Erie Indemnity Company Class AERIE

13F holders, Q3 2024 (September 30)
371holders +61
84new positions
23sold out
6famous investors
$539.36avg. 13F price*

At the end of Q3 2024, 371 institutions reported holding Erie Indemnity Company Class A (ERIE) in their 13F filings, up 61 from Q2 2024. 84 opened new positions and 23 sold out. The largest holders were PNC Financial Services Group, Inc. ($2.7B), Vanguard Group Inc. ($1.6B) and BlackRock, Inc. ($968.0M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions84$108.2M
Exits23$36.2M

All 13F filers, Q2 2024 → Q3 2024: 1,783,167 shares bought and 1,104,986 shares sold, net +678,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 371 holders

PNC Financial Services Group, Inc. 1.69% Reduce -0.0% 4,910,893 $2.7B
Vanguard Group Inc. 0.03% Add +17.4% 2,898,133 $1.6B
BlackRock, Inc. 0.02% — 1,793,194 $968.0M
State Street Corp. 0.03% Add +32.0% 1,376,981 $743.3M
Geode Capital Management, LLC 0.03% Add +45.6% 727,168 $391.4M
Franklin Resources Inc. 0.11% Reduce -7.3% 721,075 $384.5M
Invesco Ltd. 0.03% Reduce -6.6% 314,750 $169.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -19.7% 214,644 $115.9M
Morgan Stanley 0.01% Add +16.9% 185,031 $99.9M
Dimensional Fund Advisors LP 0.02% Reduce -6.9% 184,800 $99.8M
Northern Trust Corp. 0.01% Reduce -4.4% 163,881 $88.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.2% 142,581 $77.0M
Bank of New York Mellon Corp 0.01% Reduce -31.1% 132,583 $71.6M
Atlantic Union Bankshares Corp 3.52% Reduce -23.3% 112,377 $60.7M
Goldman Sachs Group Inc. 0.01% Reduce -29.5% 102,276 $55.2M
Legal & General Group Plc 0.01% Reduce -13.8% 91,635 $49.5M
Barclays PLC 0.02% Add +311.0% 89,614 $48.4M
Swiss National Bank 0.03% No change 75,120 $40.6M
Columbia Asset Management 7.06% Reduce -0.8% 75,036 $40.5M
JPMorgan Chase & Co. 0.00% Reduce -40.8% 74,733 $40.3M
Caisse de depot et placement du Quebec 0.08% Add +307.2% 70,076 $37.8M
Deutsche Bank AG 0.02% Add +98.3% 68,622 $37.0M
Allegheny Financial Group 8.75% Reduce -1.9% 65,638 $35.4M
UBS Group AG 0.01% Add +133.3% 62,888 $33.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +55.6% 62,475 $33.7M
Truist Financial Corp. 0.05% Reduce -9.0% 60,719 $32.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +6.6% 59,647 $32.2M
Millennium Management 0.02% Add +380.9% 50,885 $27.5M
Teachers Retirement System of the State of Kentucky 0.21% Reduce -16.9% 45,506 $24.6M
HSBC Holdings PLC 0.02% Add +358.8% 44,623 $24.1M
Bank of America Corp. 0.00% Add +45.3% 42,792 $23.1M
Norges Bank 0.00% New 40,769 $22.0M
Citigroup Inc. 0.02% Add +32.2% 38,321 $20.7M
First Trust Advisors LP 0.02% Reduce -76.7% 38,257 $20.7M
BNP Paribas Financial Markets 0.02% Add +162.2% 37,275 $20.1M
California State Teachers Retirement System 0.02% Reduce -0.4% 37,250 $20.1M
Erste Asset Management GmbH 0.24% Reduce -9.8% 37,000 $20.0M
T. Rowe Price Associates Inc. 0.00% Add +274.3% 35,813 $19.3M
Amundi 0.01% Reduce -40.9% 35,432 $18.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +0.1% 34,449 $18.6M
Principal Financial Group Inc. 0.01% Reduce -61.2% 34,356 $18.5M
Fort Pitt Capital Group, LLC 0.49% Reduce -6.1% 32,400 $17.5M
Man Group plc 0.05% Reduce -5.1% 32,031 $17.3M
Envestnet Asset Management Inc. 0.01% Reduce -2.2% 30,794 $16.6M
Rehmann Capital Advisory Group 1.06% No change 30,058 $16.2M
Rhumbline Advisers 0.01% Reduce -42.7% 28,211 $15.2M
AQR Capital Management 0.02% Add +20.5% 28,008 $15.1M
Citadel Advisors 0.02% Add +24.1% 26,928 $14.5M
Bank of Montreal 0.01% Add +189.3% 26,136 $14.1M
Wedgewood Investors Inc. 14.97% Reduce -16.2% 25,398 $13.7M
Ensign Peak Advisors, Inc 0.02% Reduce -19.5% 24,516 $13.2M
Adage Capital Partners Gp, L.L.C. 0.02% New 23,500 $12.7M
Royce & Associates LP 0.11% No change 22,600 $12.2M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 21,000 $11.3M
Teacher Retirement System of Texas 0.05% Add +3138.8% 20,534 $11.1M
SG Americas Securities, LLC 0.04% Add +37.5% 20,457 $11.0M
CANADA LIFE ASSURANCE Co 0.02% Reduce -33.7% 20,210 $10.9M
Prudential Financial Inc. 0.01% Add +571.3% 19,623 $10.6M
Royal Bank of Canada 0.00% Add +959.2% 18,695 $10.1M
State of Wisconsin Investment Board 0.02% Add +17.3% 18,317 $9.9M
Asset Management One Co., Ltd. 0.04% Add +1.4% 18,235 $9.8M
Gotham Asset Management 0.10% Reduce -9.6% 17,503 $9.4M
Alliancebernstein L.P. 0.00% Reduce -37.4% 16,369 $8.8M
Susquehanna Portfolio Strategies, LLC 0.60% Reduce -63.1% 16,300 $8.8M
HBK Sorce Advisory LLC 0.27% Reduce -4.0% 16,210 $8.8M
Russell Investments Group, Ltd. 0.01% Add +1.8% 15,454 $8.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -11.3% 15,302 $8.3M
Pictet Asset Management Holding SA 0.01% Add +7.0% 15,300 $8.3M
Andra AP-fonden 0.12% Reduce -45.8% 14,800 $8.0M
Sei Investments Co. 0.01% Reduce -1.4% 13,942 $7.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% — 13,654 $7.4M
Chevy Chase Trust Holdings, LLC 0.02% New 13,374 $7.2M
FMR LLC 0.00% Add +491.5% 13,113 $7.1M
National Bank of Canada 0.01% Add +10709.3% 12,755 $6.9M
Resona Asset Management Co.,Ltd. 0.04% Add +0.1% 12,518 $6.8M
Toronto Dominion Bank 0.01% Add +395.0% 12,455 $6.7M
Daiichi Life Insurance Co., Ltd. 0.17% Reduce -15.5% 12,239 $6.6M
Janus Henderson Group PLC 0.00% Reduce -0.2% 12,213 $6.6M
Danske Bank A/S 0.02% Reduce -1.6% 12,012 $6.5M
Robeco Institutional Asset Management B.V. 0.01% Reduce -6.9% 11,686 $6.3M
Renaissance Technologies 0.01% New 10,971 $5.9M
Victory Capital Management Inc. 0.01% Reduce -15.2% 10,403 $5.6M
First United Bank & Trust 1.94% No change 10,000 $5.4M
State of New Jersey Common Pension Fund D 0.02% No change 9,949 $5.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +69.0% 9,244 $5.0M
Vident Advisory, LLC 0.12% Add +97.2% 9,172 $5.0M
Brown Advisory Inc. 0.01% No change 9,123 $4.9M
Cook Wealth, LLC 2.46% Reduce -2.6% 10,854 $4.9M
TD Asset Management Inc 0.00% Add +73.4% 8,730 $4.7M
Canada Pension Plan Investment Board 0.00% Add +21.6% 8,514 $4.6M
Osaic Holdings, Inc. 0.01% Reduce -2.7% 8,512 $4.6M
Rafferty Asset Management, LLC 0.02% Add +1290.5% 8,482 $4.6M
Allianz Asset Management GmbH 0.01% Add +37.0% 8,352 $4.5M
Creative Planning 0.00% Reduce -13.3% 8,278 $4.5M
New York State Teachers Retirement System 0.01% Reduce -27.4% 8,128 $4.4M
Nomura Asset Management Co. Ltd. 0.01% Add +15.2% 7,406 $4.0M
State of Michigan Retirement System 0.02% Add +12.3% 7,332 $4.0M
Arizona State Retirement System 0.02% Add +4.3% 7,278 $3.9M
Twin Tree Management, LP 0.09% New 7,138 $3.9M
American Century Companies Inc. 0.00% Add +2.7% 6,912 $3.7M

"% 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 371 holders