Erie Indemnity (ERIE) Invested Capital (2009 - 2026)

Erie Indemnity's (ERIE) quarterly Invested Capital came in at $2.4 billion in Q1 2026, up 13.84% year-on-year from $2.1 billion in Q1 2025, and up 3.07% quarter-over-quarter from $2.3 billion in Q4 2025.

Erie Indemnity (ERIE) Invested Capital (2009 - 2026) Analysis & Trends

Erie Indemnity has disclosed Invested Capital across 18 years of filings, most recently posting $2.4 billion for Q1 2026.

  • Invested Capital for Q1 2026 came in at $2.4 billion, up 13.84% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.4 billion (up 13.84% YoY), and the FY2025 annual result 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.
  • The 5-year median for Invested Capital is $1.7 billion (2024), against an average of $1.8 billion.
  • Across the five-year window, Invested Capital retreated 1.8% in 2022 and climbed 20.85% in 2024, its largest moves.
  • Erie Indemnity's Invested Capital stood at $1.4 billion in 2022, then increased by 14.8% to $1.7 billion in 2023, then grew by 19.51% to $2.0 billion in 2024, then climbed by 14.9% to $2.3 billion in 2025, then climbed by 3.07% to $2.4 billion in 2026.
  • The last three Invested Capital figures came in at $2.4 billion (Q1 2026), $2.3 billion (Q4 2025), and $2.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Marsh & Mclennan Companies 79.42 Bn 67.92 Bn 5.88 Bn 34.36 Bn
2 Aon 69.98 Bn 68.59 Bn - 11.08 Bn
3 Arthur J. Gallagher 55.55 Bn 54.17 Bn - 24.42 Bn
4 Willis Towers Watson 24.71 Bn 22.93 Bn 1.98 Bn 8.06 Bn
5 Brown & Brown 19.80 Bn 18.82 Bn 1.61 Bn 13.85 Bn
6 XChange TEC.INC 6.75 Bn 6.75 Bn - -118.43 Mn
7 Neptune Insurance Holdings 4.00 Bn 3.99 Bn - -213.36 Mn
8 Corvel 2.98 Bn 2.64 Bn 54.92 Mn 375.72 Mn
9 Accelerant Holdings 2.93 Bn 1.42 Bn 48.00 Mn 813.30 Mn
10 Erie Indemnity 562,468.35 -268.92 Mn - 2.35 Bn

Historic Data

Download Data
DateValue
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