Erie Indemnity Company· ERIE

🇺🇸 US · LargeSP500NASDAQ

Financial Services Insurance - Property & Casualty Website

Price: $239.05
Day: -2.19%
Mkt Cap: $11.04B
52W Range: $204.63 – $330.54
Volume: 549.1K
Beta: 0.30

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.4 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 450 institutions hold; 274 added, 115 reduced

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Erie Indemnity Company

ERIE|Financial Services|Insurance - Property & Casualty

Current price: $239

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

N/A

insufficient history to compare

Seller breadth · Q2 2026

1 seller

in Q2 2026

Institutional net breadth · Q2 2026

+198

357 adding vs 159 reducing

Institutional ownership · Q2 2026

47.1%

450 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

PNC FINANCIAL SERVICES GROUP, INC.

4.8M

-0.9%

BLACKROCK, INC.

1.7M

+6.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.6M

+1.1%

STATE STREET CORP

1.4M

+4.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.1M

+1.3%

INVESCO LTD.

1.1M

+10.4%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

150

59 buying150 unchanged47 selling

256 funds held ERIE in Q2 2026, holding 8.4M shares between them, up 10.6% on the quarter.

Largest fund holders

SPDR SERIES TRUST395.0K sh

FORUM FUNDS3.3K sh

NATIONWIDE MUTUAL FUNDS1.5K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Jun 2

Vorsheck Elizabeth A

$800.0K

Purchase · Jun 2

Vorsheck Elizabeth A

$422.0K

Purchase · Jun 2

Vorsheck Elizabeth A

$211.5K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore ERIE on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ERIE Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.4/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+41

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 4.4/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ERIE

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q2 2026

Significant: 3 purchases totaling $1.4M (7.0K shares)

1 sale totaling $101.0K (465 shares)

Limited history to compare against

Buying is rare, only seen in 2 of 15 quarters

Net insider flow has deteriorated over recent quarters

N/A

Selling pace

insufficient history to compare

0.02%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

in Q2 2026

$1.4M

Insider buying

1 buyer in Q2 2026

Notable Recent Transactions, ERIE

Top 4 highest-value insider trades from the last 8 quarters

Vorsheck Elizabeth A

10% Owner

Buy

4,000 shares at $200.00

≈0.1% of their stake after buying

Jun 2, 2026$800.00K

Vorsheck Elizabeth A

10% Owner

Buy

2,000 shares at $211.00

≈0.8% of their stake after buying

Jun 2, 2026$422.00K

Vorsheck Elizabeth A

10% Owner

Buy

1,000 shares at $211.50

≈0.4% of their stake after buying

Jun 2, 2026$211.50K

DaBreo Anthony

Senior Vice President, Life

Sell

465 shares at $217.10

≈33.8% of their stake at the time

May 8, 2026$100.95K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ERIE

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

47.1% institutional ownership

Strong accumulation: 357 institutions adding vs 159 reducing positions

13F shares increased by 8.0%, a significant shift

Momentum improving from prior quarter

+198

Net breadth

357 adding vs 159 reducing

Strong accumulation

2.25

Add / reduce ratio

in Q2 2026

+39

New − closed

83 initiated, 44 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+357 growing-159 shrinkingNet: +198

274

115

New (83)

Increased (274)

Reduced (115)

Closed (44)

Top Institutional Holders, ERIE

Largest 8 institutional positions by ownership percentage as of Q2 2026

PNC FINANCIAL SERVICES GROUP, INC.

4.8M

$1.2B

Ownership

10.45%

-0.9%

BLACKROCK, INC.

1.7M

$401.5M

Ownership

3.63%

+6.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.6M

$392.2M

Ownership

3.54%

+1.1%

STATE STREET CORP

1.4M

$344.6M

Ownership

3.11%

+4.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.1M

$266.4M

Ownership

2.41%

+1.3%

INVESCO LTD.

1.1M

$261.6M

Ownership

2.36%

+10.4%

GEODE CAPITAL MANAGEMENT, LLC

899.5K

$215.0M

Ownership

1.95%

+5.2%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

856.0K

$205.2M

Ownership

1.85%

+13.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 256 ETFs and mutual funds reporting

59 buying47 sellingNet: +12

150

Buying (59)

Unchanged (150)

Selling (47)

In total, funds bought 962.5K shares and sold 73.8K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

256 ETFs and mutual funds reporting

59 buying vs 47 selling (balanced)

Top Fund Holders, ERIE

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

395.0K

Weight

1.95%

Jul 31, 2026No change

FORUM FUNDS

3.3K

Weight

15.24%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

1.5K

Weight

0.00%

Jul 31, 2026No change

EA Series Trust

1.4K

Weight

0.00%

Jun 30, 2026Increased

BNY MELLON STOCK INDEX FUND, INC.

1.3K

Weight

0.24%

Jun 30, 2026No change

BNY MELLON INVESTMENT PORTFOLIOS

1.2K

Weight

0.43%

Jun 30, 2026No change

Exchange Listed Funds Trust

1.2K

Weight

0.12%

Jun 30, 2026Increased

FIRST TRUST EXCHANGE-TRADED FUND VI

1.2K

Weight

0.01%

Jun 30, 2026Decreased

Erie Indemnity Company· ERIE

Holdings Analysis

Insider Trading Activity

1.3Transaction History11Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings140Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History11Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings140Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights