Growth Metrics

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

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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
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