Erie IndemnityKPI data tables
Erie Indemnity operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.
| Period | Reported combined ratio |
|---|---|
| 2025 | 104.9 |
| 2024 | 110.4 |
| 2023 | 119.1 |
| 2022 | 116.1 |
Source: Erie Indemnity annual report to shareholders (Form 10-K wrap), Exchange highlights, 'Reported combined ratio'. 2025 and 2024 from the 2025 annual report (https://www.sec.gov/Archives/edgar/data/922621/000119312526116779/d439233dars.pdf). 2024 and 2023 from the 2024 annual report (https://www.sec.gov/Archives/edgar/data/922621/000119312525059832/d907247dars.pdf). 2023 and 2022 from the 2023 annual report (https://www.sec.gov/Archives/edgar/data/922621/000119312524074602/d784152dars.pdf). 2025 also matches the DEF 14C AIP year-end result of 104.9% (https://www.sec.gov/Archives/edgar/data/922621/000119312526116761/d49742ddef14c.htm).
| Period | Statutory policyholders surplus ($B) |
|---|---|
| Q3 2026 | 10.7 |
| Q2 2026 | 10.7 |
| Q1 2026 | 10.1 |
| 2025 | 10.1 |
| Q3 2025 | 9.6 |
| Q2 2025 | 9.2 |
| Q1 2025 | 9.2 |
| 2024 | 9.3 |
| Q3 2024 | 9.2 |
| Q2 2024 | 9.3 |
| Q1 2024 | 9.5 |
| 2023 | 9.3 |
| Q3 2023 | 9.1 |
| Q2 2023 | 9.7 |
| Q1 2023 | 9.9 |
| 2022 | 10.1 |
| Q3 2022 | 10.2 |
| Q2 2022 | 10.6 |
| Q1 2022 | 11.5 |
| 2021 | 11.7 |
| Q3 2021 | 11.7 |
| Q2 2021 | 11.7 |
| Q1 2021 | 11.3 |
| 2020 | 10.7 |
Source: Erie Indemnity Form 10-K and Form 10-Q MD&A, 'Financial Condition of Erie Insurance Exchange', policyholders' surplus sentence. Later filing wins. 10-K 2018-02-22 https://www.sec.gov/Archives/edgar/data/922621/000092262118000016/erie10-k12312017.htm. 10-Q 2018-04-26 https://www.sec.gov/Archives/edgar/data/922621/000092262118000025/erie10-q03312018.htm. 10-Q 2018-07-26 https://www.sec.gov/Archives/edgar/data/922621/000092262118000033/erie10-q06302018.htm. 10-Q 2018-10-25 https://www.sec.gov/Archives/edgar/data/922621/000092262118000046/erie10-q09302018.htm. 10-K 2019-02-21 https://www.sec.gov/Archives/edgar/data/922621/000092262119000008/erie10-k12312018.htm. 10-Q 2019-05-02 https://www.sec.gov/Archives/edgar/data/922621/000092262119000014/erie10-q03312019.htm. 10-Q 2019-07-25 https://www.sec.gov/Archives/edgar/data/922621/000092262119000023/erie10-q06302019.htm. 10-Q 2019-10-24 https://www.sec.gov/Archives/edgar/data/922621/000092262119000038/erie10-q09302019.htm. 10-K 2020-02-27 https://www.sec.gov/Archives/edgar/data/922621/000092262120000009/erie10-k12312019.htm. 10-Q 2020-05-07 https://www.sec.gov/Archives/edgar/data/922621/000092262120000021/erie10-q03312020.htm. 10-Q 2020-07-30 https://www.sec.gov/Archives/edgar/data/922621/000092262120000030/erie-20200630.htm. 10-Q 2020-10-29 https://www.sec.gov/Archives/edgar/data/922621/000092262120000044/erie-20200930.htm. 10-K 2021-02-25 https://www.sec.gov/Archives/edgar/data/922621/000092262121000010/erie-20201231.htm. 10-Q 2021-04-29 https://www.sec.gov/Archives/edgar/data/922621/000092262121000022/erie-20210331.htm. 10-Q 2021-07-29 https://www.sec.gov/Archives/edgar/data/922621/000092262121000036/erie-20210630.htm. 10-Q 2021-10-28 https://www.sec.gov/Archives/edgar/data/922621/000092262121000048/erie-20210930.htm. 10-K 2022-02-24 https://www.sec.gov/Archives/edgar/data/922621/000092262122000013/erie-20211231.htm. 10-Q 2022-04-28 https://www.sec.gov/Archives/edgar/data/922621/000092262122000027/erie-20220331.htm. 10-Q 2022-07-28 https://www.sec.gov/Archives/edgar/data/922621/000092262122000032/erie-20220630.htm. 10-Q 2022-10-27 https://www.sec.gov/Archives/edgar/data/922621/000092262122000038/erie-20220930.htm. 10-K 2023-03-01 https://www.sec.gov/Archives/edgar/data/922621/000092262123000007/erie-20221231.htm. 10-Q 2023-04-27 https://www.sec.gov/Archives/edgar/data/922621/000092262123000011/erie-20230331.htm. 10-Q 2023-07-27 https://www.sec.gov/Archives/edgar/data/922621/000092262123000017/erie-20230630.htm. 10-Q 2023-10-26 https://www.sec.gov/Archives/edgar/data/922621/000092262123000022/erie-20230930.htm. 10-K 2024-02-26 https://www.sec.gov/Archives/edgar/data/922621/000092262124000006/erie-20231231.htm. 10-Q 2024-04-25 https://www.sec.gov/Archives/edgar/data/922621/000092262124000010/erie-20240331.htm. 10-Q 2024-07-25 https://www.sec.gov/Archives/edgar/data/922621/000092262124000019/erie-20240630.htm. 10-Q 2024-10-31 https://www.sec.gov/Archives/edgar/data/922621/000092262124000023/erie-20240930.htm. 10-K 2025-02-27 https://www.sec.gov/Archives/edgar/data/922621/000092262125000004/erie-20241231.htm. 10-Q 2025-04-24 https://www.sec.gov/Archives/edgar/data/922621/000092262125000016/erie-20250331.htm. 10-Q 2025-08-07 https://www.sec.gov/Archives/edgar/data/922621/000162828025038926/erie-20250630.htm. 10-Q 2025-10-30 https://www.sec.gov/Archives/edgar/data/922621/000162828025047555/erie-20250930.htm. 10-K 2026-02-23 https://www.sec.gov/Archives/edgar/data/922621/000162828026010666/erie-20251231.htm. 10-Q 2026-04-23 https://www.sec.gov/Archives/edgar/data/922621/000162828026026866/erie-20260331.htm. 10-Q 2026-07-30 https://www.sec.gov/Archives/edgar/data/922621/000162828026051079/erie-20260630.htm. 10-Q 2026-10-29 https://www.sec.gov/Archives/edgar/data/922621/000162828026068274/erie-20260930.htm.
| Period | Direct and affiliated assumed written premiums ($B) |
|---|---|
| 2025 | 12.957 |
| 2024 | 11.904 |
| 2023 | 10.056 |
| 2022 | 8.596 |
| 2021 | 7.868 |
Source: Erie Indemnity Form 10-K MD&A management-fee allocation table, line 'Direct and affiliated assumed premiums written by the Exchange'. 2023-2025 from the 10-K for the year ended 31 Dec 2025 (https://www.sec.gov/Archives/edgar/data/922621/000162828026010666/erie-20251231.htm). 2021-2023 from the 10-K for the year ended 31 Dec 2023 (https://www.sec.gov/Archives/edgar/data/922621/000092262124000006/erie-20231231.htm). Overlapping years agree.
| Period | Policy issuance and renewal services | Administrative services |
|---|---|---|
| 2026 | 24.41 | 0.59 |
| 2025 | 24.37 | 0.63 |
| 2024 | 24.4 | 0.6 |
| 2023 | 24.3 | 0.7 |
| 2022 | 24.3 | 0.7 |
| 2021 | 24.3 | 0.7 |
Source: Erie Indemnity Form 10-K and Form 10-Q MD&A management-fee allocation table, 'Management fee rate' rows under policy issuance and renewal services and administrative services. 2023-2025 from the 10-K for the year ended 31 Dec 2025 (https://www.sec.gov/Archives/edgar/data/922621/000162828026010666/erie-20251231.htm). 2021-2023 from the 10-K for the year ended 31 Dec 2023 (https://www.sec.gov/Archives/edgar/data/922621/000092262124000006/erie-20231231.htm). 2026 from the Form 10-Q for the quarter ended 30 Jun 2026 (https://www.sec.gov/Archives/edgar/data/922621/000162828026051079/erie-20260630.htm), which prints the 2026 allocation as 24.41% and 0.59%.
| Period | Policies in force, year-over-year % |
|---|---|
| 2025 | -1.1 |
| 2024 | 4.8 |
| 2023 | 6.9 |
| 2022 | 3.6 |
Source: Erie Indemnity Form 10-K MD&A, 'Direct and affiliated assumed premiums written by the Exchange', sentence on year-over-year policies in force for all lines of business. 2025 from the 10-K for the year ended 31 Dec 2025 (https://www.sec.gov/Archives/edgar/data/922621/000162828026010666/erie-20251231.htm). 2024 and 2023 from the 10-K for the year ended 31 Dec 2024 (https://www.sec.gov/Archives/edgar/data/922621/000092262125000004/erie-20241231.htm). 2023 and 2022 from the 10-K for the year ended 31 Dec 2023 (https://www.sec.gov/Archives/edgar/data/922621/000092262124000006/erie-20231231.htm). Overlapping years agree.