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Erie Indemnity Company (ERIE) institutional ownership

Latest close $225.01 Jul 20, 2026
Market cap$11.0B 52-week range SectorFinancial Services
Funds holding · Q1 2026
411
reported ERIE position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $134M
221 buyers · 190 sellers

Erie Indemnity Company (ERIE) price and institutional activity

Dates

Q1 2026

$550M bought by 221 investors
Schwab$157MInvesco Ltd.$48M +219 more
$684M sold by 190 investors
Cresset Asset Management, LLC-$464MNorges-$46M +188 more
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Bought Sold Totals per quarter; hover a bar for the names.

Erie Indemnity Company (ERIE) institutional activity · 411

Investor Type Est. change Change Δ Own Date
Cresset Asset Management, LLC · Reduced −$464M
Change −1.7M Date Q1 2026
Cresset Asset Management, LLC Reduced· Q1 2026 −$464M −1.7M Q1 2026
Schwab · Added +$157M
Change +586K Date Q1 2026
Schwab Added· Q1 2026 +$157M +586K Q1 2026
Invesco Ltd. · Added +$48M
Change +177K Δ Own +21.7% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +$48M +177K +21.7% Q1 2026
Norges · Exited −$46M
Change −172K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$46M −172K −100.0% Q1 2026
Bank of America Corp · Added +$31M
Change +115K Date Q1 2026
Bank of America Corp Added· Q1 2026 +$31M +115K Q1 2026
Millennium Management LLC · Added +$31M
Change +114K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$31M +114K Q1 2026
Goldman Sachs Group Inc · Reduced −$28M
Change −104K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −$28M −104K Q1 2026
Proshare Advisors LLC · Added +$27M
Change +100K Date Q1 2026
Proshare Advisors LLC Added· Q1 2026 +$27M +100K Q1 2026
D. E. Shaw & Co., Inc. · Reduced −$17M
Change −64K Δ Own −84.5% Date Q1 2026
D. E. Shaw & Co., Inc. Reduced· Q1 2026 −$17M −64K −84.5% Q1 2026
Morgan Stanley · Added +$16M
Change +59K Date Q1 2026
Morgan Stanley Added· Q1 2026 +$16M +59K Q1 2026
Focus Partners Wealth · Added +$15M
Change +56K Date Q1 2026
Focus Partners Wealth Added· Q1 2026 +$15M +56K Q1 2026
Tudor Investment Corp Et Al · Reduced −$14M
Change −52K Date Q1 2026
Tudor Investment Corp Et Al Reduced· Q1 2026 −$14M −52K Q1 2026
Geode · Added +$14M
Change +52K Date Q1 2026
Geode Added· Q1 2026 +$14M +52K Q1 2026
Caisse de Depot Et Placement du Quebec · Added +$12M
Change +45K Date Q1 2026
Caisse de Depot Et Placement du Quebec Added· Q1 2026 +$12M +45K Q1 2026
Citigroup Inc · Added +$12M
Change +45K Date Q1 2026
Citigroup Inc Added· Q1 2026 +$12M +45K Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 411

Famous investor activity in Erie Indemnity Company (ERIE)

Erie Indemnity Company (ERIE) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Smith Douglas Edward · Officer Other Form 4 events $19
Price $239.75 Qty 0 Owned 5K ΔOwn 0.0% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Smith Douglas Edward Officer Other Form 4 events $239.75 0 $19 5K 0.0% Jun 30, 2026 Jul 1, 2026
Shine Sarah · Officer Other Form 4 events $1K
Price $239.75 Qty 5 Owned 558 ΔOwn +0.8% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Shine Sarah Officer Other Form 4 events $239.75 5 $1K 558 +0.8% Jun 30, 2026 Jul 1, 2026
Dabreo Anthony · Officer Other Form 4 events $75
Price $239.75 Qty 0 Owned 912 ΔOwn 0.0% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Dabreo Anthony Officer Other Form 4 events $239.75 0 $75 912 0.0% Jun 30, 2026 Jul 1, 2026
Cook Cody · Officer Other Form 4 events $1K
Price $239.75 Qty 5 Owned 1K ΔOwn +0.4% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Cook Cody Officer Other Form 4 events $239.75 5 $1K 1K +0.4% Jun 30, 2026 Jul 1, 2026
Srinivasa Parthasarathy · Officer Other Form 4 events $181K
Price $227.22 Qty 796 Owned 3K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Srinivasa Parthasarathy Officer Other Form 4 events $227.22 796 $181K 3K Jun 5, 2026 Jun 8, 2026
Novacek Jorie L. · Officer Other Form 4 events $47K
Price $227.22 Qty 207 Owned 998 Trade date Jun 5, 2026 Filed date Jun 8, 2026
Novacek Jorie L. Officer Other Form 4 events $227.22 207 $47K 998 Jun 5, 2026 Jun 8, 2026
Dugan Sean · Officer Other Form 4 events $67K
Price $227.22 Qty 296 Owned 1K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Dugan Sean Officer Other Form 4 events $227.22 296 $67K 1K Jun 5, 2026 Jun 8, 2026
Bolash Brian W. · Officer Other Form 4 events $82K
Price $227.22 Qty 361 Owned 4K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Bolash Brian W. Officer Other Form 4 events $227.22 361 $82K 4K Jun 5, 2026 Jun 8, 2026
Vorsheck Elizabeth A. · Director 3 operations +$1.4M
Price $200.00–$211.50 Qty +7K Owned 3.0M Trade date Jun 2, 2026 Filed date Jun 4, 2026
Vorsheck Elizabeth A. Director 3 operations $200.00–$211.50 +7K +$1.4M 3.0M Jun 2, 2026 Jun 4, 2026
Smith Douglas Edward · Officer Other Form 4 events $196
Price $213.07 Qty 1 Owned 5K Trade date May 31, 2026 Filed date Jun 1, 2026
Smith Douglas Edward Officer Other Form 4 events $213.07 1 $196 5K May 31, 2026 Jun 1, 2026
Shine Sarah · Officer Other Form 4 events $1K
Price $213.07 Qty 6 Owned 553 Trade date May 31, 2026 Filed date Jun 1, 2026
Shine Sarah Officer Other Form 4 events $213.07 6 $1K 553 May 31, 2026 Jun 1, 2026
Pelkowski Julie Marie · Officer Other Form 4 events $276
Price $213.07 Qty 1 Owned 672 Trade date May 31, 2026 Filed date Jun 1, 2026
Pelkowski Julie Marie Officer Other Form 4 events $213.07 1 $276 672 May 31, 2026 Jun 1, 2026
Dabreo Anthony · Officer Other Form 4 events $492
Price $213.07 Qty 2 Owned 911 Trade date May 31, 2026 Filed date Jun 1, 2026
Dabreo Anthony Officer Other Form 4 events $213.07 2 $492 911 May 31, 2026 Jun 1, 2026
Cook Cody · Officer Other Form 4 events $1K
Price $213.07 Qty 6 Owned 1K Trade date May 31, 2026 Filed date Jun 1, 2026
Cook Cody Officer Other Form 4 events $213.07 6 $1K 1K May 31, 2026 Jun 1, 2026
Dabreo Anthony · Officer Sell −$101K
Price $217.10 Qty −465 Owned 909 Trade date May 8, 2026 Filed date May 13, 2026
Dabreo Anthony Officer Sell $217.10 −465 −$101K 909 May 8, 2026 May 13, 2026
15 of 185
15 of 185 Sign in to continue to older insider transactions.

Erie Indemnity Company (ERIE) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 2.5M
% of shares outstanding 5.4% Filing date Jan 31, 2024
BlackRock Inc. 2.5M 5.4% Jan 31, 2024
Vanguard Group Inc 2.5M
% of shares outstanding 5.4% Filing date Feb 13, 2024
Vanguard Group Inc 2.5M 5.4% Feb 13, 2024
Blackrock, Inc. 1.8M
% of shares outstanding 3.9% Filing date Oct 7, 2024
Blackrock, Inc. 1.8M 3.9% Oct 7, 2024
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Erie Indemnity Company (ERIE) ownership FAQ

Who owns ERIE?

411 reporting institutions disclosed ERIE position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.