3.59M
Tandem wealth advisors	3.90K	0.82%	$1.61M
Bishop & co investment management	5.16K	0.81%	$2.13M

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
Wealthfront advisers	18.18K	0.00%	18.18K	$668.08K
U.s. capital wealth advisors	16.99K	0.22%	16.99K	$7.00M
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

Sold Out

Holder	Change
Capital advisors	-1.00
Tfo-tdc	-1.00
Capital performance advisors llp	-1.00
Smartleaf asset management	-3.00
Pineridge advisors	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	302	-1.95%	16,681,631	-1.15%	35	2.73%	132	-13.16%	116	4.50%

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	803.28K	1.54%	1.23K
Vanguard Institutional 500 Index Trust	691.54K	1.32%	4.34K
Vanguard Small Cap Index	648.58K	1.24%	525.00
Franklin Rising Dividends Fund A	604.25K	1.16%	-
Franklin Rising Dividends A	604.25K	1.16%	-3.25K
ProShares S&P 500 Dividend Aristocrats	438.15K	0.84%	-
Vanguard Institutional Extnd Mkt Idx Tr	381.71K	0.73%	271.00
Vanguard Small Cap Growth Index Inv	364.34K	0.70%	-1.53K
Invesco S&P 500® Equal Weight ETF	339.37K	0.65%	712.00

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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	1

ERIE Ownership FAQ

Who Owns Erie Indemnity?

Erie Indemnity shareholders are primarily institutional investors at 27.58%, followed by 45.55% insiders and 26.87% retail investors. The average institutional ownership in Erie Indemnity's industry, Insurance Brokers Stocks, is 38.25%, which Erie Indemnity falls below.

Who owns the most shares of Erie Indemnity?

Erie Indemnity’s largest shareholders are Pnc financial services group (4.91M shares, 10.63%), Vanguard group (2.95M shares, 6.39%), and Blackrock (2.43M shares, 5.22%). Together, they hold 22.24% 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 12.29% of its assets in 25.3K Erie Indemnity shares, valued at 10.43M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Erie Indemnity shares, with 1.54% of its total shares outstanding invested in 805.42K Erie Indemnity shares.

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