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 ($10.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $346.70. Options: 8 managers hold calls ($25.9m notional), 5 hold puts ($8.2m).
Trends to Q2 2025
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 |
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 2023 | 151 | 161 |
| Q4 2023 | 127 | 151 |
| Q1 2024 | 152 | 138 |
| Q2 2024 | 134 | 157 |
| Q3 2024 | 202 | 146 |
| Q4 2024 | 205 | 167 |
| Q1 2025 | 196 | 195 |
| Q2 2025 | 223 | 189 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $37.6m | $10.3m | 0.27 |
| Q4 2024 | $63.8m | $15.0m | 0.23 |
| Q1 2025 | $49.5m | $5.5m | 0.11 |
| Q2 2025 | $25.9m | $8.2m | 0.32 |
Biggest buyers
| Invesco Ltd. | Added | +168.0k |
| ROYAL BANK OF CANADA | Added | +125.0k |
| MORGAN STANLEY | Added | +109.5k |
| BANK OF AMERICA CORP /DE/ | Added | +101.5k |
| GOLDMAN SACHS GROUP INC | Added | +65.5k |
| Caisse de depot et placement du Quebec | Added | +63.5k |
| BlackRock, Inc. | Added | +55.1k |
| D. E. Shaw & Co., Inc. | Added | +40.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +35.5k |
| Woodline Partners LP | New | +33.2k |
Biggest sellers
| FMR LLC | Reduced | -221.6k |
| STATE STREET CORP | Reduced | -51.9k |
| ProShare Advisors LLC | Reduced | -50.7k |
| CITADEL ADVISORS LLC | Reduced | -45.2k |
| Atlantic Union Bankshares Corp | Reduced | -25.0k |
| FRANKLIN RESOURCES INC | Reduced | -16.8k |
| Cubist Systematic Strategies, LLC | Reduced | -15.4k |
| Balyasny Asset Management L.P. | Reduced | -13.0k |
| Cook Wealth, LLC | Sold out | -12.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -12.6k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $13.7m39.4k shares |
| CITADEL ADVISORS LLC | Reduced | $6.0m17.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.5m16.0k shares |
| WOLVERINE TRADING, LLC | Added | $476.6k1.4k shares |
| Walleye Capital LLC | New | $104.0k300 shares |
| GROUP ONE TRADING LLC | Unchanged | $69.4k200 shares |
| SIMPLEX TRADING, LLC | Reduced | $34.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.5m13.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.6m7.4k shares |
| WOLVERINE TRADING, LLC | Added | $987.3k2.9k shares |
| Walleye Capital LLC | New | $104.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $565.0k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $4.1m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $469.5k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| PNC Financial Services Group, Inc. 1.10% of their portfolio | 4.9m $1.7bn | Reduced -162 |
| VANGUARD GROUP INC 0.02% of their portfolio | 3.0m $1.0bn | Added +8.5k |
| Cresset Asset Management, LLC 3.04% of their portfolio | 1.7m $606.6m | Added +919 |
| BlackRock, Inc. 0.01% of their portfolio | 1.7m $589.4m | Added +55.1k |
| STATE STREET CORP 0.02% of their portfolio | 1.4m $477.4m | Reduced -51.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 750.9k $259.5m | Reduced -12.2k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 696.4k $241.5m | Reduced -16.8k |
| Invesco Ltd. 0.04% of their portfolio | 663.8k $230.2m | Added +168.0k |
| ProShare Advisors LLC 0.27% of their portfolio | 393.3k $136.4m | Reduced -50.7k |
| MORGAN STANLEY 0.01% of their portfolio | 308.4k $106.9m | Added +109.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 224.1k $77.7m | Added +101.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 217.3k $75.3m | Added +35.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 175.1k $60.7m | Added +213 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 171.0k $59.3m | Added +15.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 168.5k $58.4m | Reduced -899 |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 148.3k $51.4m | Added +125.0k |
| UBS Group AG 0.01% of their portfolio | 139.9k $48.5m | Added +23.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 139.5k $48.4m | Reduced -313 |
| Caisse de depot et placement du Quebec 0.10% of their portfolio | 132.8k $46.1m | Added +63.5k |
| Vest Financial, LLC 0.64% of their portfolio | 129.8k $45.0m | Reduced -11.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 122.0k $42.3m | Added +65.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 121.5k $42.1m | Added +20.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 101.3k $35.1m | Added +648 |
| NOMURA ASSET MANAGEMENT CO LTD 0.09% of their portfolio | 96.1k $33.3m | Reduced -8.4k |
| BARCLAYS PLC 0.01% of their portfolio | 85.8k $29.7m | Added +1.6k |
| Legal & General Group Plc 0.01% of their portfolio | 83.2k $28.9m | Added +876 |
| Swiss National Bank 0.02% of their portfolio | 76.9k $26.7m | Added +5.3k |
| Atlantic Union Bankshares Corp 0.59% of their portfolio | 74.4k $25.8m | Reduced -25.0k |
| Columbia Asset Management 4.87% of their portfolio | 71.4k $24.8m | Reduced -1.9k |
| Allegheny Financial Group 5.05% of their portfolio | 65.6k $22.8m | Added +4 |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 61.3k $21.3m | Reduced -1.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 61.1k $21.1m | Added +13.0k |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 60.7k $21.1m | Reduced -10 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 57.6k $20.0m | Reduced -1.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 54.9k $19.0m | Added +1.3k |
| NorthCoast Asset Management LLC 0.08% of their portfolio | 52.8k $18.3m | Reduced -22 |
| Man Group plc 0.04% of their portfolio | 51.7k $17.9m | Added +25.6k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 49.4k $17.1m | Reduced -12.6k |
| CITIGROUP INC 0.01% of their portfolio | 46.9k $16.3m | Added +10.2k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 45.7k $15.8m | Added +40.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 36.9k $12.8m | Added +53 |
| Amundi 0.00% of their portfolio | 36.8k $12.6m | Added +8.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 35.9k $12.5m | Added +3.5k |
| FMR LLC 0.00% of their portfolio | 34.9k $12.1m | Reduced -221.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 34.7k $12.0m | Added +1.2k |
| Woodline Partners LP 0.06% of their portfolio | 33.2k $11.5m | New |
| Erste Asset Management GmbH 0.10% of their portfolio | 32.7k $11.3m | Added +3.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 31.0k $10.8m | Reduced -1.3k |
| INTECH INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 30.7k $10.7m | Added +25.8k |
| MAI Capital Management 0.07% of their portfolio | 28.8k $10.0m | Added +39 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 27.6k $9.6m | Reduced -4.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.10% of their portfolio | 25.4k $8.8m | Added +10.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 24.0k $8.3m | Added +976 |
| Andra AP-fonden 0.11% of their portfolio | 22.9k $7.9m | Added +497 |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 22.6k $7.8m | Unchanged |
| WEDGEWOOD INVESTORS INC /PA/ 9.01% of their portfolio | 22.5k $7.8m | Reduced -1.6k |
| Summit Trail Advisors, LLC 0.13% of their portfolio | 21.9k $7.6m | New |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 21.5k $7.4m | Reduced -2.1k |
| Swiss Life Asset Management Ltd 0.04% of their portfolio | 20.9k $7.2m | Added +2.0k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 20.8k $7.2m | Reduced -1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.3k $7.0m | Added +1.6k |
| Nuveen, LLC 0.00% of their portfolio | 20.1k $7.0m | Added +10.9k |
| Squarepoint Ops LLC 0.01% of their portfolio | 19.1k $6.6m | Reduced -5.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 18.6k $6.5m | Reduced -3.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 18.6k $6.5m | Reduced -3.8k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 18.6k $6.4m | Reduced -1.1k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 18.4k $6.4m | Added +1.3k |
| Quantbot Technologies LP 0.16% of their portfolio | 18.3k $6.3m | Added +15.5k |
| Rehmann Capital Advisory Group 0.38% of their portfolio | 18.1k $6.3m | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 17.5k $6.1m | Reduced -4.2k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 17.4k $6.0m | Added +1.2k |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 0.05% of their portfolio | 16.7k $5.8m | Added +1.8k |
| HBK Sorce Advisory LLC 0.15% of their portfolio | 16.4k $5.7m | Reduced -145 |
| Resona Asset Management Co.,Ltd. 0.03% of their portfolio | 16.1k $5.5m | Added +161 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 16.1k $5.6m | Added +60 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 16.0k $5.5m | Reduced -34 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 15.3k $5.3m | Added +226 |
| Cerity Partners LLC 0.01% of their portfolio | 14.6k $5.3m | Added +11.8k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 14.6k $5.1m | Reduced -204 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 14.4k $5.0m | Reduced -5.2k |
| APG Asset Management N.V. 0.01% of their portfolio | 14.2k $4.2m | Added +800 |
| Voleon Capital Management LP 0.25% of their portfolio | 13.4k $4.6m | Added +6.1k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 13.2k $4.6m | Added +1.1k |
| Chevy Chase Trust Holdings, LLC 0.01% of their portfolio | 13.2k $4.6m | Added +95 |
| TORONTO DOMINION BANK 0.01% of their portfolio | 12.9k $4.5m | Added +3.2k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 12.4k $4.3m | Reduced -1.3k |
| Mediolanum International Funds Ltd 0.05% of their portfolio | 12.2k $4.2m | Added +8.9k |
| AVIVA PLC 0.01% of their portfolio | 12.2k $4.2m | New |
| DANSKE BANK A/S 0.01% of their portfolio | 12.1k $4.2m | Added +700 |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 11.6k $4.0m | Added +449 |
| Alberta Investment Management Corp 0.03% of their portfolio | 11.5k $4.0m | New |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 11.4k $3.9m | Added +2.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 11.1k $3.8m | Reduced -349 |
| Holocene Advisors, LP 0.01% of their portfolio | 10.9k $3.8m | Added +6.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 10.1k $3.5m | Added +295 |
| FIRST UNITED BANK & TRUST 1.21% of their portfolio | 10.0k $3.5m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 9.8k $3.4m | Reduced -3.0k |
| NORGES BANK 0.00% of their portfolio | 9.8k $3.4m | Added +378 |
| KLP KAPITALFORVALTNING AS 0.01% of their portfolio | 9.3k $3.2m | Added +200 |
| TD Asset Management Inc 0.00% of their portfolio | 9.1k $3.2m | Added +2.2k |