Cross-institution positioning
Mar 26, 2026Reduction leaning. 2 exited across 2 comparable institutions.
Source: Schedule 13 researchERIE Institutional Ownership
ERIE INDEMNITY CO
Latest stored close $226.54 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
44/100
2 tracked · 2 comparable
Latest filing
Mar 26, 2026
Positive breadth
0 positive · 2 negative
Recent close
$226.54
Research confidence
Limited
Institutional Research 26/100 · 0 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 26, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating0
Newly reported0
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 44/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 2 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
40/100
Insiders
50/100
Fundamentals
53/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 30, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 30, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 30, 2026Revenue +2.8% YoY; Net income +3.2% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 37% through its reported 52-week range; -22.1% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Mar 26, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Mar 26, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Oct 7, 2024
Direction locked
BlackRock
Filed Jan 31, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Oct 7, 2024
BlackRock
Filed Jan 31, 2024
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Cook Cody | JOther transaction | Class A Common Stock | 7 | $219.15 | Direct | Oct 1, 2026 |
| Sep 30, 2026 | DaBreo Anthony | JOther transaction | Class A Common Stock | 5 | $219.15 | Direct | Oct 1, 2026 |
| Sep 30, 2026 | Shine Sarah | JOther transaction | Class A Common Stock | 7 | $219.15 | Direct | Oct 1, 2026 |
| Aug 31, 2026 | Cook Cody | JOther transaction | Class A Common Stock | 4 | $255.56 | Direct | Sep 1, 2026 |
| Aug 31, 2026 | DaBreo Anthony | JOther transaction | Class A Common Stock | 1 | $255.56 | Direct | Sep 1, 2026 |
| Aug 31, 2026 | Shine Sarah | JOther transaction | Class A Common Stock | 4 | $255.56 | Direct | Sep 1, 2026 |
| Jul 31, 2026 | Smith Douglas Edward | JOther transaction | Class A Common Stock | 3 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Shine Sarah | JOther transaction | Class A Common Stock | 11 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Pelkowski Julie Marie | JOther transaction | Class A Common Stock | 3 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | DaBreo Anthony | JOther transaction | Class A Common Stock | 9 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Cook Cody | JOther transaction | Class A Common Stock | 12 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Vorsheck Elizabeth A | AGrant, award, or other acquisition · derivative | Directors' Deferred Compensation Share Credits | 65 | $0.00 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Palmer Thomas W | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Hudson Brian Arden Sr. | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | HARTZ CHARLES SCOTT | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Hagen Thomas B | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Edwards William David | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Hagen Jonathan Hirt | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Datesh LuAnn | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
| Jul 31, 2026 | Correnti Salvatore | JOther transaction · derivative | Directors' Deferred Compensation Share Credits | 65 | $242.04 | Direct | Aug 3, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 30, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| May 21, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Apr 23, 2026 | 8-K | 2.02, 5.07, 8.01, 9.01 | Results of operations / financial condition; Shareholder vote results; Other event; Financial statements / exhibits | — | Filing |
| Feb 23, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Feb 20, 2026 | 8-K | 5.02, 8.01, 9.01 | Director or executive change; Other event; Financial statements / exhibits | — | Filing |
| Dec 11, 2025 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Oct 30, 2025 | 8-K | 2.02, 5.05, 9.01 | Results of operations / financial condition; Code of ethics amendment or waiver; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.1B
Q2 2026
+2.8% YoY 10-Q filed Jul 30, 2026
Operating income
$204.1M
Q2 2026
+2.5% YoY 10-Q filed Jul 30, 2026
Operating margin
18.7%
Q2 2026
-0.1 pts YoY 10-Q filed Jul 30, 2026
Net income
$180.3M
Q2 2026
+3.2% YoY 10-Q filed Jul 30, 2026
Operating cash flow
$306.8M
YTD through Jun 30, 2026
+3.8% YoY 10-Q filed Jul 30, 2026
Long-term debt
$0
As of Dec 31, 2022
-100.0% YoY 10-K filed Mar 1, 2023
Assets
$3.6B
As of Jun 30, 2026
+13.7% YoY 10-Q filed Jul 30, 2026
Liabilities
$1.1B
As of Jun 30, 2026
+15.5% YoY 10-Q filed Jul 30, 2026
Stockholders’ equity
$2.5B
As of Jun 30, 2026
+12.9% YoY 10-Q filed Jul 30, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $1.1B | +2.8% |
| Ended Mar 31, 2026 | $1.0B | +2.3% |
| Ended Sep 30, 2025 | $1.1B | +6.7% |
| Ended Jun 30, 2025 | $1.1B | +7.0% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $4.1B | +7.2% |
| Ended Dec 31, 2024 | $3.8B | +16.1% |
| Ended Dec 31, 2023 | $3.3B | +15.1% |
| Ended Dec 31, 2022 | $2.8B | +7.8% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$250.61
View live quote ↗
52-week low
$204.63
Jun 3, 2026
52-week high
$330.54
Oct 27, 2025
Below 52-week high
24.2%
1W return
+3.0%
1M return
-2.1%
3M return
+11.9%
6M return
+1.5%
YTD return
-12.6%
1Y return
-22.1%
30-day volatility
33.5%
90-day volatility
45.0%
1Y max drawdown
-37.2%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 10 filing(s) · 7 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -3.0M | 0.00% -6.39 pts | $246.91 | $243.26 | $226.54 |
| Vanguard Group CIK0000102909 | Dec 31, 2024 observed Jan 30, 2025 filed · 30d Schedule 13G amendment | Reported accumulation | 3.0M +476.6K | 6.39% +1.03 pts | $412.23 | $399.15 | $226.54 |
| BlackRock CIK0002012383 | Sep 30, 2024 quarter end Nov 13, 2024 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.8M | $539.82 | $410.59 | $226.54 |
Explore more institutional activity
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