Grid › Insurance Agents, Brokers & Service

ERIE Erie Indemnity Co

Nasdaq, CIK 0000922621, fiscal year ends 12/31. Last price 253.52 on 2026-10-23, market value 13.3 billion dollars.

Machine-readable: ERIE.json, ERIE.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	n/a	not scored (financial)	—	—	—	—	method
Magic Formula	n/a	not scored	—	—	—	—	method
Momentum	30	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	no open-market transactions in window	2026-10-23	—	—	—	method
Buffett Quality	n/a	not scored (financial)	—	—	—	—	method
Lynch GARP	n/a	not scored (financial)	—	—	—	—	method
Graham Enterprising	n/a	not scored (financial)	—	—	—	—	method
Piotroski F-Score	n/a	not scored (financial)	—	—	—	—	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	253.52	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	52,289,868	underlying shares	2026-07-24	SEC cover page 10-Q 0001628280-26-051079 (sum of classes (Class A common stock 46,189,068 x 1; Class B common stock 2,542 x 2400; class economics verified in https://www.sec.gov/Archives/edgar/data/922621/000162828026010666/erie-20251231.htm)); filing document https://www.sec.gov/Archives/edgar/data/922621/000162828026051079/erie-20260630.htm 0001628280-26-051079
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	13,256,527,335	USD	2026-10-23 shares at 2026-07-24	253.52 (price 2026-10-23) / 1 x 52,289,868 (shares at 2026-07-24) = 13,256,527,335

Graham Defensive

not scored (financial). How this is scored.

not scored (financial).

Magic Formula

not scored. How this is scored.

not scored.

Momentum

30 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-29.5 % (percentile 7.3)	3.6 / 50
6 month return	3.1 % (percentile 49.2)	9.8 / 20
Price / 52-week high	0.786	11.8 / 15
Volatility penalty (60d annualised)	34.0 %	4.7 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	253.52	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.0 bp	-0.0 / 0

Inputs, 0 numbers with their sources

Input	Value	Period	Source	Check

Buffett Quality

not scored (financial). How this is scored.

not scored (financial).

Lynch GARP

not scored (financial). How this is scored.

not scored (financial).

Graham Enterprising

not scored (financial). How this is scored.

not scored (financial).

Piotroski F-Score

not scored (financial). How this is scored.

not scored (financial).

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	Dividend	Filing
2013	2013-12-31	1,297	163	paid	0000922621-16-000067
2014	2014-12-31	1,407	168	paid	0000922621-17-000008
2015	2015-12-31	1,506	175	paid	0000922621-18-000016
2016	2016-12-31	1,597	210	paid	0000922621-19-000008
2017	2017-12-31	1,692	197	paid	0000922621-20-000009
2018	2018-12-31	2,382	288	paid	0000922621-21-000010
2019	2019-12-31	2,477	317	paid	0000922621-22-000013
2020	2020-12-31	2,536	293	paid	0000922621-23-000007
2021	2021-12-31	2,634	298	paid	0000922621-24-000006
2022	2022-12-31	2,840	299	paid	0000922621-25-000004
2023	2023-12-31	3,269	446	paid	0001628280-26-010666
2024	2024-12-31	3,795	600	paid	0001628280-26-010666
2025	2025-12-31	4,067	559	paid	0001628280-26-010666

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-06-02	Vorsheck Elizabeth A	director	buy	4,000	200.00	800,000
2026-06-02	Vorsheck Elizabeth A	director	buy	2,000	211.00	422,000
2026-06-02	Vorsheck Elizabeth A	director	buy	1,000	211.50	211,500
2026-05-08	Dabreo Anthony	Pres	sale	465	217.10	100,952

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/ERIE; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.