Erie Indemnity Company Strategic Asset Allocation Index
Erie Indemnity Company strategic asset allocation index. Erie Indemnity Company (ERIE) has a Strategic Asset Allocation Index of 65.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $1.61 Billion) total $1.61 Billion, measured against net assets of $2.47 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Erie Indemnity Company balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Erie Indemnity Company (2000–2025)
Strategic asset allocation index of Erie Indemnity Company from 2000 to 2025. This chart shows how Erie Indemnity Company's Strategic Asset Allocation Index has evolved across 21 annual periods from 2000 to 2025. As of June 2026, the index stands at 65.2%, representing strategic assets of $1.61 Billion against net assets of $2.47 Billion USD. Check Erie Indemnity Company tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Erie Indemnity Company Strategic Asset Allocation Index by Year (2000–2025)
Erie Indemnity Company strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Erie Indemnity Company from 2000 to 2025, covering 21 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Erie Indemnity Company market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 63.7% | $1.46 Billion | $- | $1.46 Billion | $2.28 Billion | ▲ +7.3 pp |
| 2024 | 56.5% | $1.12 Billion | $- | $1.12 Billion | $1.99 Billion | ▼ -6.4 pp |
| 2023 | 62.9% | $1.05 Billion | $- | $1.05 Billion | $1.66 Billion | ▼ -30.0 pp |
| 2022 | 92.8% | $1.34 Billion | $413.87 Million | $930.93 Million | $1.45 Billion | ▼ -7.1 pp |
| 2021 | 99.9% | $1.34 Billion | $374.80 Million | $966.37 Million | $1.34 Billion | ▼ -4.3 pp |
| 2020 | 104.2% | $1.24 Billion | $265.34 Million | $972.99 Million | $1.19 Billion | ▲ +18.8 pp |
| 2019 | 85.5% | $968.45 Million | $243.78 Million | $724.67 Million | $1.13 Billion | ▲ +32.9 pp |
| 2018 | 52.6% | $511.84 Million | $130.83 Million | $381.00 Million | $973.67 Million | ▼ -42.6 pp |
| 2017 | 95.2% | $815.79 Million | $83.15 Million | $732.64 Million | $857.34 Million | ▼ -3.9 pp |
| 2016 | 99.1% | $809.45 Million | $69.14 Million | $740.31 Million | $816.91 Million | ▲ +6.8 pp |
| 2015 | 92.3% | $710.50 Million | $59.09 Million | $651.41 Million | $769.50 Million | ▼ -91.4 pp |
| 2014 | 183.8% | $14.67 Billion | $0.00 | $14.67 Billion | $7.98 Billion | ▲ +183.8 pp |
| 2013 | 0.0% | $0.00 | $0.00 | $- | $7.55 Billion | ▼ -188.7 pp |
| 2012 | 188.7% | $12.81 Billion | $0.00 | $12.81 Billion | $6.79 Billion | ▼ -3.2 pp |
| 2011 | 191.9% | $12.07 Billion | $0.00 | $12.07 Billion | $6.29 Billion | ▲ +5.3 pp |
| 2010 | 186.5% | $11.81 Billion | $0.00 | $11.81 Billion | $6.33 Billion | ▲ +185.5 pp |
| 2004 | 1.1% | $13.58 Million | $13.58 Million | $- | $1.27 Billion | ▼ -0.1 pp |
| 2003 | 1.2% | $13.87 Million | $13.87 Million | $- | $1.16 Billion | ▼ -0.3 pp |
| 2002 | 1.5% | $14.38 Million | $14.38 Million | $- | $987.37 Million | ▼ -0.1 pp |
| 2001 | 1.6% | $14.63 Million | $14.63 Million | $- | $914.06 Million | ▼ -0.2 pp |
| 2000 | 1.8% | $13.86 Million | $13.86 Million | $- | $779.01 Million | — |