Erie Indemnity Company Class AERIE

13F holders, Q2 2024 (June 30)
310holders −6
30new positions
37sold out
6famous investors
$362.34avg. 13F price*

At the end of Q2 2024, 310 institutions reported holding Erie Indemnity Company Class A (ERIE) in their 13F filings, down 6 from Q1 2024. 30 opened new positions and 37 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.8B), Vanguard Group Inc. ($894.3M) and BlackRock Inc. ($880.4M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Erie Indemnity Company Class A
Sector
Finance
CUSIP
29530P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 316Q1 2024Q2 2024: 310Q2 2024Q3 2024: 371Q3 2024Q4 2024: 398Q4 2024Q1 2025: 413Q1 2025Q2 2025: 411Q2 2025Q3 2025: 420Q3 2025Q4 2025: 423Q4 2025Q1 2026: 403Q1 2026Q2 2026: 441Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions30$25.5M
Exits37$35.0M

All 13F filers, Q1 2024 → Q2 2024: 472,794 shares bought and 638,206 shares sold, net −165,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 310 holders

PNC Financial Services Group, Inc. 1.19% Reduce -0.0% 4,911,305 $1.8B
Vanguard Group Inc. 0.02% Reduce -0.4% 2,467,580 $894.3M
BlackRock Inc. 0.02% Reduce -1.9% 2,429,389 $880.4M
State Street Corp. 0.02% Reduce -4.8% 1,043,445 $378.1M
Franklin Resources Inc. 0.09% Add +0.7% 778,149 $282.0M
Geode Capital Management, LLC 0.02% Add +6.3% 499,517 $180.8M
Invesco Ltd. 0.03% Add +14.5% 337,063 $122.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -3.4% 267,191 $96.8M
Dimensional Fund Advisors LP 0.02% Add +6.2% 198,475 $71.9M
Bank of New York Mellon Corp 0.01% Reduce -4.2% 192,576 $69.8M
Northern Trust Corp. 0.01% Add +13.3% 171,408 $62.1M
First Trust Advisors LP 0.06% Add +826.3% 163,832 $59.4M
Morgan Stanley 0.00% Add +13.7% 158,218 $57.3M
Charles Schwab Investment Management Inc. 0.01% Add +7.8% 147,302 $53.4M
Atlantic Union Bankshares Corp 3.31% No change 146,552 $53.1M
Goldman Sachs Group Inc. 0.01% Add +2.5% 144,986 $52.5M
JPMorgan Chase & Co. 0.00% Add +5.3% 126,238 $45.7M
Legal & General Group Plc 0.01% Add +0.4% 106,306 $38.5M
Principal Financial Group Inc. 0.02% Reduce -10.8% 88,490 $32.1M
ProShare Advisors LLC 0.08% Reduce -8.3% 81,140 $29.4M
Columbia Asset Management 5.11% Reduce -15.9% 75,662 $27.4M
Swiss National Bank 0.02% Reduce -1.3% 75,120 $27.2M
Allegheny Financial Group 6.96% Add +1.8% 66,921 $24.3M
Truist Financial Corp. 0.04% Reduce -4.3% 66,709 $24.2M
Amundi 0.01% Reduce -3.7% 59,971 $21.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -12.0% 55,954 $20.3M
Teachers Retirement System of the State of Kentucky 0.18% Reduce -5.0% 54,745 $19.8M
APG Asset Management N.V. 0.03% Reduce -67.2% 54,985 $18.6M
Rhumbline Advisers 0.02% Reduce -0.9% 49,214 $17.8M
Susquehanna Portfolio Strategies, LLC 0.66% Reduce -4.2% 44,161 $16.0M
Erste Asset Management GmbH 0.20% Add +10.8% 41,000 $14.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +13.6% 40,138 $14.5M
California State Teachers Retirement System 0.02% Add +0.8% 37,405 $13.6M
Deutsche Bank AG 0.01% Add +8.1% 34,601 $12.5M
Fort Pitt Capital Group, LLC 0.38% No change 34,500 $12.5M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -8.7% 34,430 $12.5M
Man Group plc 0.03% Reduce -1.5% 33,744 $12.2M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 31,497 $11.4M
Corebridge Financial, Inc. 0.06% — 31,357 $11.4M
Retirement Systems of Alabama 0.04% Reduce -1.7% 30,784 $11.2M
CANADA LIFE ASSURANCE Co 0.02% Add +12.5% 30,483 $11.1M
Ensign Peak Advisors, Inc 0.02% Add +19.9% 30,456 $11.0M
Wedgewood Investors Inc. 13.04% — 30,298 $11.0M
Rehmann Capital Advisory Group 0.78% No change 30,058 $10.9M
Bank of America Corp. 0.00% Reduce -3.4% 29,444 $10.7M
Citigroup Inc. 0.01% Reduce -34.8% 28,988 $10.5M
Andra AP-fonden 0.17% Add +0.4% 27,300 $9.9M
UBS Group AG 0.00% Add +6.2% 26,953 $9.8M
Alliancebernstein L.P. 0.00% Reduce -8.3% 26,162 $9.5M
Ameriprise Financial Inc. 0.00% Reduce -3.7% 25,843 $9.4M
AQR Capital Management 0.01% Add +2.6% 23,236 $8.4M
Jane Street Group, LLC 0.01% Add +136.1% 22,844 $8.3M
Royce & Associates LP 0.08% No change 22,600 $8.2M
Barclays PLC 0.00% Reduce -37.3% 21,802 $7.9M
Citadel Advisors 0.01% Reduce -40.4% 21,695 $7.9M
Gotham Asset Management 0.09% Add +1.3% 19,350 $7.0M
Asset Management One Co., Ltd. 0.02% Add +63.3% 17,991 $6.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.1% 17,254 $6.3M
Caisse de depot et placement du Quebec 0.02% Reduce -80.7% 17,209 $6.2M
HBK Sorce Advisory LLC 0.21% Reduce -0.3% 16,881 $6.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.06% — 15,654 $5.7M
State of Wisconsin Investment Board 0.01% Reduce -11.8% 15,611 $5.7M
Prudential PLC 0.04% New 15,577 $5.6M
Russell Investments Group, Ltd. 0.01% Reduce -5.8% 15,182 $5.5M
SG Americas Securities, LLC 0.03% Add +17.1% 14,880 $5.4M
Daiichi Life Insurance Co., Ltd. 0.13% Add +9.8% 14,491 $5.3M
Pictet Asset Management Holding SA 0.01% Add +46.8% 14,295 $5.2M
Mutual of America Capital Management LLC 0.06% Reduce -3.9% 14,282 $5.2M
BNP Paribas Financial Markets 0.01% Reduce -18.9% 14,216 $5.2M
Sei Investments Co. 0.01% Reduce -1.0% 14,138 $5.1M
Qube Research & Technologies Ltd 0.01% New 13,568 $4.9M
MetLife Investment Management, LLC 0.03% Reduce -4.0% 12,688 $4.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -62.6% 12,553 $4.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -2.9% 12,500 $4.5M
Victory Capital Management Inc. 0.00% Reduce -33.2% 12,267 $4.4M
Janus Henderson Group PLC 0.00% Add +598.2% 12,240 $4.4M
Danske Bank A/S 0.02% Reduce -7.6% 12,212 $4.4M
Cook Wealth, LLC 2.34% No change 11,149 $4.3M
Amalgamated Bank 0.03% Reduce -8.1% 11,241 $4.1M
New York State Teachers Retirement System 0.01% No change 11,193 $4.1M
Twinbeech Capital LP 0.08% New 11,118 $4.0M
Los Angeles Capital Management LLC 0.01% Reduce -19.5% 10,655 $3.9M
Millennium Management 0.00% Add +1449.2% 10,581 $3.8M
Yousif Capital Management, LLC 0.04% Reduce -8.2% 10,214 $3.7M
First United Bank & Trust 1.35% No change 10,000 $3.6M
State of New Jersey Common Pension Fund D 0.02% Reduce -35.0% 9,949 $3.6M
HSBC Holdings PLC 0.00% Add +3.1% 9,726 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +2.2% 9,569 $3.5M
Creative Planning 0.00% Reduce -0.5% 9,543 $3.5M
Bank of Montreal 0.00% Add +85.8% 9,033 $3.3M
Brown Advisory Inc. 0.00% Reduce -3.5% 9,123 $3.3M
Osaic Holdings, Inc. 0.01% Reduce -19.8% 8,750 $3.2M
Comerica Bank 0.01% Reduce -9.1% 8,738 $3.2M
Intech Investment Management LLC 0.03% Add +224.4% 7,556 $2.7M
State of Tennessee, Department of Treasury 0.01% No change 7,400 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -1.4% 7,100 $2.6M
Canada Pension Plan Investment Board 0.00% Add +75.0% 7,000 $2.5M
Arizona State Retirement System 0.02% Reduce -0.1% 6,979 $2.5M
American Century Companies Inc. 0.00% Add +5.3% 6,732 $2.4M
Donaldson Capital Management, LLC 0.10% No change 6,535 $2.4M

"% of holder's portfolio" is ERIE's weight in each manager's 13F, not the share of Erie Indemnity Company Class A the manager owns.

Show all 310 holders