ERIE
ERIE INDEMNITY COMPANYMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2015 | 43Q | $69 | $222 | +223% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $452 | $222 | -51% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $452 | $222 | -51% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $452 | $222 | -51% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $452 | $222 | -51% |
| Renaissance Technologies re-entered | Q4 2024(8Q snapshot) | 6Q | $400 | $222 | -45% |
| Two Sigma Investments | Q3 2025(8Q snapshot) | 3Q | $362 | $222 | -39% |
| Maverick Capital | Q1 2026 | 1Q | $278 | $222 | -20% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q1 2025 | Q2 2026 | → $213 | -44% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at ERIE INDEMNITY CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001628280-26-041441Jun 8, 2026
- Form 40001628280-26-041440Jun 8, 2026
- Form 40001628280-26-041437Jun 8, 2026
- Form 40001628280-26-041435Jun 8, 2026
- Form 4/Aamend0001628280-26-041096Jun 5, 2026
- Form 40001628280-26-040653Jun 4, 2026
- Form 40001628280-26-039409Jun 1, 2026
- Form 40001628280-26-039407Jun 1, 2026
- Form 40001628280-26-039405Jun 1, 2026
- Form 40001628280-26-039403Jun 1, 2026
- Form 40001628280-26-039402Jun 1, 2026
- Form 40001628280-26-034396May 13, 2026
- Form 40001628280-26-029148May 1, 2026
- Form 40001628280-26-029145May 1, 2026
- Form 40001628280-26-029143May 1, 2026
Fundamentals
XBRL · ERIE INDEMNITY COMPANYAnnual figures sourced directly from ERIE INDEMNITY COMPANY's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for ERIE INDEMNITY CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 21, 2026
- 10-QQuarterly reportApr 23, 2026
- 8-KMaterial eventApr 23, 2026
- 10-KAnnual reportFeb 23, 2026
- 8-KMaterial eventFeb 23, 2026
- 8-KMaterial eventFeb 20, 2026
- 8-KMaterial eventDec 11, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportAug 7, 2025
- 8-KMaterial eventAug 7, 2025
- 8-KMaterial eventJul 7, 2025
- 8-KMaterial eventJun 11, 2025
- 8-KMaterial eventMay 1, 2025
- 10-QQuarterly reportApr 24, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q1 2026 | open | $278 | $207 | -25% |
| Maverick Capital | Q1 2026 | open | $278 | $207 | -25% |
| Renaissance Technologies | Q4 2025 | open | $284 | $222 | -22% |
| Two Sigma Investments | Q3 2025 | open | $362 | $222 | -39% |
| D.E. Shaw | Q2 2025 | open | $361 | $222 | -39% |
| Point72 Asset Management | Q1 2025 | Q2 2026 | $380 | $213 | -44% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | $400 | $353 | -12% |
| Bridgewater Associates | Q3 2024 | Q1 2025 | $452 | $384 | -15% |
| Citadel Advisors | Q3 2024 | open | $452 | $222 | -51% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $452 | $396 | -13% |
| AQR Capital Management | Q3 2024 | open | $452 | $222 | -51% |
| Millennium Management | Q3 2024 | open | $452 | $222 | -51% |
| Bridgewater Associates | Q1 2022 | Q2 2024 | $170 | $382 | +124% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $144 | $212 | +47% |
| Bridgewater Associates | Q4 2019 | Q1 2020 | $160 | $143 | -11% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $95 | $107 | +12% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $69 | $76 | +10% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.