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Latest Auto-Owners Insurance Co Stock Portfolio

$4.43Billion | No. of Holdings #95

Auto-Owners Insurance Co Performance

2026 Q2+11.83%
YTD+533289.80%
2025-99.98%

About Auto-Owners Insurance Co and 13F Hedge Fund Stock Holdings

On 2026-07-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Auto-Owners Insurance Co reported an equity portfolio of $4.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Auto-Owners Insurance Co are CWI, BIL, IJR. The fund has invested 17.3% of it's portfolio in SPDR INDEX SHS FDS and 11.4% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off DUPONT DE NEMOURS INC (DD), CARNIVAL CORP (CCL) and ENBRIDGE INC (ENB) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), GE AEROSPACE (GE) and GE VERNOVA INC. Auto-Owners Insurance Co opened new stock positions in BLUE OWL TECHNOLOGY FIN CORP. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS).
Auto-Owners Insurance Co Equity Portfolio Value
Last Reported on: 15 Jul, 2026
$4.43Billion
  as of Jul 15, 2026

Auto-Owners Insurance Co Annual Return Estimates Vs S&P 500

Our best estimate is that Auto-Owners Insurance Co made a return of 11.83% in the last quarter. In trailing 12 months, it's portfolio return was 13.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blue owl technology fin corp31,916,900
New stocks bought by Auto-Owners Insurance Co

Additions

Ticker% Inc.
ishares tr400
Additions to existing portfolio by Auto-Owners Insurance Co

Reductions

Ticker% Reduced
applied matls inc-53.57
ge aerospace-43.03
ge vernova inc-43.03
vanguard index fds-42.62
honda motor co ltd-42.25
ishares inc-39.02
ishares tr-36.19
coca cola co-36.11
Auto-Owners Insurance Co reduced stake in above stock

Sold off

Ticker$ Sold
carnival corp-16,822,000
enbridge inc-9,697,020
dupont de nemours inc-19,997,500
intel corp-3,923,510
waters corp-8,453,650
barrick mng corp-416,058
general mtrs co-730,100
c h robinson worldwide inc-1,561,060
Auto-Owners Insurance Co got rid off the above stocks

Sector Distribution

Auto-Owners Insurance Co has about 78% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Technology
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Basic Materials
Sector%
Others78
Communication Services5.5
Consumer Cyclical3.5
Healthcare3.1
Technology2.9
Industrials1.7
Financial Services1.5
Consumer Defensive1.5
Basic Materials1.2

Market Cap. Distribution

Auto-Owners Insurance Co has about 19.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED78
MEGA-CAP14.3
LARGE-CAP5.5
MID-CAP1.7

Stocks belong to which Index?

About 19% of the stocks held by Auto-Owners Insurance Co either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others80.6
S&P 50019
Top 5 Winners (%)%
AMAT
applied matls inc
81.7 %
GHM
graham corp
56.9 %
BIL
spdr series trust
50.0 %
CSCO
cisco sys inc
48.1 %
CVS
cvs health corp
44.0 %
Top 5 Winners ($)$
BIL
spdr series trust
185.7 M
CWI
spdr index shs fds
82.6 M
IJR
ishares tr
72.4 M
GOOG
alphabet inc
34.4 M
CSCO
cisco sys inc
25.2 M
Top 5 Losers (%)%
AMPS
ishares tr
-70.3 %
CTSH
cognizant technology solutio
-36.9 %
DOW
dow hldgs inc
-34.3 %
FMC
fmc corp
-33.2 %
CME
cme group inc
-25.2 %
Top 5 Losers ($)$
DOW
dow hldgs inc
-23.0 M
AMPS
ishares tr
-7.7 M
PEP
pepsico inc
-6.7 M
ge healthcare technologies i
-2.8 M
FMC
fmc corp
-2.6 M

Auto-Owners Insurance Co Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Auto-Owners Insurance Co

Auto-Owners Insurance Co has 95 stocks in it's portfolio. About 66% of the portfolio is in top 10 stocks. DOW proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Auto-Owners Insurance Co last quarter.

$4.43BTotal Value
107Positions
15 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Auto-Owners Insurance Co, last reported on 15 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Auto-Owners Insurance Co's holding in Ishares Tr over time
6.85%3,963,000
$303.37M
6.85%
decreased 13.62 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Auto-Owners Insurance Co's holding in Ishares Tr over time
0.1%52,300
$4.30M
0.1%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Auto-Owners Insurance Co's holding in Ishares Tr over time
0.88%514,500
$38.99M
0.88%
decreased 25.38 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Auto-Owners Insurance Co's holding in Ishares Inc over time
0.36%500,000
$16.11M
0.36%
decreased 39.02 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Auto-Owners Insurance Co's holding in Agnico Eagle Mines Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr

Ishares Tr

AGT
Auto-Owners Insurance Co's holding in Ishares Tr over time
4.85%2,412,000
$214.66M
4.85%
decreased 7.16 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Auto-Owners Insurance Co's holding in Spdr Series Trust over time
11.36%1,287,500
$502.96M
11.36%
decreased 11.61 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Auto-Owners Insurance Co's holding in Spdr Series Trust over time
2.21%2,050,000
$97.83M
2.21%
decreased 25.18 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Auto-Owners Insurance Co's holding in Spdr Series Trust over time
1.59%1,040,000
$70.24M
1.59%
decreased 21.8 percentreduced