ERIE
Erie Indemnity Company · Financial Services · Insurance - Property & Casualty
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +30.0% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.94K | $440,301 | n/a | −2 |
| Q2 2026 | 127 | 0 | 17.71M | $4.25B | +9 | −10 |
| Q1 2026 | 131 | -3 | 17.27M | $4.34B | +5 | −9 |
| Q4 2025 | 134 | +2 | 17.86M | $5.12B | +3 | n/a |
| Q3 2025 | 18 | +1 | 7.72M | $2.45B | +2 | −2 |
| Q2 2025 | 15 | 0 | 7.00M | $2.43B | +1 | −1 |
| Q1 2025 | 12 | 0 | 2.39M | $1.00B | +1 | −1 |
| Q4 2024 | 12 | +1 | 2.33M | $960.68M | +2 | −1 |
| Q3 2024 | 10 | +1 | 962.65K | $518.50M | +3 | −2 |
| Q2 2024 | 9 | n/a | 589.88K | $213.51M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 727.17K | +45.6% | $391.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Millennium Management ✦ | 50.88K | +380.9% | $27.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 40.77K | New | $22.01M | 0.0% | New | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 35.81K | +274.3% | $19.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 28.01K | +20.5% | $15.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 26.93K | +24.1% | $14.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Adage Capital Partners ✦ | 23.50K | New | $12.69M | 0.0% | New | 1 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 17.50K | -9.6% | $9.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 10.97K | New | $5.92M | 0.0% | New | 1 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 1.10K | -60.5% | $595,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $22.01M | 0.0% |
| Adage Capital Partners | $12.69M | 0.0% |
| Renaissance Technologies | $5.92M | 0.0% |
Exited
| Wellington Management | $783,871 | was 0.0% |
| D. E. Shaw & Co. | $353,702 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 397 holders, 19.96M shares, $4.97B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.