Auto-Owners Insurance Co

CIK

1964189

Location

LANSING, MI

Portfolio Value

Mid $2,209,357,487

Diversification

Diversified

Reports for

Owners Insurance Co Home-Owners Insurance Co

Filing Date

Global Rank

#926 / 8,807 ▲ 17 · as of Jun 2026

Top Industry

Internet Content & Information 17.6%

Period ended 20 days ago

Filed Oct 15, 2026 · 5d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 75.7% of the book (60%+)

Turnover

Low turnover

1.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 83.2%; sector active share 62.7% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

78 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.0%

−1.1 pts

Top 5

53.6%

−10.7 pts

Top 10

71.0%

−4.7 pts

HHI

989

Diversified−292

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.0%	$1,303,679,572	21
Financial Services	7.4%	$164,320,869	7
Communication Services	7.3%	$160,430,897	4
Healthcare	7.0%	$153,869,309	10
Consumer Cyclical	5.7%	$125,439,346	4
Industrials	3.5%	$78,148,223	12
Technology	2.8%	$62,574,623	7
Consumer Defensive	2.8%	$62,509,099	6
Basic Materials	2.3%	$51,744,875	5
Energy	1.6%	$35,610,000	1
Real Estate	0.5%	$11,030,674	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Index Funds	+16,100	265,128	$75,426,264
—		+9,700	2,059,700	$0
SCZ	iShares MSCI EAFE Small-Cap ETF	+5,400	57,700	$0
MRK	Merck & Co., Inc.	+121	7,421	$1,078,345
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−3,778,521	11,452,145	$575,012,200
EFV	iShares MSCI EAFE Value ETF	−989,500	2,973,500	$0
IDEV	iShares Core MSCI International Developed Markets ETF	−890,000	1,522,000	$0
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−872,080	2,165,694	$0
XNTK	State Street(R) SPDR(R) NYSE Technology ETF	−855,750	431,750	$165,010,532
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−805,500	505,216	$29,964,360
CSCO	Cisco Systems, Inc.	−562,453	26,863	$2,891,264
PII	Polaris Inc.	−320,000	715,000	$37,287,250
DVYE	iShares Trust	−320,000	180,000	$0
GOOG	Alphabet Inc.	−242,567	219,974	$74,953,940
Q	Qnity Electronics, Inc.	−198,688	1,875	$235,762
IEMG	iShares Trust	−160,000	200,000	$0
AMZN	Amazon Com Inc	−90,027	268,463	$66,887,556
JNJ	Johnson & Johnson	−77,278	227,662	$60,271,236
GE	General Electric Co	−32,012	89,536	$27,961,197
META	Meta Platforms, Inc.	−19,022	116,813	$84,710,451
RTX	RTX Corp	−12,787	27,900	$5,179,635
MMM	3M Co	−10,800	47,990	$7,877,558
T	At&T Inc.	−9,500	12,553	$306,293
AAPL	Apple Inc.	−8,690	6,128	$2,040,746
NVS	Novartis AG	−7,223	26,347	$3,756,291
MSFT	Microsoft Corp	−3,619	103,281	$52,972,824
EXPD	Expeditors International Of Washington Inc	−2,312	1,783	$329,213
QCOM	Qualcomm Inc/De	−2,239	5,600	$1,030,624
OTIS	Otis Worldwide Corp	−1,325	5,068	$325,973
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CCL	Carnival Corp Ltd.	650,000	$15,951,000
VMRK	Vivmark Residential	181,545	$11,030,674
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
USB	US Bancorp De	625,000	$37,750,000
TFC	Truist Financial Corp	288,000	$14,348,160
—		65,000	$12,264,853
TD	Toronto Dominion Bank	42,096	$5,111,717
WDAY	Workday, Inc.	40,100	$4,909,042
ORCL	Oracle Corp	14,500	$2,124,975
GHM	Graham Corp	11,000	$1,361,690
WBD	Warner Bros. Discovery, Inc.	23,527	$627,229
CVS	CVS HEALTH Corp	5,811	$601,147
VOD	Vodafone Group Public Ltd Co	39,733	$525,667
CL	Colgate Palmolive Co	5,600	$513,408
ADI	Analog Devices Inc	1,275	$506,391
CTSH	Cognizant Technology Solutions Corp	10,232	$396,285
COST	Costco Wholesale Corp /New	405	$378,865
MCO	Moodys Corp /De/	823	$372,753
PRLB	Proto Labs Inc	4,500	$366,795
UNP	Union Pacific Corp	1,022	$277,984
FTV	Fortive Corp	4,350	$265,741
FLS	Flowserve Corp	2,790	$206,906
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $2,209,357,487 total · filing declares 144 positions · $3,199,599,288 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	11,452,145	-3,778,521	$575,012,200	−25.1%	26.03%
XNTK	State Street(R) SPDR(R) NYSE Technology ETF	Reduced	431,750	-855,750	$165,010,532	−67.2%	7.47%
FNDF	Schwab Fundamental International Equity ETF	Held	2,703,000	0	$145,286,250	+1.9%	6.58%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	156	0	$116,532,780	−0.2%	5.27%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	724,200	0	$112,395,840	−1.8%	5.09%
META	Meta Platforms, Inc. Communication Services	Reduced	116,813	-19,022	$84,710,451	+10.7%	3.83%
VB	Vanguard Index Funds	Added	265,128	+16,100	$75,426,264	−0.1%	3.41%
GOOG	Alphabet Inc. Communication Services	Reduced	219,974	-242,567	$74,953,940	−54.1%	3.39%
VEA	Vanguard FTSE Developed Markets ETF	Held	1,045,750	0	$73,840,407	−0.9%	3.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	268,463	-90,027	$66,887,556	−21.7%	3.03%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Held	1,040,000	0	$65,561,600	−6.7%	2.97%
JNJ	Johnson & Johnson Healthcare	Reduced	227,662	-77,278	$60,271,236	−22.2%	2.73%
MSFT	Microsoft Corp Technology	Reduced	103,281	-3,619	$52,972,824	+32.8%	2.40%
DOW	Dow Inc. Basic Materials	Held	1,611,000	0	$44,366,940	+0.7%	2.01%
PEP	Pepsico Inc Consumer Defensive	Held	329,278	0	$41,726,108	−6.4%	1.89%
PII	Polaris Inc. Consumer Cyclical	Reduced	715,000	-320,000	$37,287,250	−47.4%	1.69%
EPD	Enterprise Products Partners L.P. Energy	Held	1,000,000	0	$35,610,000	−3.1%	1.61%
BDX	Becton Dickinson & Co Healthcare	Held	182,355	0	$32,641,545	+18.3%	1.48%
OTF	Blue Owl Technology Finance Corp. Financial Services	Held	3,083,763	0	$30,251,715	−5.2%	1.37%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	505,216	-805,500	$29,964,360	−61.7%	1.36%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Held	80,700	0	$29,429,676	−8.1%	1.33%
GEV	GE Vernova Inc. Industrials	Held	30,383	0	$28,878,736	−19.1%	1.31%
GE	General Electric Co Industrials	Reduced	89,536	-32,012	$27,961,197	−38.4%	1.27%
BAX	Baxter International Inc Healthcare	Held	1,050,000	0	$25,200,000	+12.6%	1.14%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Held	584,048	0	$23,893,403	−7.1%	1.08%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	353,051	0	$23,078,942	+2.1%	1.04%
CCL	Carnival Corp Ltd. Consumer Cyclical	NEW	650,000	NEW	$15,951,000	NEW	0.72%
KHC	Kraft Heinz Co Consumer Defensive	Held	525,731	0	$11,944,607	−3.8%	0.54%
VMRK	Vivmark Residential Real Estate	NEW	181,545	NEW	$11,030,674	NEW	0.50%
AMSF	Amerisafe Inc Financial Services	Held	426,900	0	$10,087,647	−30.2%	0.46%
MMM	3M Co Industrials	Reduced	47,990	-10,800	$7,877,558	−17.2%	0.36%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	21,000	0	$7,859,040	+1.1%	0.36%
HMC	Honda Motor Co Ltd Consumer Cyclical	Held	168,150	0	$5,313,540	+16.6%	0.24%
RTX	RTX Corp Industrials	Reduced	27,900	-12,787	$5,179,635	−32.9%	0.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,619	-36	$4,789,781	−0.9%	0.22%
FMC	Fmc Corp Basic Materials	Held	450,000	0	$4,014,000	−22.4%	0.18%
KO	Coca Cola Co Consumer Defensive	Held	43,700	0	$3,761,696	+5.9%	0.17%
NVS	Novartis AG Healthcare	Reduced	26,347	-7,223	$3,756,291	−28.6%	0.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	24,769	0	$3,598,440	−0.9%	0.16%
MSM	Msc Industrial Direct Co Inc Industrials	Held	26,500	0	$3,278,580	+4.0%	0.15%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,863	-562,453	$2,891,264	−95.8%	0.13%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	4,190	0	$2,828,459	+34.6%	0.13%
AMAT	Applied Materials Inc /De Technology	Reduced	5,014	-1,054	$2,564,059	−41.6%	0.12%
SYK	Stryker Corp Healthcare	Reduced	8,000	-293	$2,203,120	−15.6%	0.10%
AAPL	Apple Inc. Technology	Reduced	6,128	-8,690	$2,040,746	−52.4%	0.09%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Held	22,350	0	$1,985,350	+3.2%	0.09%
LIN	Linde PLC Basic Materials	Reduced	3,100	-11	$1,471,415	−8.9%	0.07%
BLK	BlackRock, Inc. Financial Services	Held	1,200	0	$1,269,948	+10.1%	0.06%
UPS	United Parcel Service Inc Industrials	Held	12,300	0	$1,149,312	−13.1%	0.05%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	5,000	0	$1,111,300	−9.7%	0.05%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.