Erie Indemnity Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:EI2 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Aug 24	Sell€217,578	Charles Hartz	Individual	500	€435.16
13 Aug 24	Sell€206,892	Charles Hartz	Individual	500	€413.78
29 Feb 24	Sell€3,768,641	John Borneman	Individual	10,000	€376.86

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EI2?
Owner Type	Number of Shares	Ownership Percentage
State or Government	5,080	0.00972%
Private Companies	5,628,230	10.8%
General Public	7,412,085	14.2%
Institutions	17,768,229	34%
Individual Insiders	21,476,244	41.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.81% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
32.9%	Thomas Hagen	17,203,559	€6.9b	0%	no data
11%	PNC Financial Services Group Inc., Banking Investments	5,773,182	€2.3b	17.6%	1.37%
10.7%	H.O. Hirt Trusts	5,616,000	€2.2b	0%	no data
7.57%	Elizabeth Ann Vorsheck	3,960,946	€1.6b	0%	no data
5.54%	The Vanguard Group, Inc.	2,898,133	€1.2b	17.5%	0.02%
3.43%	BlackRock, Inc.	1,793,194	€715.8m	-26.2%	0.01%
2.63%	State Street Global Advisors, Inc.	1,376,981	€549.6m	32%	0.02%
1.39%	Geode Capital Management, LLC	727,168	€290.3m	45.6%	0.02%
1.38%	Franklin Resources, Inc.	720,942	€287.8m	-7.34%	0.1%
0.53%	UBS Asset Management AG	277,532	€110.8m	-5.65%	0.01%
0.53%	Invesco Capital Management LLC	277,415	€110.7m	-13.9%	0.04%
0.43%	Jonathan Hagen	226,130	€90.3m	0%	no data
0.35%	Dimensional Fund Advisors LP	184,800	€73.8m	-6.89%	0.01%
0.31%	Northern Trust Global Investments	163,881	€65.4m	-4.39%	0.01%
0.27%	Charles Schwab Investment Management, Inc.	142,581	€56.9m	-3.2%	0.01%
0.25%	BNY Asset Management	131,442	€52.5m	-31.3%	0.01%
0.23%	Legal & General Investment Management Limited	122,249	€48.8m	-16.9%	0.01%
0.21%	Atlantic Union Bankshares Corporation,Asset Management Arm	112,377	€44.9m	-23.3%	2.7%
0.18%	Morgan Stanley, Investment Banking and Brokerage Investments	94,652	€37.8m	31.9%	no data
0.16%	Eaton Vance Management	82,982	€33.1m	-3.11%	0.01%
0.15%	Goldman Sachs Group, Investment Banking and Securities Investments	79,875	€31.9m	-37%	0.02%
0.14%	Swiss National Bank, Asset Management Arm	75,120	€30.0m	0%	0.02%
0.14%	Columbia Asset Management, L.L.C.	75,036	€30.0m	-0.83%	5.55%
0.13%	Caisse de dépôt et placement du Québec	70,076	€28.0m	307%	0.03%
0.13%	Deutsche Asset & Wealth Management	68,352	€27.3m	99.5%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 06:36
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Erie Indemnity Company is covered by 3 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Amit Kumar	Macquarie Research
Michael Phillips	Stifel, Equities Research
Adam Klauber	William Blair & Company L.L.C.