Latest Auto-Owners Insurance Co Stock Portfolio
Auto-Owners Insurance Co Performance:
2025 Q3: 6.69%YTD: 9.95%2024: 10.87%
Performance for 2025 Q3 is 6.69%, and YTD is 9.95%, and 2024 is 10.87%.
About Auto-Owners Insurance Co and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Auto-Owners Insurance Co reported an equity portfolio of $3.9 Billions as of 30 Sep, 2025.
The top stock holdings of Auto-Owners Insurance Co are CWI, IJR, BIL. The fund has invested 16.8% of it's portfolio in SPDR INDEX SHS FDS and 11.4% of portfolio in ISHARES TR.
The fund managers got completely rid off HUNTINGTON INGALLS INDS INC (HII), GSK PLC and WALGREENS BOOTS ALLIANCE INC (WBA) stocks. They significantly reduced their stock positions in MSC INDL DIRECT INC (MSM), COCA COLA CO (KO) and INTEL CORP (INTC). Auto-Owners Insurance Co opened new stock positions in BARRICK MNG CORP and PROTO LABS INC (PRLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR).
The top stock holdings of Auto-Owners Insurance Co are CWI, IJR, BIL. The fund has invested 16.8% of it's portfolio in SPDR INDEX SHS FDS and 11.4% of portfolio in ISHARES TR.
The fund managers got completely rid off HUNTINGTON INGALLS INDS INC (HII), GSK PLC and WALGREENS BOOTS ALLIANCE INC (WBA) stocks. They significantly reduced their stock positions in MSC INDL DIRECT INC (MSM), COCA COLA CO (KO) and INTEL CORP (INTC). Auto-Owners Insurance Co opened new stock positions in BARRICK MNG CORP and PROTO LABS INC (PRLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR).
Auto-Owners Insurance Co Annual Return Estimates Vs S&P 500
Our best estimate is that Auto-Owners Insurance Co made a return of 6.69% in the last quarter. In trailing 12 months, it's portfolio return was 5.99%.
New Buys
| Ticker | $ Bought |
|---|---|
| barrick mng corp | 334,254 |
| proto labs inc | 225,135 |
New stocks bought by Auto-Owners Insurance Co
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 1.48 |
Additions to existing portfolio by Auto-Owners Insurance Co
Reductions
| Ticker | % Reduced |
|---|---|
| msc indl direct inc | -92.34 |
| coca cola co | -92.06 |
| intel corp | -89.03 |
| rtx corporation | -87.22 |
| at&t inc | -84.74 |
| 3m co | -83.42 |
| kellanova | -75.5 |
| ge vernova inc | -75.03 |
Auto-Owners Insurance Co reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| gsk plc | -35,443,200 |
| huntington ingalls inds inc | -45,153,000 |
| walgreens boots alliance inc | -551,040 |
Auto-Owners Insurance Co got rid off the above stocks
Sector Distribution
Auto-Owners Insurance Co has about 75.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 75.1 |
| Communication Services | 5.6 |
| Consumer Cyclical | 4.1 |
| Healthcare | 3.2 |
| Technology | 3.1 |
| Basic Materials | 2.2 |
| Consumer Defensive | 1.9 |
| Industrials | 1.7 |
| Financial Services | 1.7 |
Market Cap. Distribution
Auto-Owners Insurance Co has about 22.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 75.1 |
| MEGA-CAP | 12.2 |
| LARGE-CAP | 10.1 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 21.4% of the stocks held by Auto-Owners Insurance Co either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 78.1 |
| S&P 500 | 21.4 |
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 106 stocks in it's portfolio. About 63.6% of the portfolio is in top 10 stocks. BAX proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Auto-Owners Insurance Co last quarter.
Last Reported on: 19 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.10 | 14,818 | 3,773,110 | reduced | -40.73 | ||
| AAXJ | ishares tr | 6.94 | 3,963,000 | 268,810,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.10 | 52,300 | 4,013,500 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.03 | 8,358 | 1,119,470 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.90 | 514,500 | 35,027,200 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.38 | 500,000 | 14,845,000 | reduced | -71.43 | ||
| ADI | analog devices inc | 0.01 | 1,275 | 313,268 | reduced | -26.56 | ||
| AGT | ishares tr | 4.99 | 2,412,000 | 193,394,000 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.07 | 13,000 | 2,661,620 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.07 | 23,800 | 2,914,310 | unchanged | 0.00 | ||
| AMSF | amerisafe inc | 0.48 | 426,900 | 18,715,300 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 2.03 | 358,300 | 78,671,900 | unchanged | 0.00 | ||
| AVB | avalonbay cmntys inc | 0.32 | 65,000 | 12,556,000 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.02 | 2,390 | 788,485 | unchanged | 0.00 | ||
| BAX | baxter intl inc | 0.62 | 1,050,000 | 23,908,500 | unchanged | 0.00 | ||
| BDX | becton dickinson & co | 0.88 | 182,355 | 34,131,400 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 9.19 | 1,307,500 | 355,941,000 | reduced | -14.01 | ||
| BIL | spdr ser tr | 2.31 | 2,050,000 | 89,339,000 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 1.54 | 1,040,000 | 59,488,000 | unchanged | 0.00 | ||
| CARR | carrier global corporation | 0.02 | 12,787 | 763,384 | unchanged | 0.00 | ||