Erie Indemnity Ownership | Who Owns Erie Indemnity?

Overview RevenueFinancials Chart Transcripts

Erie Indemnity Ownership Summary

Erie Indemnity 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 shares.

ERIE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Erie Indemnity	36.87%	45.52%	17.62%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Insurance Brokers Stocks	42.19%	14.60%	43.20%

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	10.72K	1.90%	$4.05M
First united bank & trust	10.00K	1.50%	$4.12M
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
International assets investment management	-	-	-308.24K
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

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
U.s. capital wealth advisors	16.99K	0.22%	16.99K	$7.00M
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

Sold Out

Holder	Change
Tfo-tdc	-1.00
Pineridge advisors	-3.00
Zions bancorporation, n.a.	-4.00
Smartleaf asset management	-8.00
Sachetta	-10.00

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	800.30K	1.53%	778.00
Vanguard Institutional 500 Index Trust	676.23K	1.29%	5.16K
Vanguard Small Cap Index	646.91K	1.24%	5.96K
Franklin Rising Dividends Fund A	607.50K	1.16%	-
Franklin Rising Dividends A	604.25K	1.16%	-3.25K
Vanguard Institutional Extnd Mkt Idx Tr	381.71K	0.73%	271.00
Invesco S&P 500® Equal Weight ETF	368.99K	0.71%	405.00
Vanguard Small Cap Growth Index Inv	366.46K	0.70%	13.82K
SPDR® S&P 500® ETF Trust	313.46K	0.60%	2.40K
Fidelity 500 Index	308.21K	0.59%	2.10K

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

Who Owns Erie Indemnity?

Erie Indemnity shareholders are primarily institutional investors at 36.87%, followed by 45.52% insiders and 17.61% retail investors. The average institutional ownership in Erie Indemnity's industry, Insurance Brokers Stocks, is 42.19%, 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, 10.55%), Vanguard group (2.47M shares, 5.30%), and Blackrock (2.43M shares, 5.22%). Together, they hold 21.06% 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 13.04% of its assets in 30.3K Erie Indemnity shares, valued at 10.98M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Erie Indemnity shares, with 1.53% of its total shares outstanding invested in 800.3K Erie Indemnity shares.

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