ERIE INDTY CO ERIE
CL A · Common Stock · CUSIP 29530P102 · ISIN US29530P1021
- SectorFinancials
- IndustryInsurance Agents, Brokers & Service
- HeadquartersErie, PA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $239.71. Options: 6 managers hold calls ($22.8m notional), 5 hold puts ($2.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 248 |
| Q4 2022 | 286 |
| Q1 2023 | 271 |
| Q2 2023 | 279 |
| Q3 2023 | 304 |
| Q4 2023 | 299 |
| Q1 2024 | 318 |
| Q2 2024 | 311 |
| Q3 2024 | 372 |
| Q4 2024 | 399 |
| Q1 2025 | 415 |
| Q2 2025 | 414 |
| Q3 2025 | 420 |
| Q4 2025 | 423 |
| Q1 2026 | 403 |
| Q2 2026 | 440 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 202 | 146 |
| Q4 2024 | 205 | 167 |
| Q1 2025 | 196 | 195 |
| Q2 2025 | 223 | 189 |
| Q3 2025 | 221 | 180 |
| Q4 2025 | 223 | 180 |
| Q1 2026 | 220 | 193 |
| Q2 2026 | 267 | 156 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $25.0m | $3.4m | 0.14 |
| Q4 2025 | $45.3m | $1.0m | 0.02 |
| Q1 2026 | $49.1m | $10.7m | 0.22 |
| Q2 2026 | $22.8m | $2.7m | 0.12 |
Biggest buyers
| Invesco Ltd. | Added | +94.5k |
| BlackRock, Inc. | Added | +93.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +92.0k |
| CWA Asset Management Group, LLC | New | +91.1k |
| HSBC HOLDINGS PLC | Added | +58.2k |
| MORGAN STANLEY | Added | +56.0k |
| STATE STREET CORP | Added | +54.5k |
| BANK OF AMERICA CORP /DE/ | Added | +46.5k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | New | +45.0k |
| ProShare Advisors LLC | Added | +43.5k |
Biggest sellers
| FRANKLIN RESOURCES INC | Reduced | -158.6k |
| Caisse de depot et placement du Quebec | Reduced | -127.6k |
| Focus Partners Wealth | Reduced | -88.8k |
| PNC Financial Services Group, Inc. | Reduced | -82.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -69.6k |
| UBS Group AG | Reduced | -18.5k |
| SG Americas Securities, LLC | Reduced | -16.5k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -16.3k |
| PEAK6 LLC | Sold out | -15.0k |
| ROYAL BANK OF CANADA | Reduced | -13.2k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $9.8m40.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.4m26.5k shares |
| CITADEL ADVISORS LLC | Added | $3.8m16.0k shares |
| IMC-Chicago, LLC | Reduced | $2.3m9.8k shares |
| SIMPLEX TRADING, LLC | Added | $263.7k1.1k shares |
| Walleye Capital LLC | New | $215.8k900 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m5.7k shares |
| IMC-Chicago, LLC | Reduced | $455.5k1.9k shares |
| JANE STREET GROUP, LLC | Reduced | $431.6k1.8k shares |
| CITADEL ADVISORS LLC | Reduced | $383.6k1.6k shares |
| Walleye Capital LLC | New | $71.9k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. 13G · institution -1.5 pts · filed 2025-05-09 | 11.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $1.4m | 1 | $101.0k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-02 | Vorsheck Elizabeth A Director · VEIC Limited Partnership | Bought | $800.0k4.0k shares |
| 2026-06-02 | Vorsheck Elizabeth A Director · By Elizabeth Vorsheck Trustee Elizabeth Vorsheck Revocable Trust U/A DTD 05/03/99 | Bought | $633.5k3.0k shares |
| 2026-05-08 | DaBreo Anthony Senior Vice President, Life | Sold | $101.0k465 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PNC Financial Services Group, Inc. 0.57% of their portfolio | 4.8m $1.2bn | Reduced -82.3k |
| BlackRock, Inc. 0.01% of their portfolio | 1.7m $401.5m | Added +93.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.6m $392.2m | Added +5.2k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $344.6m | Added +54.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.1m $266.4m | Added +5.1k |
| Invesco Ltd. 0.02% of their portfolio | 1.1m $261.6m | Added +94.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 899.5k $215.0m | Added +37.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 856.0k $205.2m | Added +92.0k |
| ProShare Advisors LLC 0.22% of their portfolio | 641.4k $153.8m | Added +43.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 526.3k $126.2m | Added +46.5k |
| MORGAN STANLEY 0.01% of their portfolio | 513.8k $123.2m | Added +56.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 260.2k $62.4m | Added +34.2k |
| Vest Financial, LLC 0.48% of their portfolio | 191.3k $45.9m | Added +6.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 180.0k $43.2m | Added +2.3k |
| NORGES BANK 0.00% of their portfolio | 171.4k $41.1m | Not comparable |
| Bank of New York Mellon Corp 0.01% of their portfolio | 164.1k $39.3m | Reduced -463 |
| NOMURA ASSET MANAGEMENT CO LTD 0.08% of their portfolio | 155.9k $37.4m | Added +10.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 152.7k $36.6m | Added +10.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 151.6k $36.4m | Reduced -10.5k |
| CITIGROUP INC 0.02% of their portfolio | 147.9k $35.5m | Added +42.3k |
| BARCLAYS PLC 0.01% of their portfolio | 143.8k $34.5m | Added +20.9k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 140.0k $33.6m | Added +89 |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 122.4k $29.3m | Added +30.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 121.4k $29.1m | Added +3.3k |
| UBS Group AG 0.00% of their portfolio | 120.7k $28.9m | Reduced -18.5k |
| Erste Asset Management GmbH 0.19% of their portfolio | 105.0k $24.9m | Added +42.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 102.9k $24.7m | Added +58.2k |
| Legal & General Group Plc 0.01% of their portfolio | 101.1k $24.2m | Added +103 |
| Summit Trail Advisors, LLC 0.28% of their portfolio | 92.8k $22.2m | Added +441 |
| CWA Asset Management Group, LLC 0.67% of their portfolio | 91.1k $21.8m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 81.0k $19.4m | Added +7.4k |
| Columbia Asset Management 3.03% of their portfolio | 72.6k $17.4m | Added +23 |
| Swiss National Bank 0.01% of their portfolio | 71.5k $17.2m | Reduced -3.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 70.9k $17.0m | Reduced -69.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 70.5k $16.9m | Added +2.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 68.3k $16.5m | Added +33.2k |
| Allegheny Financial Group 1.67% of their portfolio | 65.6k $15.7m | Unchanged |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 60.7k $14.6m | Reduced -11 |
| Voleon Capital Management LP 0.25% of their portfolio | 58.3k $14.0m | Added +26.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 57.1k $13.7m | Added +32.1k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 54.7k $13.1m | Reduced -127.6k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 52.2k $12.5m | Reduced -847 |
| PDT Partners, LLC 0.62% of their portfolio | 48.9k $11.7m | Added +32.6k |
| Amundi 0.00% of their portfolio | 48.7k $11.7m | Added +882 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 45.5k $10.9m | Added +2.4k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.05% of their portfolio | 45.0k $10.8m | New |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 43.3k $10.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 43.0k $10.3m | Added +14.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 40.6k $9.7m | Added +21.3k |
| Swiss Life Asset Management Ltd 0.04% of their portfolio | 39.7k $9.5m | Added +6.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 38.2k $9.1m | Added +532 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 37.5k $9.0m | Added +15.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 34.5k $8.2m | Added +13.8k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 33.1k $7.9m | Added +5.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 32.0k $7.7m | Added +13.9k |
| Fideuram Asset Management (Ireland) dac 0.14% of their portfolio | 30.0k $7.2m | New |
| MAI Capital Management 0.03% of their portfolio | 29.4k $7.1m | Added +151 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 29.4k $7.1m | Reduced -542 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.13% of their portfolio | 28.7k $6.9m | Reduced -6.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 28.3k $6.8m | Added +17.7k |
| Gotham Asset Management, LLC 0.02% of their portfolio | 27.7k $6.6m | Reduced -945 |
| Quantinno Capital Management LP 0.01% of their portfolio | 27.6k $6.6m | Added +21.5k |
| Holocene Advisors, LP 0.01% of their portfolio | 27.2k $6.5m | Added +7.4k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 26.6k $6.4m | Reduced -84 |
| Focus Partners Wealth 0.01% of their portfolio | 25.6k $6.1m | Reduced -88.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 24.5k $6.2m | Added +9.4k |
| Rodgers Brothers Inc. 0.55% of their portfolio | 23.8k $5.7m | Reduced -1.9k |
| Cresset Asset Management, LLC 0.02% of their portfolio | 22.4k $5.4m | Added +1.5k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 22.3k $5.3m | Reduced -27 |
| Vident Advisory, LLC 0.04% of their portfolio | 21.4k $5.1m | Added +6.8k |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 21.3k $5.1m | Added +6.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 20.0k $4.8m | Added +544 |
| Rehmann Capital Advisory Group 0.22% of their portfolio | 19.9k $4.8m | Reduced -4 |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 19.4k $4.6m | Added +302 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 19.3k $4.6m | Reduced -683 |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 19.2k $4.6m | Added +6.0k |
| Cerity Partners LLC 0.01% of their portfolio | 19.0k $4.6m | Added +744 |
| APG Asset Management N.V. 0.01% of their portfolio | 18.6k $3.9m | Added +5.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 18.6k $4.4m | Added +469 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 18.5k $4.4m | Reduced -7.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 18.5k $4.4m | Added +649 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 17.8k $4.3m | Added +3.5k |
| Resona Asset Management Co.,Ltd. 0.02% of their portfolio | 17.7k $4.2m | Added +161 |
| Nuveen, LLC 0.00% of their portfolio | 17.1k $4.1m | Added +1.0k |
| HBK Sorce Advisory LLC 0.08% of their portfolio | 16.1k $4.0m | Added +72 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 14.6k $3.5m | Added +7.4k |
| Quantbot Technologies LP 0.14% of their portfolio | 14.5k $3.5m | Reduced -6.0k |
| WEDGEWOOD INVESTORS INC /PA/ 3.56% of their portfolio | 14.4k $3.5m | Reduced -2.8k |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 0.02% of their portfolio | 14.3k $3.4m | Added +1.4k |
| Mediolanum International Funds Ltd 0.03% of their portfolio | 14.0k $3.3m | Added +7.5k |
| DANSKE BANK A/S 0.01% of their portfolio | 13.8k $3.3m | Reduced -360 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 13.6k $3.3m | Reduced -200 |
| AGF MANAGEMENT LTD 0.01% of their portfolio | 13.4k $3.2m | Reduced -286 |
| AVIVA PLC 0.00% of their portfolio | 13.3k $3.2m | Added +320 |
| CIBC Bancorp USA Inc. 0.00% of their portfolio | 12.3k $2.9m | Reduced -92 |
| Chevy Chase Trust Holdings, LLC 0.01% of their portfolio | 12.3k $2.9m | Reduced -248 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 11.7k $2.8m | Reduced -2.6k |
| Vanguard Investments Australia, Ltd. 0.01% of their portfolio | 11.6k $2.8m | Added +23 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 11.1k $2.7m | Added +1 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.8k $2.6m | Reduced -13.2k |