Erie Indemnity: which funds bought and sold

Institutions that bought and sold Erie Indemnity shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 264 institutions that filed 13F reports for both quarters added to or opened positions in Erie Indemnity, and 156 cut or closed them. Together they added a net 724K shares, +3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 15K shares (−2.1%); index fund managers were net buyers of 339K shares (+4.1%). 76 opened a new position and 42 sold out entirely.

Bought, Q2 2026 264 institutions, 76 of them new holders Sold, Q2 2026 156 institutions, 42 of them sold out

Net change, all compared +724K shares (+3.6%)

Net change, active managers −15K shares (−2.1%), 26 bought, 19 sold

Buyers versus sellers

institutions compared, 473

264 bought 53 156 sold

Active managers and hedge funds 26 bought · 19 sold · −15K

Index fund managers 12 bought · 0 sold · +339K

Other institutions 226 bought · 137 sold · +399K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Invesco Ltd.	+95K +9.5%	1.1M	$262M
Blackrock, Inc. Index funds	+93K +5.9%	1.7M	$401M
Charles Schwab Investment Management Inc Index funds	+92K +12.0%	856K	$205M
Cwa Asset Management Group, LLC	+91K New position	91K	$21.8M
HSBC Holdings PLC	+58K +130.1%	103K	$24.7M
Morgan Stanley	+56K +12.2%	514K	$123M
State Street Corp Index funds	+54K +3.9%	1.4M	$345M
Bank Of America Corp	+46K +9.7%	526K	$126M
Capitolis Liquid Global Markets LLC	+45K New position	45K	$10.8M
Proshare Advisors LLC Index funds	+43K +7.3%	641K	$154M
Balyasny Asset Management L.P. Hedge fund	+43K New position	43K	$10.4M
Citigroup Inc	+42K +40.1%	148K	$35.5M
Erste Asset Management Gmbh	+42K +66.7%	105K	$24.9M
Geode Capital Management, LLC Index funds	+37K +4.3%	899K	$215M
Dimensional Fund Advisors LP	+34K +15.1%	260K	$62.4M
Jpmorgan Chase & Co	+33K +94.5%	68K	$16.5M
PDT Partners, LLC Hedge fund	+33K +199.2%	49K	$11.7M
Citadel Advisors LLC Hedge fund	+32K +128.8%	57K	$13.7M
BNP Paribas Financial Markets	+31K +33.7%	122K	$29.3M
Fideuram Asset Management (Ireland) Dac	+30K New position	30K	$7.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	+43K New position	43K	$10.4M
PDT Partners, LLC Hedge fund	+33K +199.2%	49K	$11.7M
Citadel Advisors LLC Hedge fund	+32K +128.8%	57K	$13.7M
Voleon Capital Management LP Hedge fund	+27K +83.6%	58K	$14M
American Century Companies Inc Active manager	+21K +110.6%	41K	$9.7M
Capital Fund Management S.A. Hedge fund	+18K +168.1%	28K	$6.8M
Renaissance Technologies LLC Hedge fund	+14K +76.4%	32K	$7.7M
AQR Capital Management LLC Hedge fund	+14K +66.6%	35K	$8.2M
Marshall Wace, LLP Hedge fund	+10K New position	10K	$2.4M
Panagora Asset Management Inc Active manager	+9,491 New position	9,491	$2.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	−159K −94.8%	8,741	$2.1M
Caisse De Depot Et Placement Du Quebec	−128K −70.0%	55K	$13.1M
Focus Partners Wealth	−89K −77.6%	26K	$6.1M
PNC Financial Services Group, Inc.	−82K −1.7%	4.8M	$1.2B
Millennium Management LLC Hedge fund	−70K −49.5%	71K	$17M
UBS Group AG	−18K −13.3%	121K	$28.9M
SG Americas Securities, LLC	−16K −77.3%	4,841	$1.2M
Two Sigma Investments, LP Hedge fund	−16K Sold out	0	—
Peak6 LLC	−15K Sold out	0	—
Royal Bank Of Canada	−13K −55.0%	11K	$2.6M
Hendershot Investments Inc.	−11K Sold out	0	—
Goldman Sachs Group Inc	−10K −6.5%	152K	$36.4M
Gsa Capital Partners LLP	−9,652 −84.1%	1,820	$436,000
Ensign Peak Advisors, Inc	−9,032 −79.2%	2,379	$570,365
Wells Fargo & Company	−7,358 −28.4%	19K	$4.4M
Tredje Ap-Fonden	−6,920 Sold out	0	—
Susquehanna Fundamental Investments, LLC	−6,382 −18.2%	29K	$6.9M
D. E. Shaw & Co., Inc. Hedge fund	−6,303 −53.6%	5,455	$1.3M
Natixis	−6,253 −88.1%	844	$202,349
Quantbot Technologies LP Hedge fund	−6,037 −29.5%	14K	$3.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	−159K −94.8%	8,741	$2.1M
Millennium Management LLC Hedge fund	−70K −49.5%	71K	$17M
Two Sigma Investments, LP Hedge fund	−16K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−6,303 −53.6%	5,455	$1.3M
Quantbot Technologies LP Hedge fund	−6,037 −29.5%	14K	$3.5M
Tudor Investment Corp Et Al Hedge fund	−5,240 Sold out	0	—
Man Group PLC Hedge fund	−3,814 −27.9%	9,874	$2.4M
Arrowstreet Capital, Limited Partnership Hedge fund	−2,664 −33.2%	5,365	$1.3M
Maverick Capital Ltd Hedge fund	−2,590 Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−1,831 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Cwa Asset Management Group, LLC	91K	$21.8M
Capitolis Liquid Global Markets LLC	45K	$10.8M
Balyasny Asset Management L.P.Hedge fund	43K	$10.4M
Fideuram Asset Management (Ireland) Dac	30K	$7.2M
Marshall Wace, LLPHedge fund	10K	$2.4M
Panagora Asset Management IncActive manager	9,491	$2.3M
Headlands Technologies LLC	7,224	$1.7M
Legacy Financial Strategies, LLC	6,560	$1.6M
Landscape Capital Management, L.L.C.	6,421	$1.5M
Ieq Capital, LLC	5,303	$1.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Two Sigma Investments, LPHedge fund	16K	$4.1M
Peak6 LLC	15K	$3.8M
Hendershot Investments Inc.	11K	$2.7M
Tredje Ap-Fonden	6,920	$1.7M
Aquatic Capital Management LLC	5,714	$1.4M
Tudor Investment Corp Et AlHedge fund	5,240	$1.3M
Canada Pension Plan Investment Board	4,742	$1.2M
Allstate Corp	4,155	$1M
Fora Capital, LLC	2,592	$651,784
Maverick Capital LtdHedge fund	2,590	$650,893

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 438
Ten largest holders: 70.3%
Index fund managers: 41.3%
Active managers and hedge funds: 3.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	26	19	9	7	−15K	−2.1%
Index fund managers	12	0	0	0	+339K	+4.1%
Other institutions	226	137	67	35	+399K	+3.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Erie Indemnity.

Only managers that filed a holdings report for both quarters are compared (473 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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