Jefferies Group's ERIE Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,455 shares of Erie Indemnity Company (ERIE) worth $868,276, representing 0.01% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ERIE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 6,792 shares. Largest reduction occurred in Q2 2025, reducing 8,127 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Erie Indemnity Company (ERIE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Erie Indemnity Company (ERIE) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +528 | Add 18.04% | 3,455 | $251.31 |
| Q4 2025 | -737 | Reduce 20.11% | 2,927 | $286.65 |
| Q3 2025 | +3,664 | New Buy | 3,664 | $318.16 |
| Q2 2025 | -8,127 | Sold Out | 0 | $0.00 |
| Q1 2025 | +6,792 | Add 508.76% | 8,127 | $419.05 |
| Q4 2024 | +1,335 | New Buy | 1,335 | $412.23 |
| Q1 2024 | -1,663 | Sold Out | 0 | $0.00 |
| Q4 2023 | +266 | Add 19.04% | 1,663 | $334.92 |
| Q3 2023 | +1,397 | New Buy | 1,397 | $293.79 |
Jefferies Group's Erie Indemnity Company Investment FAQs
Jefferies Group first purchased Erie Indemnity Company (ERIE) in Q3 2023, acquiring 1,397 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Erie Indemnity Company (ERIE) for 9 quarters since Q3 2023.
Jefferies Group's largest addition to Erie Indemnity Company (ERIE) was in Q1 2025, adding 8,127 shares worth $3.41 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,455 shares of Erie Indemnity Company (ERIE), valued at approximately $868,276.
As of the Q1 2026 filing, Erie Indemnity Company (ERIE) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Erie Indemnity Company (ERIE) was 8,127 shares, as reported at the end of Q1 2025.