Joel Greenblatt's ERIE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 28,616 shares of Erie Indemnity Company (ERIE) worth $7.19 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ERIE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 10,677 shares. Largest reduction occurred in Q1 2014, reducing 5,857 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Erie Indemnity Company (ERIE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Erie Indemnity Company (ERIE) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,626 | Add 6.02% | 28,616 | $251.31 |
| Q4 2025 | +4,440 | Add 19.69% | 26,990 | $286.65 |
| Q3 2025 | +4,168 | Add 22.67% | 22,550 | $318.16 |
| Q2 2025 | +1,257 | Add 7.34% | 18,382 | $346.79 |
| Q1 2025 | -12 | Reduce 0.07% | 17,125 | $419.05 |
| Q4 2024 | -366 | Reduce 2.09% | 17,137 | $412.23 |
| Q3 2024 | -1,847 | Reduce 9.55% | 17,503 | $539.82 |
| Q2 2024 | +240 | Add 1.26% | 19,350 | $362.40 |
| Q1 2024 | -1,164 | Reduce 5.74% | 19,110 | $401.57 |
| Q4 2023 | -2,971 | Reduce 12.78% | 20,274 | $334.92 |
| Q3 2023 | -3,741 | Reduce 13.86% | 23,245 | $293.79 |
| Q2 2023 | +10,677 | Add 65.47% | 26,986 | $210.01 |
| Q1 2023 | +9,351 | Add 134.39% | 16,309 | $231.66 |
| Q4 2022 | +205 | Add 3.04% | 6,958 | $248.72 |
| Q3 2022 | +3,231 | Add 91.74% | 6,753 | $222.27 |
| Q2 2022 | -285 | Reduce 7.49% | 3,522 | $192.22 |
| Q1 2022 | +671 | Add 21.40% | 3,807 | $176.25 |
| Q4 2021 | +1,720 | Add 121.47% | 3,136 | $192.60 |
| Q3 2021 | +1,416 | New Buy | 1,416 | $178.67 |
| Q2 2020 | -1,855 | Sold Out | 0 | $0.00 |
| Q1 2020 | -1,364 | Reduce 42.37% | 1,855 | $148.25 |
| Q4 2019 | +3,219 | New Buy | 3,219 | $165.89 |
| Q1 2014 | -5,857 | Sold Out | 0 | $0.00 |
| Q4 2013 | +561 | Add 10.59% | 5,857 | $73.07 |
| Q3 2013 | +884 | Add 20.04% | 5,296 | $72.51 |
| Q2 2013 | +4,412 | Add 0.00% | 4,412 | $79.78 |
Joel Greenblatt's Erie Indemnity Company Investment FAQs
Joel Greenblatt first purchased Erie Indemnity Company (ERIE) in Q2 2013, acquiring 4,412 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Erie Indemnity Company (ERIE) for 26 quarters since Q2 2013.
Joel Greenblatt's largest addition to Erie Indemnity Company (ERIE) was in Q2 2023, adding 26,986 shares worth $5.67 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 28,616 shares of Erie Indemnity Company (ERIE), valued at approximately $7.19 M.
As of the Q1 2026 filing, Erie Indemnity Company (ERIE) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Erie Indemnity Company (ERIE) was 28,616 shares, as reported at the end of Q1 2026.