Public record / Tickers / ERIE

ERIE — ERIE INDEMNITY CO

Both disclosure regimes on one name: who in Congress filed about ERIE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming ERIE
Members · 12m
2
3 buys · 1 sells · by trade date
Latest PTR
04-03
filed 2026-04-03
13F holders
347
top-347 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $50.0K–$100K

Sale · traded 2017-03-28 → filed 2017-04-11. Ranked over every ERIE row by the provable lower bound, never a point estimate.

2 members · 3 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ERIE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ERIE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-03John Fetterman D–PAPurchase · DC (dependent-child-owned)Traded 03-30 +4d$1K–$15K
2026-04-03John Fetterman D–PAPurchase · DC (dependent-child-owned)Traded 03-27 +7d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 02-10 +27d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-19 +24d$1K–$15K
2017-04-11Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 03-28 +14d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in ERIE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ERIE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
John Fetterman D–PA2$2.0K to $30.0K4

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · ERIE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $7.2M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ERIE INDTY CO

Merged timeline of congressional filings and notable-manager moves on ERIE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+1,626 sh
2026-05-15Bridgewater Associates 13Ftrim−1,775 sh
2026-05-14Caxton Associates 13Ftrim−2,982 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of ERIE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1VANGUARD CAPITAL MANAGEMENT LLC$410M1
2BlackRock, Inc.$397M1
3STATE STREET CORP$348M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$278M1
5Invesco Ltd.$250M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$192M1
7ProShare Advisors LLC$150M1
8BANK OF AMERICA CORP /DE/$121M1
9MORGAN STANLEY$115M1
10DIMENSIONAL FUND ADVISORS LP$56.8M1
11Vest Financial, LLC$46.5M1
12CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$45.8M1
13NORTHERN TRUST CORP$44.7M1
14FRANKLIN RESOURCES INC$42.0M1
15NOMURA ASSET MANAGEMENT CO LTD$36.5M1
16DEUTSCHE BANK AG\$35.7M1
17MILLENNIUM MANAGEMENT LLC$35.3M1
18VANGUARD FIDUCIARY TRUST CO$35.2M1
19UBS Group AG$35.0M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$29.7M1
21Focus Partners Wealth$28.8M1
22CITIGROUP INC$26.5M1
23Legal & General Group Plc$25.4M1
24Summit Trail Advisors, LLC$23.2M1
25Swiss National Bank$18.7M1
26Mitsubishi UFJ Asset Management Co., Ltd.$18.5M1
27Columbia Asset Management$18.2M1
28Allegheny Financial Group$16.5M1
29TRUIST FINANCIAL CORP$15.3M1
30Vanguard Global Advisers, LLC$13.3M1
31Amundi$12.0M1
32HSBC HOLDINGS PLC$11.2M1
33SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$8.8M1
34Swiss Life Asset Management Ltd$8.3M1
35Voleon Capital Management LP$8.0M1
36PRINCIPAL FINANCIAL GROUP INC$7.5M1
37MAI Capital Management$7.4M1
38Gotham Asset Management, LLC$7.2M1
39Mirae Asset Global Investments Co., Ltd.$7.0M1
40WELLS FARGO & COMPANY/MN$6.5M1
41Rodgers Brothers Inc.$6.5M1
42CITADEL ADVISORS LLC$6.3M1
43ROYAL BANK OF CANADA$6.0M1
44BANK OF MONTREAL /CAN/$5.7M1
45Cresset Asset Management, LLC$5.2M1
46AQR CAPITAL MANAGEMENT LLC$5.1M1
47ENVESTNET ASSET MANAGEMENT INC$5.0M1
48Rehmann Capital Advisory Group$5.0M1
49Holocene Advisors, LP$5.0M1
50AMERICAN CENTURY COMPANIES INC$4.8M1
51Cerity Partners LLC$4.6M1
52RENAISSANCE TECHNOLOGIES LLC$4.6M1
53MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.5M1
54Resona Asset Management Co.,Ltd.$4.4M1
55ALLIANCEBERNSTEIN L.P.$4.3M1
56WEDGEWOOD INVESTORS INC /PA/$4.3M1
57PDT Partners, LLC$4.1M1
58TWO SIGMA INVESTMENTS, LP$4.1M1
59Nuveen, LLC$4.0M1
60GUGGENHEIM CAPITAL LLC$3.9M1
61PEAK6 LLC$3.8M1
62Vident Advisory, LLC$3.7M1
63NATIONAL BANK OF CANADA /FI/$3.6M1
64STATE OF WISCONSIN INVESTMENT BOARD$3.6M1
65STIFEL FINANCIAL CORP$3.5M1
66HBK Sorce Advisory LLC$3.5M1
67Man Group plc$3.4M1
68Schonfeld Strategic Advisors LLC$3.3M1
69AVIVA PLC$3.3M1
70FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.2M1
71Chevy Chase Trust Holdings, LLC$3.1M1
72CIBC Bancorp USA Inc.$3.1M1
73D. E. Shaw & Co., Inc.$3.0M1
74Vanguard Investments Australia, Ltd.$2.9M1
75APG Asset Management N.V.$2.9M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$2.9M1
77Ensign Peak Advisors, Inc$2.9M1
78PRUDENTIAL FINANCIAL INC$2.8M1
79Asset Management One Co., Ltd.$2.8M1
80Hendershot Investments Inc.$2.7M1
81Pictet Asset Management Holding SA$2.6M1
82TORONTO DOMINION BANK$2.5M1
83Creative Planning$2.4M1
84State of New Jersey Common Pension Fund D$2.2M1
85FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.2M1
86ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.0M1
87Snowden Capital Advisors LLC$2.0M1
88Lansforsakringar Fondforvaltning AB (publ)$2.0M1
89FIRST TRUST ADVISORS LP$1.8M1
90CIBC Asset Management Inc$1.8M1
91PUBLIC SECTOR PENSION INVESTMENT BOARD$1.8M1
92NATIXIS$1.8M1
93CREDIT AGRICOLE S A$1.8M1
94Freestone Grove Partners LP$1.8M1
95VANGUARD ASSET MANAGEMENT, Ltd$1.8M1
96STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
97TD ASSET MANAGEMENT INC$1.7M1
98Tredje AP-fonden$1.7M1
99Czech National Bank$1.7M1
100Arizona State Retirement System$1.7M1
101OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
102Rafferty Asset Management, LLC$1.6M1
103UniSuper Management Pty Ltd$1.5M1
104Quantinno Capital Management LP$1.5M1
105BROWN ADVISORY INC$1.5M1
106Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
107COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
108Aquatic Capital Management LLC$1.4M1
109Engineers Gate Manager LP$1.4M1
110CAXTON ASSOCIATES LLP$1.4M1
111DONALDSON CAPITAL MANAGEMENT, LLC$1.4M1
112Retirement Systems of Alabama$1.4M1
113Robeco Institutional Asset Management B.V.$1.3M1
114IFM Investors Pty Ltd$1.3M1
115SEB Asset Management AB$1.3M1
116BANK OF NOVA SCOTIA$1.3M1
117FIFTH THIRD BANCORP$1.2M1
118OPPENHEIMER & CO INC$1.2M1
119CANADA PENSION PLAN INVESTMENT BOARD$1.2M1
120Kestra Advisory Services, LLC$1.2M1
121Daiwa Securities Group Inc.$1.1M1
122BLAIR WILLIAM & CO/IL$1.1M1
123Bishop & Co Investment Management, LLC$1.0M1
124SummitTX Capital, L.P.$1.0M1
125Tidal Investments LLC$1.0M1
126BNP Paribas Asset Management Holding S.A.$993K1
127Inspire Investing, LLC$959K1
128LPL Financial LLC$940K1
129MFA WEALTH ADVISORS, LLC$893K1
130BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$880K1
131NEW YORK LIFE INVESTMENT MANAGEMENT LLC$875K1
132Jefferies Financial Group Inc.$868K1
133FMR LLC$862K1
134NEOS Investment Management LLC$860K1
135SUSQUEHANNA INTERNATIONAL GROUP, LLP$860K1
136NISSAY ASSET MANAGEMENT CORP /JAPAN$849K1
137Korea Investment CORP$807K1
138Vanguard Personalized Indexing Management, LLC$798K1
139Lido Advisors, LLC$798K1
140VOYA INVESTMENT MANAGEMENT LLC$796K1
141IRON Financial LLC$785K1
142WINTON GROUP Ltd$770K1
143COURIER CAPITAL LLC$764K1
144CIBC WORLD MARKET INC.$736K1
145Sumitomo Mitsui DS Asset Management Company, Ltd$732K1
146OREGON PUBLIC EMPLOYEES RETIREMENT FUND$730K1
147WELLINGTON MANAGEMENT GROUP LLP$724K1
148WORLDQUANT MILLENNIUM ADVISORS LLC$717K1
149CULBERTSON A N & CO INC$704K1
150MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$679K1
151RAYMOND JAMES FINANCIAL INC$677K1
152OP Asset Management Ltd$673K1
153FORA Capital, LLC$652K1
154MAVERICK CAPITAL LTD$651K1
155Drucker Wealth 3.0, LLC$648K1
156PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$641K1
157NORDEA INVESTMENT MANAGEMENT AB$631K1
158GROUPAMA ASSET MANAGMENT$618K1
159Mariner, LLC$617K1
160XPONANCE LLC$601K1
161MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$597K1
162Janus Henderson Group Ltd.$580K1
163Dai-ichi Life Insurance Company, Ltd$574K1
164Northwest Bancshares, Inc.$569K1
165Advisory Alpha, LLC$569K1
166EXCHANGE TRADED CONCEPTS, LLC$549K1
167Global X Japan Co., Ltd.$540K1
168MACQUARIE GROUP LTD$536K1
169Sovereign's Capital Management, LLC$500K1
170Blueshift Asset Management, LLC$471K1
171AIGEN INVESTMENT MANAGEMENT, LP$467K1
172COMMONWEALTH EQUITY SERVICES, LLC$463K1
173Brevan Howard Capital Management LP$460K1
174Investment Management Corp of Ontario$456K1
175Seneschal Advisors, LLC$442K1
176OSAIC HOLDINGS, INC.$437K1
177Blue Trust, Inc.$425K1
178Bridgewater Associates, LP$408K1
179Federation des caisses Desjardins du Quebec$406K1
180Aberdeen Group plc$404K1
181HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$402K1
182INTECH INVESTMENT MANAGEMENT LLC$399K1
183Metis Global Partners, LLC$395K1
184TOKIO MARINE ASSET MANAGEMENT CO LTD$392K1
185Independent Advisor Alliance$388K1
186GATEWAY INVESTMENT ADVISERS LLC$386K1
187MIZUHO SECURITIES USA LLC$386K1
188Cetera Investment Advisers$381K1
189Empirical Asset Management, LLC$378K1
190Eurizon Capital SGR S.p.A.$375K1
191ADE, LLC$374K1
192STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$370K1
193PRUDENTIAL PLC$365K1
194Swedbank AB$355K1
195Ballentine Partners, LLC$350K1
196Norinchukin Bank, The$350K1
197Formidable Asset Management, LLC$348K1
198DRW Securities, LLC$339K1
199VOLORIDGE INVESTMENT MANAGEMENT, LLC$329K1
200WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$327K1
201Orion Porfolio Solutions, LLC$322K1
202Econ Financial Services Corp$321K1
203LRT Capital Management, LLC$316K1
204OMERS ADMINISTRATION Corp$303K1
205Sivia Capital Partners, LLC$298K1
206SEI INVESTMENTS CO$290K1
207ING GROEP NV$290K1
208O'SHAUGHNESSY ASSET MANAGEMENT, LLC$279K1
209Significant Wealth Partners LLC$263K1
210MUFG Securities EMEA plc$262K1
211Revisor Wealth Management LLC$254K1
212Allspring Global Investments Holdings, LLC$251K1
213MITCHELL SINKLER & STARR/PA$251K1
214XTX Topco Ltd$233K1
215HighTower Advisors, LLC$232K1
216CNB Bank$228K1
217Merit Financial Group, LLC$226K1
218IMC-Chicago, LLC$225K1
219PATTON FUND MANAGEMENT, INC.$221K1
220J.W. COLE ADVISORS, INC.$213K1
221JANE STREET GROUP, LLC$211K1
222MERCER GLOBAL ADVISORS INC /ADV$206K1
223NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$204K1
224Arax Advisory Partners$204K1
225Tower Research Capital LLC (TRC)$202K1
226ExodusPoint Capital Management, LP$201K1
227SECURIAN ASSET MANAGEMENT, INC$176K1
228QUADRANT CAPITAL GROUP LLC$176K1
229Westerkirk Capital Inc.$165K1
230US BANCORP \DE\$165K1
231JFS WEALTH ADVISORS, LLC$137K1
232ROYAL LONDON ASSET MANAGEMENT LTD$122K1
233Rockefeller Capital Management L.P.$121K1
234Smartleaf Asset Management LLC$113K1
235CWM, LLC$100K1
236STOREBRAND ASSET MANAGEMENT AS$92.7K1
237Siemens Fonds Invest GmbH$85.7K1
238UMB Bank, n.a.$75.1K1
239Allworth Financial LP$70.0K1
240FINANCIAL CONSULATE, INC$59.3K1
241SIGNATUREFD, LLC$47.7K1
242FEDERATED HERMES, INC.$26.9K1
243TEMA ETFS LLC$26.9K1
244MATHER GROUP, LLC.$19.4K1
245Caitong International Asset Management Co., Ltd$18.6K1
246ASSETMARK, INC$16.8K1
247Clearstead Trust, LLC$9.8K1
248Private Wealth Management Group, LLC$9.6K1
249Parkside Financial Bank & Trust$8.8K1
250DT Investment Partners, LLC$8.3K1
251ARMSTRONG ADVISORY GROUP, INC$6.3K1
252CANADA LIFE ASSURANCE Co$4.6K1
253Y.D. More Investments Ltd$4.0K1
254Activest Wealth Management$4.0K1
255Truvestments Capital LLC$3.0K1
256GSA CAPITAL PARTNERS LLP$2.9K1
257CVA Family Office, LLC$2.8K1
258TOTH FINANCIAL ADVISORY CORP$2.5K1
259Spire Wealth Management$2.5K1
260Quarry LP$2.5K1
261SJS Investment Consulting Inc.$2.3K1
262WPG Advisers, LLC$2.3K1
263Ilmarinen Mutual Pension Insurance Co$1.9K1
264Pinnacle Wealth Planning Services, Inc.$1.5K1
265Kilter Group LLC$1.5K1
266Clearstead Advisors, LLC$1.3K1
267Manchester Capital Management LLC$1.3K1
268WOLFF WIESE MAGANA LLC$1.3K1
269DiNuzzo Private Wealth, Inc.$1.3K1
270Burk Holdings LLC$1.3K1
271Prestige Wealth Management Group LLC$1.0K1
272SUMMIT SECURITIES GROUP LLC$1.0K1
273KBC Group NV$7721
274Physician Wealth Advisors, Inc.$7541
275SHP Wealth Management$7541
276Bell Investment Advisors, Inc$7541
277Abound Wealth Management$7541
278DekaBank Deutsche Girozentrale$7041
279State of Alaska, Department of Revenue$6351
280Smithfield Trust Co$5531
281Larson Financial Group LLC$5331
282Quaker Wealth Management, LLC$5031
283True Wealth Design, LLC$5031
284Rakuten Securities, Inc.$5031
285MV CAPITAL MANAGEMENT, INC.$2521
286JPL Wealth Management, LLC$2521
287NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2511
288Synergy Investment Management, LLC$2511
289THRIVENT FINANCIAL FOR LUTHERANS$2421
290Vestcor Inc$1471
291Penserra Capital Management LLC$341
292Capital Advisors, Ltd. LLC$11
293VANGUARD GROUP INC$01
294TEACHER RETIREMENT SYSTEM OF TEXAS$01
295HOWARD HUGHES MEDICAL INSTITUTE$01
296BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
297COMERICA BANK$01
298VIRGINIA RETIREMENT SYSTEMS ET Al$01
299CIBC WORLD MARKETS CORP$01
300STEVENS CAPITAL MANAGEMENT LP$01
301NOMURA HOLDINGS INC$01
302BALYASNY ASSET MANAGEMENT L.P.$01
303CIBC Private Wealth Group LLC$01
304NORGES BANK$01
305CAPSTONE INVESTMENT ADVISORS, LLC$01
306Verition Fund Management LLC$01
307Alberta Investment Management Corp$01
308HRT FINANCIAL LP$01
309TWO SIGMA ADVISERS, LP$01
310Transamerica Financial Advisors, LLC$01
311Skandinaviska Enskilda Banken AB (publ)$01
312Atria Investments, Inc$01
313Bank Julius Baer & Co. Ltd, Zurich$01
314Sequoia Financial Advisors, LLC$01
315Lighthouse Investment Partners, LLC$01
316Point72 Asset Management, L.P.$01
317Trexquant Investment LP$01
318Coastal Bridge Advisors, LLC$01
319AE Wealth Management LLC$01
320Machina Capital S.A.S.$01
321Global Retirement Partners, LLC$01
322TWINBEECH CAPITAL LP$01
323IEQ CAPITAL, LLC$01
324Avion Wealth$01
325Lloyd Advisory Services, LLC.$01
326DV EQUITIES, LLC$01
327AlphaQuest LLC$01
328R Squared Ltd$01
329SageView Advisory Group, LLC$01
330Dunhill Financial, LLC$01
331Kingdom Financial Group LLC.$01
332TrueMark Investments, LLC$01
333ELEVATION WEALTH PARTNERS, LLC$01
334EntryPoint Capital, LLC$01
335Sachetta, LLC$01
336Pathstone Holdings, LLC$01
337American Capital Advisory, LLC$01
338Breakwater Investment Management$01
339Quest 10 Wealth Builders, Inc.$01
340VISTA INVESTMENT PARTNERS II, LLC$01
341Wealth Watch Advisors, INC$01
342Bayforest Capital Ltd$01
343Rialto Wealth Management, LLC$01
344Rakuten Investment Management, Inc.$01
345HFM Investment Advisors, LLC$01
346Networth Advisors, LLC$01
347Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 347 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 1 sell
Congress net ($ bound)−$12.0K to $44.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ERIE

RETAINED WINDOW · ACTIVE HITS

Zero hits on ERIE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ERIE · financials and macro

Financials — as filed PLANNED

ERIE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ERIE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing