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| 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 |