Auto-Owners Insurance Co
Sector Allocation
- Other71.9%$2.3B
- Technology7.0%$222.2M
- Healthcare5.2%$165.8M
- Financials4.9%$158.0M
- Industrials3.8%$120.2M
- Consumer Discretionary2.4%$76.3M
- Consumer Staples1.9%$61.6M
- Materials1.5%$47.7M
- Energy1.1%$35.6M
- Real Estate0.3%$11.0M
AUM History
13fpro.ai/research/fund/auto-owners-insurance-co-1964189
Conviction and streaks
Diversifying · top 10 = 63.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$575.0M
- ISHARES$360.1M
- ISHARES$235.3M
- SPDR$165.0M
- SCHWAB$145.3M
- ISHARES$136.2M
BRK.A
$116.5M- VANGUARD$112.4M
- ISHARES$95.6M
- SPDR$93.5M
META
$84.7M- VANGUARD$75.4M
GOOG
$75.0M- VANGUARD$73.8M
AMZN
$66.9M- SPDR$65.6M
JNJ
$60.3MMSFT
$53.0MDOW
$44.4MPEP
$41.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/auto-owners-insurance-co-1964189
Auto-Owners Insurance Co 13F holdings — Q3 2026
$3.2B portfolio (-27.8% QoQ) · 78 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
SPDR INDEX SHS FDS - ST STR PO EX ETF
$575.0M
18.0% of stocks
-25%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P TTL STK
$360.1M
11.3% of stocks
-29%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - EAFE VALUE ETF
$235.3M
7.3% of stocks
-25%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR NYSE TECH
$165.0M
5.2% of stocks
-66%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$145.3M
4.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE MSCI INTL
$136.2M
4.3% of stocks
-37%This quarter—Since filed—HeldAIQuality—Est. buy— $116.5M
3.6% of stocks
No changeThis quarter—Since filed3+ qtrsHeld- 8
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$112.4M
3.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE S&P US VLU
$95.6M
3.0% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR SP500DIV
$93.5M
2.9% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $575.0M | 18.0% | -25% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P TTL STK | $360.1M | 11.3% | -29% | — | — | — | — | |
| 3 | ISHARES TR - EAFE VALUE ETF | $235.3M | 7.3% | -25% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR NYSE TECH | $165.0M | 5.2% | -66% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $145.3M | 4.5% | No change | — | — | — | — | |
| 6 | ISHARES TR - CORE MSCI INTL | $136.2M | 4.3% | -37% | — | — | — | — | |
| 7 | $116.5M | 3.6% | No change | — | 3+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $112.4M | 3.5% | No change | — | — | — | — | |
| 9 | ISHARES TR - CORE S&P US VLU | $95.6M | 3.0% | No change | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR SP500DIV | $93.5M | 2.9% | +0.5% | — | — | — | — |
All holdings — Auto-Owners Insurance Co (Q3 2026)
78 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Meta Platforms, Inc. | Technology | $84.7M | 2.6% | 117K | -14% | 3+ qtrsTrimmed 2 qtrs in a row | 78.0 | 13F | |
| 12 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $75.4M | 2.4% | 265K | +6% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $75.0M | 2.3% | 220K | -52% | 3+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 14 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $73.8M | 2.3% | 1.05M | — | — | — | 13F |
| 15 | AMAZON COM INC | Consumer Discretionary | $66.9M | 2.1% | 268K | -25% | 3+ qtrsTrimmed 2 qtrs in a row | 67.5 | 13F | |
| 16 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $65.6M | 2.0% | 1.04M | — | — | — | 13F |
| 17 | JOHNSON & JOHNSON | Healthcare | $60.3M | 1.9% | 228K | -25% | 3+ qtrsTrimmed 2 qtrs in a row | 69.2 | 13F | |
| 18 | MICROSOFT CORP | Technology | $53.0M | 1.7% | 103K | -3% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | DOW INC. | Materials | $44.4M | 1.4% | 1.61M | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | PEPSICO INC | Consumer Staples | $41.7M | 1.3% | 329K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $38.8M | 1.2% | 515K | — | — | — | 13F |
| 22 | Polaris Inc. | Industrials | $37.3M | 1.2% | 715K | -31% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $35.6M | 1.1% | 1.00M | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BECTON DICKINSON & CO | Healthcare | $32.6M | 1.0% | 182K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Blue Owl Technology Finance Corp. | Other | $30.3M | 0.9% | 3.08M | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $30.0M | 0.9% | 505K | -61% | |||
| 27 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $29.6M | 0.9% | 81K | — | |||
| 28 | $GEV | GE Vernova Inc. | Industrials | $28.9M | 0.9% | 30K | — | |||
| 29 | $GE | GENERAL ELECTRIC CO | Industrials | $28.0M | 0.9% | 90K | -26% | |||
| 30 | $BAX | BAXTER INTERNATIONAL INC | Healthcare | $25.2M | 0.8% | 1.05M | — | |||
| 31 | $STT | STATE STREET CORP | Financials | $23.9M | 0.8% | 584K | — | |||
| 32 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $23.1M | 0.7% | 353K | — | |||
| 33 | — | ISHARES INC - CORE MSCI EMKT | — | $16.2M | 0.5% | 200K | -44% | |||
| 34 | $CCL | Carnival Corp Ltd. | Industrials | $16.0M | 0.5% | 650K | New | |||
| 35 | $KHC | Kraft Heinz Co | Consumer Staples | $11.9M | 0.4% | 526K | — | |||
| 36 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $11.0M | 0.3% | 182K | New | |||
| 37 | $AMSF | AMERISAFE INC | Financials | $10.1M | 0.3% | 427K | — | |||
| 38 | $MMM | 3M CO | Healthcare | $7.9M | 0.3% | 48K | -18% | |||
| 39 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $7.9M | 0.3% | 21K | — | |||
| 40 | — | ISHARES INC - EM MKTS DIV ETF | — | $6.1M | 0.2% | 180K | -64% | |||
| 41 | $HMC | HONDA MOTOR CO LTD | Consumer Discretionary | $5.3M | 0.2% | 168K | — | |||
| 42 | $RTX | RTX Corp | Industrials | $5.2M | 0.2% | 28K | -31% | |||
| 43 | — | ISHARES TR - EAFE SML CP ETF | — | $4.9M | 0.1% | 58K | +10% | |||
| 44 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.8M | 0.1% | 9,619 | -0.4% | |||
| 45 | $FMC | FMC CORP | Healthcare | $4.0M | 0.1% | 450K | — | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $3.8M | 0.1% | 44K | — | |||
| 47 | $NVS | NOVARTIS AG | Healthcare | $3.8M | 0.1% | 26K | -22% | |||
| 48 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.6M | 0.1% | 25K | — | |||
| 49 | — | ISHARES TR - CORE HIGH DV ETF | — | $3.3M | 0.1% | 119K | — | |||
| 50 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $3.3M | 0.1% | 27K | — | |||
| 51 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.9M | 0.1% | 27K | -95% | |||
| 52 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.8M | 0.1% | 4,190 | — | |||
| 53 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.6M | 0.1% | 5,014 | -17% | |||
| 54 | $SYK | STRYKER CORP | Healthcare | $2.2M | 0.1% | 8,000 | -4% | |||
| 55 | $AAPL | Apple Inc. | Technology | $2.0M | 0.1% | 6,128 | -59% | |||
| 56 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $2.0M | 0.1% | 22K | — | |||
| 57 | $LIN | LINDE PLC | Materials | $1.5M | 0.1% | 3,100 | -0.4% | |||
| 58 | $BLK | BlackRock, Inc. | Financials | $1.3M | 0.0% | 1,200 | — | |||
| 59 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.1M | 0.0% | 12K | — | |||
| 60 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.1M | 0.0% | 5,000 | — | |||
| 61 | $SNA | Snap-on Inc | Industrials | $1.1M | 0.0% | 2,975 | — | |||
| 62 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.0% | 7,421 | +2% | |||
| 63 | $QCOM | QUALCOMM INC/DE | Technology | $1.0M | 0.0% | 5,600 | -29% | |||
| 64 | $ECL | ECOLAB INC. | Materials | $988K | 0.0% | 3,600 | — | |||
| 65 | $RIO | RIO TINTO PLC | Materials | $904K | 0.0% | 9,600 | — | |||
| 66 | $SYY | SYSCO CORP | Consumer Discretionary | $865K | 0.0% | 11K | — | |||
| 67 | $AVGO | Broadcom Inc. | Technology | $839K | 0.0% | 2,390 | — | |||
| 68 | $ABT | ABBOTT LABORATORIES | Healthcare | $826K | 0.0% | 8,358 | — | |||
| 69 | $DOV | DOVER Corp | Industrials | $729K | 0.0% | 3,900 | — | |||
| 70 | $CARR | CARRIER GLOBAL Corp | Industrials | $701K | 0.0% | 13K | — | |||
| 71 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $656K | 0.0% | 2,550 | — | |||
| 72 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $613K | 0.0% | 11K | — | |||
| 73 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $460K | 0.0% | 10K | — | |||
| 74 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $329K | 0.0% | 1,783 | -56% | |||
| 75 | $OTIS | Otis Worldwide Corp | Industrials | $326K | 0.0% | 5,068 | -21% | |||
| 76 | $T | AT&T INC. | Communication Services | $306K | 0.0% | 13K | -43% | |||
| 77 | $CME | CME GROUP INC. | Financials | $278K | 0.0% | 1,060 | -46% | |||
| 78 | $Q | Qnity Electronics, Inc. | Technology | $236K | 0.0% | 1,875 | -99% |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 4 added to, 30 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (4)
- VANGUARD INDEX FDS - SMALL CP ETF+6%
now $75.4M
- ISHARES TR - EAFE SML CP ETF+10%
now $4.9M
- SPDR SERIES TRUST - ST STR SP500DIV+0.5%
now $93.5M
$MRKMerck & Co., Inc.+2%
now $1.1M · held 3+ qtrs
Trimmed (30)
- SPDR SERIES TRUST - ST STR NYSE TECH-66%
now $165.0M
- SPDR INDEX SHS FDS - ST STR PO EX ETF-25%
now $575.0M
- ISHARES TR - CORE S&P TTL STK-29%
now $360.1M
now $75.0M · held 3+ qtrs, 2 trims in a row
- ISHARES TR - CORE MSCI INTL-37%
now $136.2M
- ISHARES TR - EAFE VALUE ETF-25%
now $235.3M
+24 more in the Excel export
Holdings by quarter
Every 13F Auto-Owners Insurance Co has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Auto-Owners Insurance?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Auto-Owners Insurance's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Auto-Owners Insurance Co disclosed 78 positions worth $3.2B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 2 new positions and exited 19 — including a new stake in $CCL and a full exit from $USB. The portfolio is most concentrated in Other (71.9% of disclosed assets). All figures are sourced directly from Auto-Owners Insurance Co’s Form 13F-HR filing with the SEC under CIK 1964189.
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AI-Powered Hedge Fund Analysis: Auto-Owners Insurance Co
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Every holding in Auto-Owners Insurance Co's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.