Erie Indemnity Ownership

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

Recent Insider Transactions

BIT:1ERIE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	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

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 1ERIE?
Owner Type	Number of Shares	Ownership Percentage
State or Government	12,275	0.0235%
General Public	4,996,898	9.56%
Private Companies	5,628,230	10.8%
Institutions	20,162,465	38.6%
Individual Insiders	21,490,000	41.1%

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

Top Shareholders

Top 25 shareholders own 84.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
32.9%	Thomas Hagen	17,215,789	€5.8b	0%	no data
10.7%	H.O. Hirt Trusts	5,616,000	€1.9b	0%	no data
9.71%	PNC Financial Services Group Inc., Banking Investments	5,075,229	€1.7b	-12.1%	1.38%
7.57%	Elizabeth Ann Vorsheck	3,960,946	€1.3b	0.35%	no data
5.63%	The Vanguard Group, Inc.	2,944,793	€987.6m	-0.29%	0.01%
3.34%	Cresset Asset Management, LLC	1,748,404	€586.4m	0%	2.98%
3.14%	BlackRock, Inc.	1,644,435	€551.5m	1.31%	0.01%
2.73%	State Street Global Advisors, Inc.	1,428,437	€479.1m	7.62%	0.02%
1.46%	Geode Capital Management, LLC	763,169	€256.0m	1.91%	0.02%
1.36%	Franklin Resources, Inc.	713,181	€239.2m	-0.46%	0.09%
0.86%	Invesco Capital Management LLC	451,937	€151.6m	-4.16%	0.06%
0.85%	ProShare Advisors LLC	443,992	€148.9m	5,000%	0.34%
0.51%	UBS Asset Management AG	268,444	€90.0m	5.99%	0.01%
0.49%	FMR LLC	255,869	€85.8m	604%	0.01%
0.43%	Jonathan Hagen	226,130	€75.8m	0.09%	no data
0.35%	Dimensional Fund Advisors LP	181,705	€60.9m	-0.89%	0.01%
0.33%	Northern Trust Global Investments	174,931	€58.7m	-5.03%	0.01%
0.32%	Charles Schwab Investment Management, Inc.	169,352	€56.8m	7.71%	0.01%
0.27%	Vest Financial LLC	141,669	€47.5m	0%	0.62%
0.26%	BNY Asset Management	138,352	€46.4m	-0.88%	0.01%
0.23%	Bank of America Corporation, Asset Management Arm	121,793	€40.8m	345%	0.01%
0.21%	Morgan Stanley, Investment Banking and Brokerage Investments	108,261	€36.3m	12.7%	no data
0.2%	Nomura Asset Management Co., Ltd.	104,491	€35.0m	1,300%	0.01%
0.19%	Deutsche Asset & Wealth Management	100,409	€33.7m	-6.08%	0.01%
0.19%	Atlantic Union Bankshares Corporation,Asset Management Arm	99,377	€33.3m	-10.8%	2.12%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/18 15:09
End of Day Share Price	2025/05/16 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

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.