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ERIE in the 13F filings

Erie Indty Co · CUSIP 29530P102

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q4 2023Q3 2023Q2 2023Q1 2023
Quarter end
31 Mar 2023
the date the book describes
Filed
12 May 2023
latest of these filings; the earliest 12 May 2023
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2022 and Q1 2023; 2 listed it in both
Shares listed
19,220
combined, among listed positions
Reported value
$4.5m
combined, at the quarter end

Managers listing ERIE in Q1 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2022, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Bridgewater Associates LP11,369$2.6munder 0.1%Trimmed-5,27612 May 2023 (the filing on sec.gov)
Winton Group Ltd7,851$1.8m0.11%Added+23912 May 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2022 to Q1 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q2 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

024620182019202020212022202320252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ERIE by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20151$210kn.a.n.a.
Q1 20181$269kn.a.n.a.
Q4 20181$380kn.a.n.a.
Q1 20193$3.2mn.a.n.a.
Q2 20191$999kn.a.n.a.
Q3 20194$11mn.a.n.a.
Q4 20192$3.4mn.a.n.a.
Q1 20203$2.5mn.a.n.a.
Q2 20204$7.3mn.a.n.a.
Q3 20203$10mn.a.n.a.
Q4 20202$21mn.a.n.a.
Q1 20213$3.0mn.a.n.a.
Q2 20212$2.7mn.a.n.a.
Q3 20212$3.2mn.a.n.a.
Q4 20212$1.8mn.a.n.a.
Q1 20223$4.2mn.a.n.a.
Q2 20223$5.3mn.a.n.a.
Q3 20222$4.5mn.a.n.a.
Q4 20224$28mn.a.n.a.
Q1 20232$4.5mn.a.n.a.
Q2 20232$6.8mn.a.n.a.
Q3 20233$30mn.a.n.a.
Q4 20232$8.5m20
Q2 20242$1.6m11
Q4 20241$11m10
Q1 20252$4.0m20
Q2 20254$23m41
Q3 20253$7.8m03
Q4 20255$32m2510
Q1 20266$18m1221
Q2 20265$24m1716

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ERIE and V →ERIE and AXP →ERIE and BAC →Choose a stock to compare with ERIE →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ERIE, latest filings →Back to the 13F Explorer →