Erie Indemnity (ERIE) Invested Capital (2009 - 2026)
Erie Indemnity recorded quarterly Invested Capital of $2.4 billion in Q1 2026, up 3.07% quarter-over-quarter from $2.3 billion in Q4 2025, and up 13.84% year-over-year from $2.1 billion in Q1 2025.
Erie Indemnity's Invested Capital history runs 18 years deep, the most recent figure standing at $2.4 billion for Q1 2026.
- In Q1 2026, Invested Capital rose 13.84% year-over-year to $2.4 billion; the TTM figure through Mar 2026 stood at $2.4 billion (up 13.84% YoY), while the FY2025 annual figure was $2.3 billion, up 14.9% from the prior year.
- Invested Capital came in at $2.4 billion for Q1 2026 at Erie Indemnity, up from $2.3 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $2.4 billion in Q1 2026 to a low of $1.3 billion in Q2 2022.
- A 5-year average of $1.8 billion and a median of $1.7 billion in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital decreased 1.8% in 2022 and grew 20.85% in 2024, its largest moves.
- Erie Indemnity's Invested Capital stood at $1.4 billion in 2022, then rose by 14.8% to $1.7 billion in 2023, then increased by 19.51% to $2.0 billion in 2024, then grew by 14.9% to $2.3 billion in 2025, then grew by 3.07% to $2.4 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $2.4 billion, $2.3 billion, and $2.3 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Aon | 69.60 Bn | 68.21 Bn | - | 11.08 Bn |
| 2 | Arthur J. Gallagher | 52.64 Bn | 51.26 Bn | - | 24.42 Bn |
| 3 | Willis Towers Watson | 24.45 Bn | 22.68 Bn | 1.98 Bn | 8.06 Bn |
| 4 | Brown & Brown | 19.37 Bn | 18.39 Bn | 1.61 Bn | 13.85 Bn |
| 5 | XChange TEC.INC | 6.95 Bn | 6.95 Bn | - | -118.43 Mn |
| 6 | Accelerant Holdings | 3.83 Bn | 2.32 Bn | 48.00 Mn | 813.30 Mn |
| 7 | Corvel | 3.22 Bn | 2.87 Bn | 54.92 Mn | 375.72 Mn |
| 8 | Baldwin Insurance | 1.84 Bn | 2.28 Bn | - | 1.08 Bn |
| 9 | Goosehead Insurance | 1.01 Bn | 899.53 Mn | - | -118.28 Mn |
| 10 | Erie Indemnity | 569,992.65 | -268.92 Mn | - | 2.35 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.35 Bn |
| Dec 31, 2025 | 2.28 Bn |
| Sep 30, 2025 | 2.31 Bn |
| Jun 30, 2025 | 2.18 Bn |
| Mar 31, 2025 | 2.07 Bn |
| Dec 31, 2024 | 1.99 Bn |
| Sep 30, 2024 | 1.95 Bn |
| Jun 30, 2024 | 1.83 Bn |
| Mar 31, 2024 | 1.73 Bn |
| Dec 31, 2023 | 1.66 Bn |
| Sep 30, 2023 | 1.61 Bn |
| Jun 30, 2023 | 1.54 Bn |
| Mar 31, 2023 | 1.49 Bn |
| Dec 31, 2022 | 1.45 Bn |
| Sep 30, 2022 | 1.36 Bn |
| Jun 30, 2022 | 1.34 Bn |
| Mar 31, 2022 | 1.43 Bn |
| Dec 31, 2021 | 1.44 Bn |
| Sep 30, 2021 | 1.38 Bn |
| Jun 30, 2021 | 1.34 Bn |
| Mar 31, 2021 | 1.31 Bn |
| Dec 31, 2020 | 1.30 Bn |
| Sep 30, 2020 | 1.36 Bn |
| Jun 30, 2020 | 1.19 Bn |
| Mar 31, 2020 | 1.24 Bn |
| Dec 31, 2019 | 1.23 Bn |
| Sep 30, 2019 | 1.12 Bn |
| Jun 30, 2019 | 1.16 Bn |
| Mar 31, 2019 | 1.11 Bn |
| Dec 31, 2018 | 1.07 Bn |
| Sep 30, 2018 | 922.42 Mn |
| Jun 30, 2018 | 881.11 Mn |
| Mar 31, 2018 | 840.16 Mn |
| Dec 31, 2017 | 929.77 Mn |
| Sep 30, 2017 | 875.15 Mn |
| Jun 30, 2017 | 853.21 Mn |
| Mar 31, 2017 | 829.86 Mn |
| Dec 31, 2016 | 816.91 Mn |
| Sep 30, 2016 | 838.93 Mn |
| Jun 30, 2016 | 815.19 Mn |
| Mar 31, 2016 | 784.87 Mn |
| Dec 31, 2015 | 769.50 Mn |
| Sep 30, 2015 | 750.00 Mn |
| Jun 30, 2015 | 8.16 Bn |
| Mar 31, 2015 | 710.00 Mn |
| Dec 31, 2014 | 703.13 Mn |
| Sep 30, 2014 | 771.00 Mn |
| Jun 30, 2014 | 7.82 Bn |
| Mar 31, 2014 | 7.69 Bn |
| Dec 31, 2013 | 733.98 Mn |
| Sep 30, 2013 | 7.20 Bn |
| Jun 30, 2013 | 6.97 Bn |
| Mar 31, 2013 | 7.02 Bn |
| Dec 31, 2012 | 641.87 Mn |
| Sep 30, 2012 | 6.84 Bn |
| Jun 30, 2012 | 6.60 Bn |
| Mar 31, 2012 | 776.00 Mn |
| Dec 31, 2011 | -105.00 Mn |
| Sep 30, 2011 | 6.10 Bn |
| Jun 30, 2011 | 6.38 Bn |
| Mar 31, 2011 | 6.55 Bn |
| Dec 31, 2010 | -53.00 Mn |
| Sep 30, 2010 | 6.23 Bn |
| Jun 30, 2010 | 5.87 Bn |
| Dec 31, 2009 | -43.00 Mn |