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
Handelsbanken Fonder AB 0.01% Add +23.8% 6,765 $3.7M
Susquehanna International Group, LLP 0.01% Add +750.4% 6,701 $3.6M
Agf Management Ltd. 0.02% Add +6.8% 6,582 $3.6M
KBC Group NV 0.01% Add +12.4% 6,435 $3.5M
Jane Street Group, LLC 0.01% Reduce -72.5% 6,290 $3.4M
Corebridge Financial, Inc. 0.02% Reduce -80.5% 6,100 $3.3M
Intech Investment Management LLC 0.04% Reduce -19.4% 6,086 $3.3M
MetLife Investment Management, LLC 0.02% Reduce -52.3% 6,051 $3.3M
Nuveen Asset Management, LLC 0.00% New 5,907 $3.2M
Paloma Partners Management Co 0.22% New 5,793 $3.1M
Baker Avenue Asset Management, LP 0.10% Add +5.5% 5,557 $3.0M
Retirement Systems of Alabama 0.01% Reduce -82.1% 5,501 $3.0M
Donaldson Capital Management, LLC 0.11% Reduce -16.3% 5,470 $3.0M
Kestra Advisory Services, LLC 0.02% Add +0.1% 5,436 $2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.8% 5,430 $2.9M
IFM Investors Pty Ltd 0.03% No change 5,317 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +10.8% 5,304 $2.9M
Los Angeles Capital Management LLC 0.01% Reduce -52.3% 5,082 $2.7M
Czech National Bank 0.03% New 5,080 $2.7M
LPL Financial LLC 0.00% Add +170.4% 4,953 $2.7M
Forsta Ap-Fonden 0.02% Add +6.5% 4,900 $2.6M
DNB Asset Management AS 0.01% No change 4,897 $2.6M
Cibc World Markets Corp. 0.02% Add +256.6% 4,886 $2.6M
Illinois Municipal Retirement Fund 0.04% No change 4,832 $2.6M
ProShare Advisors LLC 0.01% Reduce -94.1% 4,788 $2.6M
Bishop & Co Investment Management, LLC 0.97% No change 4,735 $2.6M
Van Eck Associates Corp. 0.00% Add +11.0% 5,384 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -82.6% 4,496 $2.4M
Voya Investment Management LLC 0.00% New 4,465 $2.4M
Balyasny Asset Management L.P. 0.01% New 4,458 $2.4M
Rodgers Brothers Inc. 0.30% Reduce -3.5% 4,355 $2.4M
Public Sector Pension Investment Board 0.01% Add +29.3% 4,308 $2.3M
Mfa Wealth Advisors, LLC 0.51% Reduce -3.7% 4,295 $2.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -12.8% 4,242 $2.3M
Storebrand Asset Management As 0.01% Add +7.9% 4,141 $2.2M
Blair William & Co. 0.01% Add +4.6% 4,090 $2.2M
CIBC Asset Management Inc 0.01% Add +214.9% 4,088 $2.2M
Culbertson A N & Co. Inc. 0.35% Reduce -0.0% 4,013 $2.2M
Bank of Nova Scotia 0.00% Add +74.8% 4,000 $2.2M
Tredje AP-fonden 0.02% No change 3,960 $2.1M
Tidal Investments LLC 0.02% Add +48.2% 3,888 $2.1M
Wells Fargo & Company 0.00% Add +10.2% 3,851 $2.1M
Credit Agricole S A 0.01% Add +381.2% 3,739 $2.0M
Vestcor Inc 0.06% Add +0.0% 3,676 $2.0M
Natixis 0.01% New 3,607 $1.9M
Amalgamated Bank 0.02% Reduce -68.1% 3,590 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +10355.9% 3,555 $1.9M
Pinebridge Investments, L.P. 0.01% New 3,463 $1.9M
Pathstone Holdings, LLC 0.01% Reduce -31.6% 3,429 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -40.2% 3,424 $1.8M
UniSuper Management Pty Ltd 0.01% New 3,400 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +13.8% 3,377 $1.8M
New York Life Investment Management LLC 0.02% New 3,309 $1.8M
Nissay Asset Management Corp. /Japan 0.01% Add +3.1% 3,226 $1.7M
Korea Investment CORP 0.00% Reduce -11.1% 3,212 $1.7M
Daiwa Securities Group Inc. 0.01% Add +78.6% 3,070 $1.7M
Mutual of America Capital Management LLC 0.02% Reduce -78.5% 3,066 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -70.1% 3,050 $1.6M
CPC Advisors, LLC 0.24% Add +230.7% 3,006 $1.6M
1832 Asset Management L.P. 0.00% Reduce -13.8% 3,005 $1.6M
Courier Capital LLC 0.11% No change 3,000 $1.6M
State of Alaska, Department of Revenue 0.02% Add +7.2% 2,900 $1.6M
Nordea Investment Management AB 0.00% Add +24.6% 2,870 $1.6M
Janney Montgomery Scott LLC 0.00% Add +2.3% 2,821 $1.5M
DekaBank Deutsche Girozentrale 0.00% Add +1.6% 2,783 $1.5M
Alberta Investment Management Corp 0.01% New 2,800 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 2,775 $1.5M
Oddo BHF Asset Management Sas 0.07% — 2,745 $1.5M
Huntington National Bank 0.01% Reduce -0.1% 2,710 $1.5M
Comerica Bank 0.01% Reduce -69.4% 2,673 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +23.3% 2,679 $1.4M
Aberdeen Group plc 0.00% Add +164.4% 2,594 $1.4M
Pennsylvania Capital Management Inc. 0.50% No change 2,550 $1.4M
Kestra Investment Management, LLC 0.06% New 2,461 $1.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +132.8% 2,433 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +2.1% 2,421 $1.3M
Xponance LLC 0.01% Reduce -23.0% 2,276 $1.2M
Jump Financial, LLC 0.03% Reduce -20.7% 2,211 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -57.5% 2,200 $1.2M
Achmea Investment Management B.V. 0.02% Add +15.0% 2,175 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +6.6% 2,168 $1.2M
Occudo Quantitative Strategies LP 0.21% Add +45.3% 2,141 $1.2M
Laraway Financial Advisors Inc 0.92% Reduce -1.2% 2,135 $1.2M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.4% 2,035 $1.1M
Abacus FCF Advisors LLC 0.25% Reduce -20.7% 1,960 $1.1M
Exchange Traded Concepts, LLC 0.02% Add +19.7% 1,905 $1.0M
Keybank National Association 0.00% No change 1,889 $1.0M
Pacer Advisors, Inc. 0.00% Reduce -62.3% 1,842 $994K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +1504.5% 1,781 $960K
Lido Advisors, LLC 0.01% New 1,759 $950K
Kentucky Retirement Systems 0.03% New 1,738 $938K
Entropy Technologies, LP 0.10% New 1,727 $932K
HighTower Advisors, LLC 0.00% Reduce -1.6% 1,629 $898K
Metis Global Partners, LLC 0.03% Add +56.1% 1,656 $894K
Mizuho Securities USA LLC 0.02% New 1,617 $873K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2273.5% 1,614 $871K
Hartford Investment Management Co. 0.03% New 1,583 $855K
Swiss Life Asset Management Ltd 0.01% Add +144.8% 1,584 $854K
Tobam 0.15% Reduce -40.8% 1,555 $839K
MAI Capital Management 0.01% Reduce -64.8% 1,523 $822K
Inceptionr LLC 0.20% Add +35.8% 1,514 $817K
Ade, LLC 0.49% No change 1,488 $803K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.4% 1,480 $799K
Colonial River Investments, LLC 0.39% New 1,468 $792K
Axxcess Wealth Management, LLC 0.02% New 1,464 $790K
Tower Research Capital LLC (TRC) 0.02% Reduce -21.3% 1,423 $768K
Rakuten Investment Management, Inc. 0.00% Add +307.4% 1,422 $766K
Ballentine Partners, LLC 0.01% No change 1,418 $765K
Neuberger Berman Group LLC 0.00% Reduce -0.3% 1,416 $764K
Louisiana State Employees Retirement System 0.01% Reduce -80.3% 1,400 $756K
Securian Asset Management, Inc. 0.02% Reduce -30.7% 1,379 $744K
Captrust Financial Advisors 0.00% Reduce -6.3% 1,377 $743K
Siemens Fonds Invest GmbH 0.06% Add +26.3% 1,369 $739K
Mariner, LLC 0.00% Reduce -3.9% 1,325 $715K
TriaGen Wealth Management LLC 0.24% Reduce -0.5% 1,309 $707K
Econ Financial Services Corp 0.39% Reduce -49.2% 1,300 $702K
Formidable Asset Management, LLC 0.11% Reduce -35.1% 1,282 $692K
Oppenheimer & Co. Inc. 0.01% New 1,271 $686K
Macquarie Group Ltd. 0.00% Add +42.9% 1,266 $683K
ING Groep NV 0.00% New 1,257 $679K
New Mexico Educational Retirement Board 0.02% Reduce -76.5% 1,200 $648K
Lighthouse Investment Partners, LLC 0.04% New 1,200 $648K
Seven Eight Capital, LP 0.06% New 1,177 $635K
State Board of Administration of Florida Retirement System 0.00% No change 1,172 $633K
Allspring Global Investments Holdings, LLC 0.00% Add +7406.7% 1,126 $608K
Great Diamond Partners, LLC 0.15% New 1,116 $602K
Bridgewater Associates 0.00% Reduce -60.5% 1,103 $595K
Cerity Partners LLC 0.00% Add +10.6% 1,058 $571K
Ontario Teachers Pension Plan Board 0.01% Reduce -54.4% 1,011 $546K
First Trust Direct Indexing L.P. 0.03% Reduce -18.3% 991 $535K
Quantinno Capital Management LP 0.01% Add +26.9% 987 $533K
Mitchell Sinkler & Starr 0.13% Add +79.1% 985 $532K
Thrivent Financial for Lutherans 0.00% Reduce -83.8% 979 $528K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 972 $525K
AE Wealth Management LLC 0.00% New 959 $518K
Raymond James & Associates 0.00% Add +0.3% 940 $507K
Panagora Asset Management Inc. 0.00% Add +0.1% 922 $498K
Crossmark Global Holdings, Inc. 0.01% Reduce -35.8% 913 $493K
CNB Bank 0.23% Reduce -32.1% 907 $490K
Norinchukin Bank, The 0.01% New 899 $485K
OMERS ADMINISTRATION Corp 0.00% Reduce -57.7% 880 $475K
Atria Investments, Inc 0.01% Add +11.6% 879 $474K
Investment Management Corp of Ontario 0.01% Add +32.8% 810 $437K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -85.8% 790 $426K
Williams Jones Wealth Management, LLC. 0.00% No change 770 $416K
Parallel Advisors, LLC 0.01% Reduce -0.1% 768 $415K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 768 $414K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -45.2% 741 $400K
Two Sigma Securities, LLC 0.03% New 738 $398K
Kentucky Retirement Systems Insurance Trust Fund 0.03% New 738 $398K
Baird Financial Group, Inc. 0.00% Reduce -1.5% 725 $391K
CI Investments Inc. 0.00% Add +8.3% 720 $389K
Cetera Investment Advisers 0.00% Add +1.6% 704 $380K
Tokio Marine Asset Management Co. Ltd. 0.02% New 700 $378K
Johnson Investment Counsel Inc. 0.00% No change 700 $378K
TrinityPoint Wealth, LLC 0.05% Add +0.3% 685 $370K
Bessemer Group Inc. 0.00% Add +0.7% 679 $366K
Cynosure Group, LLC 0.05% Reduce -35.9% 677 $365K
Squarepoint Ops LLC 0.00% Reduce -73.4% 671 $362K
JFS Wealth Advisors, LLC 0.02% No change 658 $355K
Journey Strategic Wealth LLC 0.01% Add +15.6% 654 $353K
Forum Financial Management, LP 0.01% Add +0.2% 646 $349K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.1% 640 $345K
Guggenheim Capital LLC 0.00% Reduce -36.8% 633 $342K
US Bancorp \de 0.00% Add +14.2% 621 $335K
Trust Asset Management LLC 0.03% New 607 $328K
Qube Research & Technologies Ltd 0.00% Reduce -95.6% 603 $326K
GTS Securities LLC 0.01% New 602 $325K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +22.6% 597 $322K
MBB Public Markets I LLC 0.03% Reduce -68.0% 588 $317K
International Assets Investment Management, LLC 0.03% New 571 $308K
Centiva Capital, LP 0.01% New 568 $307K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 559 $302K
B. Metzler seel. Sohn & Co. AG 0.00% No change 559 $302K
Campbell & CO Investment Adviser LLC 0.02% Reduce -87.8% 557 $301K
Orion Porfolio Solutions, LLC 0.00% New 547 $295K
Orion Portfolio Solutions, LLC 0.00% New 547 $295K
Ethic Inc. 0.01% Reduce -20.8% 733 $294K
Gladstone Institutional Advisory LLC 0.01% New 545 $294K
Inspire Investing, LLC 0.03% Reduce -28.0% 526 $284K
Avantax Advisory Services, Inc. 0.00% New 521 $281K
Court Place Advisors, LLC 0.08% New 513 $277K
Prudential PLC 0.00% Reduce -96.7% 510 $275K
Avantax Planning Partners, Inc. 0.01% Reduce -59.6% 502 $271K
Godshalk Welsh Capital Management, Inc. 0.17% New 500 $270K
Bailard, Inc. 0.01% New 500 $270K
Atria Wealth Solutions, Inc. 0.00% New 500 $270K
Wellington Shields & Co., LLC 0.08% New 494 $267K
Federation des caisses Desjardins du Quebec 0.00% No change 494 $266K
Capstone Investment Advisors, LLC 0.01% New 488 $263K
Integrated Capital Management, Inc. 0.20% New 485 $262K
Advisors Asset Management, Inc. 0.00% Reduce -30.5% 472 $255K
Bleakley Financial Group, LLC 0.01% New 468 $253K
Laidlaw Wealth Management LLC 0.12% New 466 $252K
AXA S.A. 0.00% New 452 $244K
Cozad Asset Management Inc. 0.02% New 448 $242K
Bill Few Associates, Inc. 0.08% New 430 $232K
V-Square Quantitative Management LLC 0.03% New 429 $232K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 417 $225K
Empowered Funds, LLC 0.00% New 417 $225K
Evergreen Capital Management LLC 0.01% New 412 $222K
Apella Capital, LLC 0.01% New 407 $220K
Park National Corp. 0.01% New 405 $219K
SeaCrest Wealth Management, LLC 0.02% New 398 $215K
Commerce Bank 0.00% New 394 $213K
Profund Advisors LLC 0.01% Reduce -43.3% 392 $212K
DoubleLine ETF Adviser LP 0.05% New 390 $211K
Cresset Asset Management, LLC 0.00% New 386 $209K
Quadrant Capital Group LLC 0.01% Add +6.7% 385 $208K
Checchi Capital Advisers, LLC 0.02% New 384 $207K
West Family Investments, Inc. 0.07% New 382 $206K
Harvest Fund Management Co., Ltd 0.01% New 376 $203K
Horizon Investments, LLC 0.00% Add +6660.0% 338 $182K
Ostrum Asset Management 0.01% Add +1.1% 279 $151K
Global Retirement Partners, LLC 0.00% Reduce -2.2% 262 $141K
Ameritas Investment Partners, Inc. 0.00% Reduce -95.2% 253 $137K
Gladius Capital Management LP 0.07% Reduce -13.0% 228 $123K
Signaturefd, LLC 0.00% Reduce -1.9% 204 $110K
CENTRAL TRUST Co 0.00% No change 200 $108K
Federated Hermes, Inc. 0.00% Reduce -93.8% 158 $85K
GeoWealth Management, LLC 0.00% New 138 $74K
Shell Asset Management Co. 0.00% — 137 $74K
GAMMA Investing LLC 0.01% Add +75.0% 133 $72K
Blue Trust, Inc. 0.00% Add +96.8% 187 $68K
TD Waterhouse Canada Inc. 0.00% Add +62.1% 107 $58K
Allworth Financial LP 0.00% No change 81 $44K
Rise Advisors, LLC 0.02% No change 64 $35K
Thompson Investment Management, Inc. 0.01% No change 64 $35K
USA Financial Formulas 0.01% New 60 $32K
Whittier Trust Co. 0.00% No change 50 $27K
Fifth Third Bancorp 0.00% Reduce -54.9% 46 $25K
NewEdge Advisors, LLC 0.00% No change 40 $22K
Farther Finance Advisors, LLC 0.00% Add +5.9% 36 $19K
DT Investment Partners, LLC 0.00% New 33 $18K
Northwest Investment Counselors, LLC 0.00% New 33 $18K
LGT Financial Advisors LLC 0.04% No change 28 $15K
Arax Advisory Partners 0.00% Reduce -6.9% 27 $15K
Geneos Wealth Management Inc. 0.00% New 26 $14K
Larson Financial Group LLC 0.00% No change 25 $13K
EverSource Wealth Advisors, LLC 0.00% Add +71.4% 24 $13K
Principal Securities, Inc. 0.00% Reduce -28.1% 23 $13K
Ossiam 0.00% New 23 $12K
Versant Capital Management, Inc 0.00% No change 18 $10K
Y.D. More Investments Ltd 0.00% New 15 $8K
Cwm, LLC 0.00% Add +44.4% 13 $7K
Hemington Wealth Management 0.00% New 15 $6K
Venturi Wealth Management, LLC 0.00% No change 11 $6K
IFP Advisors, Inc 0.00% Reduce -87.8% 11 $6K
CVA Family Office, LLC 0.00% Add +66.7% 10 $5K
Farmers & Merchants Investments Inc. 0.00% No change 10 $5K
SJS Investment Consulting Inc. 0.00% No change 8 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 8 $4K
Lindbrook Capital, LLC 0.00% Add +14.3% 8 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Add +16.7% 7 $4K
Quent Capital, LLC 0.00% Add +20.0% 6 $3K
Bell Investment Advisors, Inc 0.00% No change 5 $3K
Prestige Wealth Management Group LLC 0.00% No change 4 $2K
Peterson Financial Group, Inc. 0.01% New 3 $2K
Pineridge Advisors LLC 0.00% New 3 $2K
UMB Bank, n.a. 0.00% Reduce -66.7% 3 $2K
Smartleaf Asset Management LLC 0.00% New 3 $2K
PEAK6 Investments LLC 0.00% Reduce -33.3% 2 $1K
Bruce G. Allen Investments, LLC 0.00% No change 2 $1K
Manchester Capital Management LLC 0.00% No change 2 $1K
Harbour Investments, Inc. 0.00% Add +100.0% 2 $1K
Capital Advisors, Ltd. LLC 0.00% New 1 $1K
Penserra Capital Management LLC 0.00% New 3 $1K
Earned Wealth Advisors, LLC 0.00% New 1 $540
Aster Capital Management (DIFC) Ltd 0.00% — 1 $540
AlphaQuest LLC 0.00% Reduce -98.9% 1 $540
Avion Wealth 0.00% New 1 $0

"% 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.