ERIENasdaqInsurance Agents, Brokers & ServiceFiscal year ends December 31
ERIE INDEMNITY CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$242.25−1.46 (-0.60%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
45.2%
21M of 46M shares
Institutional holders
440
82 new, 42 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
3 buys · 1 sales
Net bought $1.33M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 5,075,229 | 11.00% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ERIE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | 4,826,778 | 10.45% | $1.16B | −82,256 | 0.63% |
| BlackRock, Inc. | 1,674,602 | 3.63% | $401.49M | +93,436 | 0.01% |
| Vanguard Capital Management LLC | 1,635,926 | 3.54% | $392.21M | +5,243 | 0.01% |
| State Street Corp | 1,437,522 | 3.11% | $344.65M | +54,495 | 0.01% |
| Vanguard Portfolio Management LLC | 1,111,008 | 2.41% | $266.36M | +5,119 | 0.01% |
| Invesco Ltd. | 1,091,087 | 2.36% | $261.59M | +94,541 | 0.02% |
| Geode Capital Management, LLC | 899,461 | 1.95% | $215.00M | +37,438 | 0.01% |
| Charles Schwab Investment Management Inc | 855,984 | 1.85% | $205.22M | +91,995 | 0.03% |
| ProShare Advisors LLC | 641,437 | 1.39% | $153.78M | +43,463 | 0.22% |
| Bank Of America Corp /De/ | 526,267 | 1.14% | $126.17M | +46,485 | 0.01% |
| Morgan Stanley | 513,784 | 1.11% | $123.18M | +56,027 | 0.01% |
| Dimensional Fund Advisors LP | 260,197 | 0.56% | $62.38M | +34,204 | 0.01% |
| CBOE Vest Financial, LLC | 191,289 | 0.41% | $45.86M | +6,279 | 0.48% |
| Northern Trust Corp | 180,016 | 0.39% | $43.16M | +2,280 | 0.01% |
| Norges Bank | 171,369 | 0.37% | $41.09M | New | 0.00% |
| Bank of New York Mellon Corp | 164,118 | 0.36% | $39.35M | −463 | 0.01% |
| Nomura Asset Management Co Ltd | 155,862 | 0.34% | $37.37M | +10,435 | 0.08% |
| Deutsche Bank AG\ | 152,735 | 0.33% | $36.62M | +10,586 | 0.01% |
| Goldman Sachs Group Inc | 151,630 | 0.33% | $36.35M | −10,485 | 0.00% |
| Citigroup Inc | 147,885 | 0.32% | $35.46M | +42,291 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 440 | 21M | 45.2% | 82 / 191 | 114 / 42 | 2M | 1M |
| Q1 2026 | 403 | 20M | 43.3% | 55 / 173 | 126 / 68 | 5M | 3M |
| Q4 2025 | 423 | 21M | 45.2% | 59 / 175 | 132 / 48 | 1M | 1M |
| Q3 2025 | 420 | 21M | 45.0% | 61 / 166 | 133 / 48 | 1M | 1M |
| Q2 2025 | 411 | 20M | 44.0% | 61 / 168 | 131 / 58 | 1M | 1M |
| Q1 2025 | 413 | 20M | 43.0% | 68 / 135 | 146 / 50 | 3M | 1M |
| Q4 2024 | 398 | 17M | 37.4% | 82 / 145 | 121 / 47 | 1M | 2M |
| Q3 2024 | 371 | 18M | 38.2% | 90 / 118 | 123 / 23 | 4M | 1M |
| Q2 2024 | 310 | 17M | 36.5% | 35 / 104 | 119 / 37 | 1M | 1M |
| Q1 2024 | 316 | 17M | 37.5% | 50 / 106 | 108 / 30 | 1M | 1M |
| Q4 2023 | 298 | 17M | 36.8% | 35 / 101 | 116 / 36 | 1M | 1M |
| Q3 2023 | 301 | 17M | 36.6% | 71 / 80 | 113 / 48 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ERIE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 807,137 | 1.75% | $193.51M | 0.01% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 803,446 | 1.74% | $194.47M | 0.20% | Jul 31, 2026 |
| Vanguard 500 Index Fund | 657,522 | 1.42% | $157.64M | 0.01% | Jun 30, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 639,031 | 1.38% | $136.16M | 1.23% | May 31, 2026 |
| Schwab U.S. Dividend Equity ETF | 607,566 | 1.32% | $129.45M | 0.14% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 582,835 | 1.26% | $139.73M | 0.07% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 350,582 | 0.76% | $84.05M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 336,300 | 0.73% | $80.63M | 0.17% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 325,095 | 0.70% | $69.27M | 0.01% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 258,655 | 0.56% | $62.01M | 0.29% | Jun 30, 2026 |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF | 230,309 | 0.50% | $55.74M | 1.58% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 171,869 | 0.37% | $41.21M | 0.08% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 143,742 | 0.31% | $34.79M | 0.03% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 137,943 | 0.30% | $33.07M | 0.01% | Jun 30, 2026 |
| Invesco S&P 500 GARP ETF | 100,724 | 0.22% | $24.38M | 1.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sarah Shine | Executive Vice President | 573 | 0.00% | Sep 1, 2026 |
| Cody Cook | Executive Vice President | 1,163 | 0.00% | Sep 1, 2026 |
| Anthony DaBreo | Senior Vice President, Life | 921 | 0.00% | Sep 1, 2026 |
| Julie Marie Pelkowski | EVP & CFO | 675 | 0.00% | Aug 3, 2026 |
| Douglas Edward Smith | EVP | 5,172 | 0.01% | Aug 3, 2026 |
| Sean Dugan | Executive Vice President | 279 | 0.00% | Jul 23, 2026 |
| Parthasarathy Srinivasa | EVP, Chief Information Officer | 0 | – | Jul 23, 2026 |
| Brian W. Bolash | EVP,Secretary,General Counsel | 445 | 0.00% | Jul 23, 2026 |
| Timothy G. Necastro | President & CEO | 9,819 | 0.02% | Jul 23, 2026 |
| Jorie L. Novacek | SVP, Controller | 0 | – | Jul 23, 2026 |
| Marc Cipriani | Senior Vice President | 15,997 | 0.03% | Jul 23, 2026 |
| Brian Arden Hudson Sr. | Director | 295 | 0.00% | Aug 3, 2026 |
| Elizabeth A. Vorsheck | Director, 10% owner | 4,038,832 | 8.74% | Aug 3, 2026 |
| Thomas B. Hagen | Director | 16,762,378 | 36.29% | Aug 3, 2026 |
| J. Ralph Borneman Jr | Director | 60,000 | 0.13% | Aug 3, 2026 |
| LuAnn Datesh | Director | 410 | 0.00% | Aug 3, 2026 |
| Charles Scott Hartz | Director | 3,195 | 0.01% | Aug 3, 2026 |
| Jonathan Hirt Hagen | Director | 225,871 | 0.49% | Aug 3, 2026 |
| William David Edwards | Director | 0 | – | Aug 3, 2026 |
| Thomas W. Palmer | Director | 1,540 | 0.00% | Aug 3, 2026 |
| Eugene C. Connell | Director | 19,896 | 0.04% | Aug 3, 2026 |
| Salvatore Correnti | Director | 320 | 0.00% | Aug 3, 2026 |
| George R. Lucore | Director | 1,725 | 0.00% | Feb 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Cody Cook Executive Vice President | Aug 31, 2026 | Other | +4.42 | $255.56 | $1.13K | 1,163 |
| Anthony DaBreo Senior Vice President, Life | Aug 31, 2026 | Other | +0.78 | $255.56 | $199 | 921 |
| Sarah Shine Executive Vice President | Aug 31, 2026 | Other | +4.11 | $255.56 | $1.05K | 573 |
| Cody Cook Executive Vice President | Jul 31, 2026 | Other | +11.77 | $242.04 | $2.85K | 1,159 |
| Anthony DaBreo Senior Vice President, Life | Jul 31, 2026 | Other | +8.96 | $242.04 | $2.17K | 921 |
| Douglas Edward Smith EVP | Jul 31, 2026 | Other | +2.58 | $242.04 | $624 | 5,172 |
| Julie Marie Pelkowski EVP & CFO | Jul 31, 2026 | Other | +3.39 | $242.04 | $821 | 675 |
| Sarah Shine Executive Vice President | Jul 31, 2026 | Other | +11.05 | $242.04 | $2.67K | 569 |
| Anthony DaBreo Senior Vice President, Life | Jun 30, 2026 | Other | +0.31 | $239.75 | $74 | 912 |
| Cody Cook Executive Vice President | Jun 30, 2026 | Other | +4.96 | $239.75 | $1.19K | 1,147 |
| Sarah Shine Executive Vice President | Jun 30, 2026 | Other | +4.6 | $239.75 | $1.10K | 558 |
| Douglas Edward Smith EVP | Jun 30, 2026 | Other | +0.08 | $239.75 | $19 | 5,170 |
| Elizabeth A. Vorsheck Director, 10% owner | Jun 2, 2026 | Buy | +4,000 | $200.00 | $800.00K | 3,004,000 |
| Elizabeth A. Vorsheck Director, 10% owner | Jun 2, 2026 | Buy | +2,000 | $211.00 | $422.00K | 266,081 |
| Elizabeth A. Vorsheck Director, 10% owner | Jun 2, 2026 | Buy | +1,000 | $211.50 | $211.50K | 267,081 |
| Julie Marie Pelkowski EVP & CFO | May 31, 2026 | Other | +1.3 | $213.07 | $277 | 672 |
| Douglas Edward Smith EVP | May 31, 2026 | Other | +0.92 | $213.07 | $196 | 5,170 |
| Cody Cook Executive Vice President | May 31, 2026 | Other | +6.04 | $213.07 | $1.29K | 1,142 |
| Sarah Shine Executive Vice President | May 31, 2026 | Other | +5.64 | $213.07 | $1.20K | 553 |
| Anthony DaBreo Senior Vice President, Life | May 31, 2026 | Other | +2.31 | $213.07 | $492 | 911 |
| Anthony DaBreo Senior Vice President, Life | May 8, 2026 | Sale | −465 | $217.10 | $100.95K | 909 |
| Sarah Shine Executive Vice President | Apr 30, 2026 | Other | +8.94 | $218.93 | $1.96K | 547 |
| Douglas Edward Smith EVP | Apr 30, 2026 | Other | +3.94 | $218.93 | $863 | 5,169 |
| Anthony DaBreo Senior Vice President, Life | Apr 30, 2026 | Other | +9.5 | $218.93 | $2.08K | 1,374 |
| Cody Cook Executive Vice President | Apr 30, 2026 | Other | +9.49 | $218.93 | $2.08K | 1,136 |
| Julie Marie Pelkowski EVP & CFO | Apr 30, 2026 | Other | +7.76 | $218.93 | $1.70K | 671 |
| Julie Marie Pelkowski EVP & CFO | Mar 31, 2026 | Other | +2.68 | $251.31 | $674 | 663 |
| Cody Cook Executive Vice President | Mar 31, 2026 | Other | +5.9 | $251.31 | $1.48K | 1,127 |
| Douglas Edward Smith EVP | Mar 31, 2026 | Other | +1.15 | $251.31 | $289 | 5,165 |
| Sarah Shine Executive Vice President | Mar 31, 2026 | Other | +5.52 | $251.31 | $1.39K | 538 |
| Anthony DaBreo Senior Vice President, Life | Mar 31, 2026 | Other | +2.85 | $251.31 | $716 | 1,365 |
| Timothy G. Necastro President & CEO | Mar 18, 2026 | Gift | −2,039 | – | – | 9,541 |
| Julie Marie Pelkowski EVP & CFO | Feb 28, 2026 | Other | +2.35 | $269.44 | $633 | 660 |
| Anthony DaBreo Senior Vice President, Life | Feb 28, 2026 | Other | +2.55 | $269.44 | $687 | 1,362 |
| Douglas Edward Smith EVP | Feb 28, 2026 | Other | +1.03 | $269.44 | $278 | 5,164 |
| Sarah Shine Executive Vice President | Feb 28, 2026 | Other | +4.63 | $269.44 | $1.25K | 533 |
| Cody Cook Executive Vice President | Feb 28, 2026 | Other | +4.94 | $269.44 | $1.33K | 1,121 |
| Douglas Edward Smith EVP | Jan 31, 2026 | Other | +2.58 | $283.01 | $730 | 5,163 |
| Julie Marie Pelkowski EVP & CFO | Jan 31, 2026 | Other | +5.17 | $283.01 | $1.46K | 658 |
| Sarah Shine Executive Vice President | Jan 31, 2026 | Other | +6.54 | $283.01 | $1.85K | 528 |
| Cody Cook Executive Vice President | Jan 31, 2026 | Other | +6.93 | $283.01 | $1.96K | 1,116 |
| Anthony DaBreo Senior Vice President, Life | Jan 31, 2026 | Other | +6.25 | $283.01 | $1.77K | 1,359 |
| Anthony DaBreo Senior Vice President, Life | Jan 30, 2026 | Award | +500 | $280.87 | $140.44K | 1,353 |
| Julie Marie Pelkowski EVP & CFO | Dec 31, 2025 | Other | +5.86 | $286.65 | $1.68K | 653 |
| Sarah Shine Executive Vice President | Dec 31, 2025 | Other | +12.17 | $286.65 | $3.49K | 522 |
| Anthony DaBreo Senior Vice President, Life | Dec 31, 2025 | Other | +3.98 | $286.65 | $1.14K | 853 |
| Douglas Edward Smith EVP | Dec 31, 2025 | Other | +1.59 | $286.65 | $456 | 5,160 |
| Cody Cook Executive Vice President | Dec 31, 2025 | Other | +1.39 | $286.65 | $398 | 1,109 |
| Timothy G. Necastro President & CEO | Dec 23, 2025 | Gift | −3,481 | – | – | 11,580 |
| Cody Cook Executive Vice President | Nov 30, 2025 | Other | +4.02 | $295.49 | $1.19K | 1,108 |
| Cody Cook Executive Vice President | Oct 31, 2025 | Other | +6.53 | $292.64 | $1.91K | 1,104 |
| Anthony DaBreo Senior Vice President, Life | Oct 31, 2025 | Other | +6.48 | $292.64 | $1.90K | 849 |
| Julie Marie Pelkowski EVP & CFO | Oct 31, 2025 | Other | +5.63 | $292.64 | $1.65K | 647 |
| Sarah Shine Executive Vice President | Oct 31, 2025 | Other | +2.69 | $292.64 | $787 | 509 |
| Douglas Edward Smith EVP | Oct 31, 2025 | Other | +3.09 | $292.64 | $904 | 5,158 |
| Anthony DaBreo Senior Vice President, Life | Sep 30, 2025 | Other | +3.31 | $318.16 | $1.05K | 842 |
| Sarah Shine Executive Vice President | Sep 30, 2025 | Other | +4.52 | $318.16 | $1.44K | 507 |
| Cody Cook Executive Vice President | Sep 30, 2025 | Other | +4.82 | $318.16 | $1.53K | 1,097 |
| Anthony DaBreo Senior Vice President, Life | Aug 31, 2025 | Other | +1.35 | $354.38 | $478 | 839 |
| Cody Cook Executive Vice President | Aug 31, 2025 | Other | +3.43 | $354.38 | $1.22K | 1,092 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Feltz Lorianne Officer | Aug 16, 2024 | 1,000 | $467.34K | Aug 16, 2024 | Acquired as compensation -- Stock Options |
| Cipriani Marc Officer | Aug 18, 2023 | 2,000 | $567.04K | Aug 18, 2023 | Acquired as an inheritance from an estate |