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Latest Auto-Owners Insurance Co Stock Portfolio

$3.20Billion | No. of Holdings #78

Auto-Owners Insurance Co Performance

2026 Q3-0.31%
YTD+531636.29%
2025-99.98%

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

On 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Auto-Owners Insurance Co reported an equity portfolio of $3.2 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Auto-Owners Insurance Co are CWI, IJR, AAXJ. The fund has invested 18% of it's portfolio in SPDR INDEX SHS FDS and 11.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off US BANCORP (USB), TRUIST FINL CORP (TFC) and AVALONBAY CMNTYS INC (AVB) stocks. They significantly reduced their stock positions in QNITY ELECTRONICS INC, CISCO SYS INC (CSCO) and SPDR SERIES TRUST (BIL). Auto-Owners Insurance Co opened new stock positions in CARNIVAL CORP LTD and EQUITY RESIDENTIAL (EQR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD INDEX FDS (VB) and MERCK & CO INC (MRK).
Auto-Owners Insurance Co Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$3.20Billion
  as of Oct 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 -0.31% in the last quarter. In trailing 12 months, it's portfolio return was 6.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
carnival corp ltd15,951,000
equity residential11,030,700
New stocks bought by Auto-Owners Insurance Co

Additions

Ticker% Inc.
ishares tr10.33
vanguard index fds6.47
merck & co inc1.66
spdr series trust0.47
Additions to existing portfolio by Auto-Owners Insurance Co

Reductions

Ticker% Reduced
qnity electronics inc-99.07
cisco sys inc-95.44
spdr series trust-66.47
ishares inc-64.00
vanguard intl equity index f-61.45
apple inc-58.64
expeditors intl wash inc-56.46
alphabet inc-52.44
Auto-Owners Insurance Co reduced stake in above stock

Sold off

Ticker$ Sold
us bancorp-37,750,000
truist finl corp-14,348,200
avalonbay cmntys inc-12,264,800
toronto dominion bk ont-5,111,720
workday inc-4,909,040
vodafone group plc-525,270
warner bros discovery inc-627,230
oracle corp-2,124,980
Auto-Owners Insurance Co got rid off the above stocks

Sector Distribution

Auto-Owners Insurance Co has about 78.8% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Technology
  • Basic Materials
  • Industrials
  • Energy
Sector%
Others78.8
Communication Services5
Healthcare4
Consumer Cyclical3.3
Consumer Defensive2
Technology1.9
Basic Materials1.6
Industrials1.5
Energy1.1

Market Cap. Distribution

Auto-Owners Insurance Co has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED78.8
MEGA-CAP12.4
LARGE-CAP7.1
MID-CAP1.3

Stocks belong to which Index?

About 18.4% of the stocks held by Auto-Owners Insurance Co either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others81.2
S&P 50018.4
Top 5 Winners (%)%
MSFT
microsoft corp
36.9 %
TMO
thermo fisher scientific inc
34.6 %
META
meta platforms inc
26.7 %
BDX
becton dickinson & co
18.3 %
HMC
honda motor co ltd
16.6 %
Top 5 Winners ($)$
META
meta platforms inc
20.5 M
MSFT
microsoft corp
14.7 M
AAXJ
ishares tr
9.0 M
IJR
ishares tr
5.2 M
BDX
becton dickinson & co
5.0 M
Top 5 Losers (%)%
AMSF
amerisafe inc
-30.1 %
AMAT
applied matls inc
-26.7 %
CARR
carrier global corporation
-25.2 %
FMC
fmc corp
-22.4 %
PII
polaris inc
-20.1 %
Top 5 Losers ($)$
PII
polaris inc
-14.3 M
BIL
spdr series trust
-7.3 M
ge vernova inc
-6.8 M
GE
ge aerospace
-6.5 M
BIL
spdr series trust
-4.8 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 78 stocks in it's portfolio. About 63.6% of the portfolio is in top 10 stocks. PII proved to be the most loss making stock for the portfolio. META was the most profitable stock for Auto-Owners Insurance Co last quarter.

$3.20BTotal Value
97.00Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Auto-Owners Insurance Co, last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Auto-Owners Insurance Co's holding in Ishares Tr over time
7.36%2,973,500
$235.32M
7.36%
decreased 24.97 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Auto-Owners Insurance Co's holding in Ishares Tr over time
0.15%57,700
$4.87M
0.15%
increased 10.33 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Auto-Owners Insurance Co's holding in Ishares Tr over time
1.21%514,500
$38.79M
1.21%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Auto-Owners Insurance Co's holding in Ishares Inc over time
0.19%180,000
$6.12M
0.19%
decreased 64 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Auto-Owners Insurance Co's holding in Ishares Tr over time
4.26%1,522,000
$136.16M
4.26%
decreased 36.9 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Auto-Owners Insurance Co's holding in Spdr Series Trust over time
5.16%431,750
$165.01M
5.16%
decreased 66.47 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Auto-Owners Insurance Co's holding in Spdr Series Trust over time
2.92%2,059,700
$93.46M
2.92%
increased 0.47 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Auto-Owners Insurance Co's holding in Spdr Series Trust over time
2.05%1,040,000
$65.58M
2.05%
unchanged 0 percentunchanged