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Erie Indemnity Co. 13F holders

442 funds reported a position in Erie Indemnity Co. in their 13F for the quarter ended 30 June 2026, together 20.9 million shares worth $5.01 billion. Against the quarter before, 72 opened a position, 187 added, 111 trimmed and 42 sold out; together they bought a net 726,521 shares. The largest holders: PNC Financial Services Group, Inc., BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding442+38 on Q1 2026
Shares they held20.9Mworth $5.01 billion
Net bought on the quarter726,521 sharesabout $174.2 million at the funds' values
Funds buying to selling259 to 153opened or added, to cut or sold
Opened 72Added 187Held 68Trimmed 111Sold out 42
Opened: 72 fundsAdded: 187 fundsHeld: 68 fundsTrimmed: 111 fundsSold out: 42 funds

What each fund did in ERIE against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 371 funds, 17.7 million shares371Q3 2024Q4 2024: 398 funds, 17.3 million shares398Q4 2024Q1 2025: 413 funds, 19.9 million shares413Q1 2025Q2 2025: 411 funds, 20.3 million shares411Q2 2025Q3 2025: 421 funds, 20.8 million shares421Q3 2025Q4 2025: 424 funds, 20.9 million shares424Q4 2025Q1 2026: 404 funds, 20.0 million shares404Q1 2026Q2 2026: 442 funds, 20.9 million shares442Q2 2026

Funds reporting a position in ERIE in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 177 reported a position in Erie Indemnity Co.: 14 opened one, 50 added, 72 trimmed and 32 sold out, a net 104,500 shares bought.

FundChange in sharesShares nowStatusFiling
ProShare Advisors LLC+144,349785,786added13F
PNC Financial Services Group, Inc.-73,5534,753,225trimmed13F
CWA Asset Management Group, LLC+73,520164,630added13F
Dimensional Fund Advisors LP+71,770331,967added13F
Citigroup Inc.+51,368199,253added13F
Sumitomo Mitsui Trust Group, Inc.-48,19322,294trimmed13F
Amundi-46,7891,889trimmed13F
Vest Financial, LLC+41,108232,397added13F
Alps Advisors Inc.+31,57731,577new13F
Fideuram Asset Management (Ireland) dac+27,99458,039added13F
Swiss Life Asset Management Ltd-31,1998,533trimmed13F
Truist Financial Corp.+25,32786,023added13F
Mitsubishi UFJ Asset Management Co., Ltd.-24,32456,656trimmed13F
Bank of New York Mellon Corp-16,739147,379trimmed13F
Deutsche Bank AG-16,513136,222trimmed13F
Barclays PLC-16,216127,612trimmed13F
Fjarde Ap-Fonden /fourth Swedish National Pension Fund-12,8851,411trimmed13F
Russell Investments Group, Ltd.-12,2457,752trimmed13F
Asset Management One Co., Ltd.-9,3881,290trimmed13F
Mirae Asset Global Investments Co., Ltd.+7,29740,365added13F
Pictet Asset Management Holding SA-5,2504,882trimmed13F
Nykredit A/S-4,9051,173trimmed13F
Inspire Investing, LLC-4,2002,929trimmed13F
Principal Financial Group Inc.-3,28626,139trimmed13F
Agf Management Ltd-3,22610,164trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Erie Indemnity Co. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 901,648 shares worth $197.3 million, 0.0% of its reported book. Sold out: Two Sigma Investments. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 2,187 shares, about $478,609 at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management901,648$197.3 million0.0%+2,187added30 September 202613F
Norges Bank171,369$41.1 million0.0%held30 June 2026, an earlier quarter13F
Millennium Management70,887$17.0 million0.0%-69,558trimmed30 June 2026, an earlier quarter13F
Citadel Advisors57,083$13.7 million0.0%+32,134added30 June 2026, an earlier quarter13F
Renaissance Technologies31,991$7.7 million0.0%+13,860added30 June 2026, an earlier quarter13F
FMR LLC4,903$1.2 million0.0%+1,474added30 June 2026, an earlier quarter13F
Bridgewater Associates2,403$576,1190.0%+781added30 June 2026, an earlier quarter13F
Two Sigma Investments0$00.0%-16,299exited30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
PNC Financial Services Group, Inc.4,826,77823.10%$1.16 billion0.57%-82,25613F
BlackRock, Inc.1,674,6028.01%$401.5 million0.01%+93,43613F
Vanguard Capital Management LLC1,635,9267.83%$392.2 million0.01%+5,24313F
State Street Corp.1,437,5226.88%$344.6 million0.01%+54,49513F
Vanguard Portfolio Management LLC1,111,0085.32%$266.4 million0.01%+5,11913F
Invesco Ltd.1,091,0875.22%$261.6 million0.02%+94,54113F
Geode Capital Management, LLC899,4614.30%$215.0 million0.01%+37,43813F
Charles Schwab Investment Management Inc.855,9844.10%$205.2 million0.03%+91,99513F
ProShare Advisors LLC641,4373.07%$153.8 million0.22%+43,46313F
Bank of America Corp.526,2672.52%$126.2 million0.01%+46,48513F
Morgan Stanley513,7842.46%$123.2 million0.01%+56,02713F
Dimensional Fund Advisors LP260,1971.24%$62.4 million0.01%+34,20413F
Vest Financial, LLC191,2890.92%$45.9 million0.48%+6,27913F
Northern Trust Corp.180,0160.86%$43.2 million0.01%+2,28013F
Norges Bank171,3690.82%$41.1 million0.00%13F
Bank of New York Mellon Corp164,1180.79%$39.3 million0.01%-46313F
Nomura Asset Management Co. Ltd155,8620.75%$37.4 million0.08%+10,43513F
Deutsche Bank AG152,7350.73%$36.6 million0.01%+10,58613F
Goldman Sachs Group Inc.151,6300.73%$36.4 million0.00%-10,48513F
Citigroup Inc.147,8850.71%$35.5 million0.02%+42,29113F
Barclays PLC143,8280.69%$34.5 million0.01%+20,87913F
Vanguard Fiduciary Trust Co.139,9870.67%$33.6 million0.01%+8913F
BNP Paribas Financial Markets122,3720.59%$29.3 million0.01%+30,86013F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC121,4380.58%$29.1 million0.01%+3,29813F
UBS Group AG120,6770.58%$28.9 million0.01%-18,48313F
Erste Asset Management GmbH105,0000.50%$24.9 million0.19%+42,00013F
HSBC Holdings PLC102,9080.49%$24.7 million0.01%+58,17813F
Legal & General Group Plc101,1270.48%$24.2 million0.01%+10313F
Summit Trail Advisors, LLC92,8040.44%$22.2 million0.28%+44113F
CWA Asset Management Group, LLC91,1100.44%$21.8 million0.67%new13F
Mitsubishi UFJ Asset Management Co., Ltd.80,9800.39%$19.4 million0.01%+7,42413F
Columbia Asset Management72,5920.35%$17.4 million3.03%+2313F
Swiss National Bank71,5400.34%$17.2 million0.01%-3,00013F
Millennium Management LLC70,8870.34%$17.0 million0.01%-69,55813F
Sumitomo Mitsui Trust Group, Inc.70,4870.34%$16.9 million0.01%+2,09213F
JPMorgan Chase & Co.68,3310.33%$16.5 million0.00%+33,19513F
Allegheny Financial Group65,6470.31%$15.7 million1.67%no change13F
Truist Financial Corp.60,6960.29%$14.6 million0.02%-1113F
Voleon Capital Management LP58,2600.28%$14.0 million0.26%+26,53313F
Citadel Advisors LLC57,0830.27%$13.7 million0.01%+32,13413F
Caisse de depot et placement du Quebec54,7320.26%$13.1 million0.02%-127,58013F
Vanguard Global Advisers, LLC52,1750.25%$12.5 million0.01%-84713F
PDT Partners, LLC48,8950.23%$11.7 million0.62%+32,55513F
Amundi48,6780.23%$11.7 million0.00%+88213F
Rhumbline Advisers45,4990.22%$10.9 million0.01%+2,35313F
Capitolis Liquid Global Markets LLC45,0000.22%$10.8 million0.05%new13F
Balyasny Asset Management L.P.43,2540.21%$10.4 million0.02%new13F
California State Teachers Retirement System42,9560.21%$10.3 million0.01%+14,35813F
American Century Companies Inc.40,6360.19%$9.7 million0.00%+21,34213F
Swiss Life Asset Management Ltd39,7320.19%$9.5 million0.04%+6,78213F
The 50 largest of the 442 funds that reported a position in ERIE in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on ERIE

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls16,000$3.8 million30 June 202613F
Citadel AdvisorsPuts1,600$383,60030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
28 August 20262,516$259.44SEC
25 August 2026275$268.64SEC
20 August 20263,583$267.38SEC
19 August 20261,255$256.95SEC
17 August 2026131$255.99SEC
14 August 20262,636$255.83SEC
12 August 20261,020$256.64SEC
11 August 20261,376$252.35SEC
10 August 2026979$252.58SEC
7 August 20268,242$254.06SEC
6 August 20261,855$250.79SEC
5 August 20261,746$244.53SEC
4 August 20261,565$236.86SEC
3 August 20262,670$242.04SEC
31 July 20269,241$233.67SEC
30 July 2026649$248.55SEC
29 July 2026679$242.43SEC
28 July 2026882$228.26SEC
27 July 2026235$223.55SEC
24 July 202679$214.52SEC
23 July 2026870$210.86SEC
22 July 202644$215.82SEC
21 July 202688$225.01SEC
20 July 2026171$227.31SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 9,241 on 31 July 2026. A fail is an operational fact about settlement, not a position.