Erie Indemnity Company (ERIE) — Strategic Asset Allocation Index
Erie Indemnity Company (ERIE) has a Strategic Asset Allocation Index of 62.6% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $1.47 Billion) total $1.47 Billion, measured against net assets of $2.35 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check ERIE asset liquidity ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Erie Indemnity Company Strategic Asset Allocation Index (2000–2025)
This chart shows how Erie Indemnity Company's Strategic Asset Allocation Index has evolved across 21 annual periods from 2000 to 2025. As of March 2026, the index stands at 62.6%, representing strategic assets of $1.47 Billion against net assets of $2.35 Billion USD. See ERIE financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Erie Indemnity Company (2000–2025)
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 the full company profile including market capitalisation, see Erie Indemnity Company stock valuation.
| 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 | — |