§ INSURANCE
USD · Insurance

ERIE

ERIE INDEMNITY COMPANY-CL A
USDSector · InsuranceMarket cap · $11.5BBeta · 0.47
LAST · MARKET CLOSE · OCT 05
219.96
−1.13 ▼ 0.51%PREV CLOSE · $221.09
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 219.41HIGH 220.00LOW 217.2052W 233.82 — 434.00
EVENTSJUN 04 · VEA BUYJUN 30 · EARNINGS +0.2%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
272 increased/new, 119 decreased/exited (13F)
AC 13F Analysis

§ 04 · FUNDAMENTALS · THE BOOKS

P/E20.6P/B5.85
EPS (TTM)9.58Dividend2.43%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
PNC Financial Services Group, Inc.4.9M0.7%−0%
VANGUARD CAPITAL MANAGEMENT LLC1.6Mn/an/a
BlackRock, Inc.1.6M0.0%+1%
State Street1.4M0.0%+2%
VANGUARD PORTFOLIO MANAGEMENT LLC1.1Mn/an/a
Geode Capital Management862K0.0%+6%
◇ AC INTELLIGENCE

Top institutional owners for ERIE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER58.2% · 0 holders
DEALER / BANK16.6% · 47 holders
OTHER12.8% · 269 holders
PASSIVE / INDEX9.5% · 13 holders
QUALITY / COMPOUNDER1.8% · 26 holders
INCOME / DEFENSIVE0.4% · 28 holders
TACTICAL / MACRO0.4% · 4 holders
SYSTEMATIC / QUANT0.2% · 10 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
JUN 04Vorsheck Elizabeth ABUY4K+$800K
MAY 13DaBreo AnthonySELL465−$101K
◇ AC INTELLIGENCE

1 insider buy, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES