Erie Indemnity CO ERIE

Institutional shares held 18.2 Million

162K calls

35.2K puts

Total value of holdings $6.48B

$57.5M calls

$12.5M puts

Market Cap $16.6B

46,189,100 Shares Out.

Institutional ownership 39.44%

# of Institutions 429

We take great care to ensure that the data presented and summarized in this overview for ERIE INDEMNITY CO is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in ERIE

Shares Bought

Shares Sold

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Top Institutions Holding ERIE

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Latest Institutional Activity in ERIE

Top Purchases

Q1 2025

Cboe Vest Financial, LLC Shares Held: 142K ($50.8M)

142K Shares purchased

New Holding

Q1 2025

Janney Montgomery Scott LLC Shares Held: 22.1K ($7.94M)

19.3K Shares purchased

688.15% Added

Q1 2025

Yousif Capital Management, LLC Shares Held: 19.7K ($7.07M)

15.6K Shares purchased

379.0% Added

Q1 2025

Sumitomo Mitsui Trust Holdings, Inc. Shares Held: 63.2K ($22.7M)

6.8K Shares purchased

12.06% Added

Q1 2025

Rhumbline Advisers Shares Held: 32.4K ($11.6M)

5.1K Shares purchased

18.69% Added

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Top Sells

Q1 2025

Gamma Investing LLC Shares Held: 251 ($90K)

105K Shares sold

99.76% Reduced

Q1 2025

Teacher Retirement System Of Texas Shares Held: 3.71K ($1.33M)

33.3K Shares sold

89.97% Reduced

Q1 2025

Sg Americas Securities, LLC Shares Held: 4.74K ($1.7M)

6.74K Shares sold

58.73% Reduced

Q1 2025

Nisa Investment Advisors, LLC Shares Held: 40 ($14.3K)

3.23K Shares sold

98.78% Reduced

Q1 2025

Principal Financial Group Inc Shares Held: 32.3K ($11.6M)

1.79K Shares sold

5.26% Reduced

View All Sellers

About ERIE

Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. The company provides sales, underwriting, policy issuance, and renewal services for the policyholders on behalf of the Erie Insurance Exchange. It also offers sales related services, including agent compensation, and sales and advertising support services; and underwriting services comprise underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. Erie Indemnity Company was incorporated in 1925 and is based in Erie, Pennsylvania.

Insider Transactions at ERIE

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price
Mar 31 2025	Douglas Edward Smith EVP	BUY Other acquisition or disposition	Direct	0	$0 $419.05 P/Share
Mar 31 2025	Sarah Shine Executive Vice President	BUY Other acquisition or disposition	Direct	2 +0.41%	$838 $419.05 P/Share
Mar 31 2025	Julie Marie Pelkowski EVP & CFO	BUY Other acquisition or disposition	Direct	1 +0.16%	$419 $419.05 P/Share
Mar 31 2025	Anthony Da Breo Senior Vice President, Life	BUY Other acquisition or disposition	Direct	1 +0.12%	$419 $419.05 P/Share
Mar 31 2025	Cody Cook Executive Vice President	BUY Other acquisition or disposition	Direct	3 +0.28%	$1,257 $419.05 P/Share
Feb 28 2025	Douglas Edward Smith EVP	BUY Other acquisition or disposition	Direct	0	$0 $428.07 P/Share
Feb 28 2025	Sarah Shine Executive Vice President	BUY Other acquisition or disposition	Direct	2 +0.42%	$856 $428.07 P/Share
Feb 28 2025	Julie Marie Pelkowski EVP & CFO	BUY Other acquisition or disposition	Direct	0	$0 $428.07 P/Share
Feb 28 2025	Anthony Da Breo Senior Vice President, Life	BUY Other acquisition or disposition	Direct	0	$0 $428.07 P/Share
Feb 28 2025	Cody Cook Executive Vice President	BUY Other acquisition or disposition	Direct	2 +0.19%	$856 $428.07 P/Share
Jan 31 2025	Douglas Edward Smith EVP	BUY Other acquisition or disposition	Direct	1 +0.02%	$402 $402.95 P/Share
Jan 31 2025	Sarah Shine Executive Vice President	BUY Other acquisition or disposition	Direct	4 +0.84%	$1,608 $402.95 P/Share
Jan 31 2025	Julie Marie Pelkowski EVP & CFO	BUY Other acquisition or disposition	Direct	3 +0.47%	$1,206 $402.95 P/Share
Jan 31 2025	Anthony Da Breo Senior Vice President, Life	BUY Other acquisition or disposition	Direct	4 +0.48%	$1,608 $402.95 P/Share
Jan 31 2025	Cody Cook Executive Vice President	BUY Other acquisition or disposition	Direct	4 +0.37%	$1,608 $402.95 P/Share
Dec 31 2024	Julie Marie Pelkowski EVP & CFO	BUY Other acquisition or disposition	Direct	4 +0.63%	$1,648 $412.23 P/Share
Dec 31 2024	Douglas Edward Smith EVP	BUY Other acquisition or disposition	Direct	1 +0.02%	$412 $412.23 P/Share
Dec 31 2024	Anthony Da Breo Senior Vice President, Life	BUY Other acquisition or disposition	Direct	3 +0.37%	$1,236 $412.23 P/Share
Oct 31 2024	Anthony Da Breo Senior Vice President, Life	BUY Other acquisition or disposition	Direct	4 +0.49%	$1,792 $448.84 P/Share
Oct 31 2024	Douglas Edward Smith EVP	BUY Other acquisition or disposition	Direct	0	$0 $448.84 P/Share

View All Transactions

Last 12 Months Summary

Buy / Acquisition

50 Shares

From 7 Insiders

Other acquisition or disposition	50 shares

Sell / Disposition

1.4K Shares

From 2 Insiders

Open market or private sale	1K shares
Bona fide gift	398 shares

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Erie Indemnity CO ERIE

Quarterly Institutional Activity in ERIE

Top Institutions Holding ERIE

Latest Institutional Activity in ERIE

Top Purchases

Top Sells

About ERIE

Insider Transactions at ERIE

Insider Transaction List

Last 12 Months Summary

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Institutional Portfolio Updates

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