Auto-Owners Insurance Co
InsuranceFiling Date
Global Rank
#1,669
/ 8,603
▲ 85
· as of Mar 2026
Top Industry
Internet Content & Information
8.4%
3Y Alpha vs SPY
+2.3%
Period ended 3 months ago
Filed Apr 10, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.6%
SPY
+76.0%
Annualised alpha
+1.1%
Max drawdown
−15.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.4%
−1.6 pts
Top 5
35.7%
−2.6 pts
Top 10
60.4%
−1.9 pts
HHI
462
Diversified−34
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 16.9% | $184,649,676 |
| Consumer Cyclical | 15.6% | $169,866,277 |
| Technology | 13.5% | $147,711,415 |
| Industrials | 13.3% | $144,824,692 |
| Basic Materials | 12.9% | $140,166,684 |
| Communication Services | 8.6% | $93,868,461 |
| Consumer Defensive | 7.3% | $79,636,299 |
| Financial Services | 6.6% | $71,662,402 |
| Energy | 4.4% | $47,537,015 |
| Real Estate | 1.0% | $10,617,750 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMAT | Applied Materials Inc /De | −44 | 13,070 | $4,467,195 | |
| WDAY | Workday, Inc. | −33 | 47,600 | $6,184,192 | |
| META | Meta Platforms, Inc. | −19 | 159,493 | $91,250,729 | |
| AMZN | Amazon Com Inc | −10 | 426,508 | $88,828,821 | |
| BRK-B | Berkshire Hathaway Inc | −3 | 9,658 | $4,628,113 | |
| MSFT | Microsoft Corp | −2 | 124,303 | $46,013,241 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
83 positions ·
$1,090,540,671 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 159,493 | $91,250,729 | 8.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 426,508 | $88,828,821 | 8.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 335,440 | $81,994,952 | 7.52% | |
| DOW |
Dow Inc.
Basic Materials
|
Held | 1,611,000 | $67,098,150 | 6.15% | |
| GE |
General Electric Co
Industrials
|
Held | 213,360 | $60,545,165 | 5.55% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 436,627 | $59,992,549 | 5.50% | |
| PII |
Polaris Inc.
Consumer Cyclical
|
Held | 1,035,000 | $56,407,500 | 5.17% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 343,178 | $53,292,111 | 4.89% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 674,531 | $52,336,859 | 4.80% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 53,335 | $46,556,120 | 4.27% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 124,303 | $46,013,241 | 4.22% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 1,000,000 | $37,840,000 | 3.47% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Held | 209,775 | $32,982,922 | 3.02% | |
| USB |
US Bancorp De
Financial Services
|
Held | 625,000 | $32,506,250 | 2.98% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 414,321 | $29,491,367 | 2.70% | |
| Q |
Qnity Electronics, Inc.
Technology
|
NEW | 218,313 | $25,188,953 | 2.31% | |
| BAX |
Baxter International Inc
Healthcare
|
Held | 1,050,000 | $17,640,000 | 1.62% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Held | 650,000 | $16,822,000 | 1.54% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Held | 679,464 | $15,281,145 | 1.40% | |
| AMSF |
Amerisafe Inc
Financial Services
|
Held | 426,900 | $14,228,577 | 1.30% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 288,000 | $13,239,360 | 1.21% | |
| MMM |
3M Co
Industrials
|
Held | 90,890 | $13,199,954 | 1.21% | |
| RTX |
RTX Corp
Industrials
|
Held | 55,087 | $10,626,282 | 0.97% | |
| AVB |
Avalonbay Communities Inc
Real Estate
|
Held | 65,000 | $10,617,750 | 0.97% | |
| ENB |
Enbridge Inc
Energy
|
Held | 179,110 | $9,697,015 | 0.89% | |
| WAT |
Waters Corp /De/
Healthcare
|
NEW | 28,387 | $8,453,647 | 0.78% | |
| FMC |
Fmc Corp
Basic Materials
|
Held | 450,000 | $7,749,000 | 0.71% | |
| HMC |
Honda Motor Co Ltd
Consumer Cyclical
|
Held | 291,150 | $7,077,856 | 0.65% | |
| WDAY |
Workday, Inc.
Technology
|
Reduced | 47,600 | $6,184,192 | 0.57% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 68,400 | $5,201,820 | 0.48% | |
| NVS |
Novartis AG
Healthcare
|
Held | 33,570 | $5,127,817 | 0.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 9,658 | $4,628,113 | 0.42% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 13,070 | $4,467,195 | 0.41% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 42,096 | $3,927,977 | 0.36% | |
| INTC |
Intel Corp
Technology
|
Held | 88,908 | $3,923,510 | 0.36% | |
| AAPL |
Apple Inc.
Technology
|
Held | 14,818 | $3,760,660 | 0.34% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 24,769 | $3,577,634 | 0.33% | |
| MSM |
Msc Industrial Direct Co Inc
Industrials
|
Held | 38,700 | $3,570,849 | 0.33% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 8,293 | $2,724,996 | 0.25% | |
| ORCL |
Oracle Corp
Technology
|
Held | 14,500 | $2,133,095 | 0.20% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 4,190 | $2,059,510 | 0.19% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Held | 22,350 | $2,020,887 | 0.19% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Held | 7,033 | $1,620,825 | 0.15% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
Held | 9,400 | $1,561,058 | 0.14% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 3,111 | $1,542,309 | 0.14% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 12,300 | $1,210,074 | 0.11% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 1,200 | $1,154,052 | 0.11% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Held | 5,400 | $1,096,092 | 0.10% | |
| SNA |
Snap-on Inc
Industrials
|
Held | 2,975 | $1,080,579 | 0.10% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 5,000 | $1,040,450 | 0.10% |