Auto-Owners Insurance Co
InsuranceFiling Date
Global Rank
#425
/ 3,203
▲ 1285
Top Industry
Internet Retail
9.0%
3Y Alpha vs SPY
+1.3%
Period ended 30 days ago
Filed Jul 15, 2026 · 15d
15 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+71.9%
SPY
+65.3%
Annualised alpha
+1.6%
Max drawdown
−15.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.0%
+0.3 pts
Top 5
39.8%
+2.7 pts
Top 10
61.9%
+0.6 pts
HHI
500
Diversified+31
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 17.2% | $164,220,651 |
| Technology | 16.9% | $161,079,561 |
| Consumer Cyclical | 16.8% | $160,836,452 |
| Financial Services | 11.7% | $111,590,446 |
| Industrials | 11.5% | $109,872,532 |
| Communication Services | 8.2% | $78,548,686 |
| Consumer Defensive | 7.0% | $66,618,746 |
| Basic Materials | 5.5% | $52,780,706 |
| Energy | 3.9% | $36,760,000 |
| Real Estate | 1.3% | $12,264,850 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KHC | Kraft Heinz Co | −153,733 | 525,731 | $12,417,765 | |
| HMC | Honda Motor Co Ltd | −123,000 | 168,150 | $4,558,546 | |
| GE | General Electric Co | −91,812 | 121,548 | $45,426,133 | |
| CSCO | Cisco Systems, Inc. | −85,215 | 589,316 | $69,221,056 | |
| AMZN | Amazon Com Inc | −68,018 | 358,490 | $85,442,506 | |
| GEHC | GE HealthCare Technologies Inc. | −61,270 | 353,051 | $22,598,792 | |
| MMM | 3M Co | −32,100 | 58,790 | $9,518,688 | |
| JNJ | Johnson & Johnson | −30,500 | 304,940 | $77,445,610 | |
| BDX | Becton Dickinson & Co | −27,420 | 182,355 | $27,595,781 | |
| KO | Coca Cola Co | −24,700 | 43,700 | $3,551,499 | |
| META | Meta Platforms, Inc. | −23,658 | 135,835 | $76,514,496 | |
| GEV | GE Vernova Inc. | −22,952 | 30,383 | $35,695,770 | |
| Q | Qnity Electronics, Inc. | −17,750 | 200,563 | $32,753,943 | |
| MSFT | Microsoft Corp | −17,403 | 106,900 | $39,875,838 | |
| RTX | RTX Corp | −14,400 | 40,687 | $7,719,544 | |
| PEP | Pepsico Inc | −13,900 | 329,278 | $44,584,241 | |
| MSM | Msc Industrial Direct Co Inc | −12,200 | 26,500 | $3,152,175 | |
| T | At&T Inc. | −8,000 | 22,053 | $456,497 | |
| WDAY | Workday, Inc. | −7,500 | 40,100 | $4,909,042 | |
| AMAT | Applied Materials Inc /De | −7,002 | 6,068 | $4,387,164 | |
| BRK-B | Berkshire Hathaway Inc | −3 | 9,655 | $4,831,265 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| OTF | Blue Owl Technology Finance Corp. | 3,083,763 | $31,916,947 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 436,627 | $19,997,514 | |
| CCL | Carnival Corp Ltd. | 650,000 | $16,822,000 | |
| ENB | Enbridge Inc | 179,110 | $9,697,015 | |
| WAT | Waters Corp /De/ | 28,387 | $8,453,647 | |
| INTC | Intel Corp | 88,908 | $3,923,510 | |
| HWM | Howmet Aerospace Inc. | 7,033 | $1,620,825 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 9,400 | $1,561,058 | |
| AEM | Agnico Eagle Mines Ltd | 5,400 | $1,096,092 | |
| GM | General Motors Co | 9,800 | $730,100 | |
| DELL | Dell Technologies Inc. | 4,147 | $680,647 | |
| MT | ArcelorMittal | 8,066 | $419,270 | |
| B | Barrick Mining Corp | 10,200 | $416,058 | |
| No positions match the current search. | ||||
72 tracked positions ·
$954,572,630 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Showing 1–50
of 72 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 358,490 | $85,442,506 | 8.95% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 304,940 | $77,445,610 | 8.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 135,835 | $76,514,496 | 8.02% | |
| PII |
Polaris Inc.
Consumer Cyclical
|
Held | 1,035,000 | $70,835,400 | 7.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 589,316 | $69,221,056 | 7.25% | |
| GE |
General Electric Co
Industrials
|
Reduced | 121,548 | $45,426,133 | 4.76% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 329,278 | $44,584,241 | 4.67% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 1,611,000 | $44,076,960 | 4.62% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 106,900 | $39,875,838 | 4.18% | |
| USB |
US Bancorp De
Financial Services
|
Held | 625,000 | $37,750,000 | 3.95% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 1,000,000 | $36,760,000 | 3.85% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 30,383 | $35,695,770 | 3.74% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Reduced | 200,563 | $32,753,943 | 3.43% | |
| OTF |
Blue Owl Technology Finance Corp.
Financial Services
|
NEW | 3,083,763 | $31,916,947 | 3.34% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Reduced | 182,355 | $27,595,781 | 2.89% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 353,051 | $22,598,792 | 2.37% | |
| BAX |
Baxter International Inc
Healthcare
|
Held | 1,050,000 | $22,386,000 | 2.35% | |
| AMSF |
Amerisafe Inc
Financial Services
|
Held | 426,900 | $14,442,027 | 1.51% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 288,000 | $14,348,160 | 1.50% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Reduced | 525,731 | $12,417,765 | 1.30% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Held | 65,000 | $12,264,850 | 1.28% | |
| MMM |
3M Co
Industrials
|
Reduced | 58,790 | $9,518,688 | 1.00% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 40,687 | $7,719,544 | 0.81% | |
| NVS |
Novartis AG
Healthcare
|
Held | 33,570 | $5,261,090 | 0.55% | |
| FMC |
Fmc Corp
Basic Materials
|
Held | 450,000 | $5,175,000 | 0.54% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 42,096 | $5,111,717 | 0.54% | |
| WDAY |
Workday, Inc.
Technology
|
Reduced | 40,100 | $4,909,042 | 0.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 9,655 | $4,831,265 | 0.51% | |
| HMC |
Honda Motor Co Ltd
Consumer Cyclical
|
Reduced | 168,150 | $4,558,546 | 0.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 6,068 | $4,387,164 | 0.46% | |
| AAPL |
Apple Inc.
Technology
|
Held | 14,818 | $4,287,736 | 0.45% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 24,769 | $3,632,126 | 0.38% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 43,700 | $3,551,499 | 0.37% | |
| MSM |
Msc Industrial Direct Co Inc
Industrials
|
Reduced | 26,500 | $3,152,175 | 0.33% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 8,293 | $2,610,968 | 0.27% | |
| ORCL |
Oracle Corp
Technology
|
Held | 14,500 | $2,124,975 | 0.22% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 4,190 | $2,100,698 | 0.22% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Held | 22,350 | $1,924,111 | 0.20% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 3,111 | $1,614,422 | 0.17% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 7,839 | $1,448,568 | 0.15% | |
| GHM |
Graham Corp
Industrials
|
Held | 11,000 | $1,361,690 | 0.14% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 12,300 | $1,322,250 | 0.14% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 5,000 | $1,231,100 | 0.13% | |
| SNA |
Snap-on Inc
Industrials
|
Held | 2,975 | $1,197,140 | 0.13% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 1,200 | $1,153,872 | 0.12% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 3,600 | $1,002,996 | 0.11% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 7,300 | $938,050 | 0.10% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 12,787 | $937,926 | 0.10% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 11,100 | $927,738 | 0.10% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Held | 9,600 | $911,328 | 0.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.