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CIK: 0001964189
Total reported value
$4.4B
$4.4B
116 檔
40.3%
As reported in its official Q3 2024 Form 13F filing, Auto-Owners Insurance Co's tracked investment portfolio stood at $4.4B with 116 total positions.
During Q3 2024, Auto-Owners Insurance Co performed routine portfolio adjustments (0 new buys, 1 additions, 1 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 16.16% | -1.44% | — | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.51% | +0.55% | — | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.64% | -0.44% | — | |
| 4 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 5.77% | +3.57% | — | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.58% | -0.29% | — | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 4.66% | — | — | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.18% | +0.30% | — | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.64% | +0.13% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.39% | -0.18% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.38% | +0.25% | — | |
| 11 | GE | General Electric | Stock-Industrials | 2.32% | -0.24% | — | |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.29% | -0.40% | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.27% | -0.63% | — | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.02% | -0.75% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.07% | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.53% | -0.26% | — | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.39% | -0.06% | — | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.37% | -0.11% | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.35% | +0.10% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | +0.03% | — | |
| 21 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 1.23% | -0.23% | — | |
| 22 | MMM | 3m Co | Stock-Industrials | 1.19% | -0.07% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.06% | — | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.97% | -0.03% | — | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.05% | — | |
| 26 | CB | Chubb Limited | Stock-Financials | 0.92% | — | — | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.88% | — | — | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.79% | -0.13% | — | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 0.78% | -0.16% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.46% | — | |
| 31 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.73% | — | — | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.71% | +0.04% | — | |
| 33 | USB | US Bancorp | Stock-Financials | 0.70% | +0.17% | — | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.67% | +0.02% | -8.92% | |
| 35 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.65% | — | — | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.64% | -0.08% | — | |
| 37 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.57% | — | — | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.56% | -0.07% | — | |
| 39 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.51% | -0.05% | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.14% | — | |
| 41 | AMSF | Amerisafe Inc | Stock-Other | 0.50% | +0.03% | +9090.53% | |
| 42 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.45% | -0.04% | — | |
| 43 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.41% | -0.42% | EXIT | |
| 44 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.38% | -0.11% | — | |
| 45 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.36% | +0.06% | — | |
| 46 | PRU | Prudential Financial Inc | Stock-Financials | 0.33% | — | — | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.30% | +0.04% | — | |
| 48 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.29% | -0.35% | EXIT | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.28% | -0.08% | EXIT | |
| 50 | KEL | Kellanova | Stock-Other | 0.27% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMSF | Amerisafe Inc | +0.5% | +9090.53% | Add |
| 2 | MMM | 3m Co | +0.2% | — | Unchanged |
| 3 | GE | General Electric | +0.2% | — | Unchanged |
| 4 | GEV | GE Vernova Inc | +0.2% | — | Unchanged |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 6 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 7 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | — | Unchanged |
| 8 | XLF | Ss Financial Select Sector | +0.1% | — | Unchanged |
| 9 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 10 | BNY | Bank Of New York Mellon CORP | +0.1% | — | Unchanged |
| 11 | KEL | Kellanova | +0.1% | — | Unchanged |
| 12 | XLRE | Ss Real Estate Select Sector | +0.1% | — | Unchanged |
| 13 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 14 | CB | Chubb Limited | 0% | — | Unchanged |
| 15 | USB | US Bancorp | 0% | — | Unchanged |
| 16 | GEHC | GE Healthcare Technology | 0% | — | Unchanged |
| 17 | EFV | Ishares Msci Eafe Value ETF | 0% | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 19 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 20 | SOLV | Solventum CORP | 0% | — | Unchanged |
| 21 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 22 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 23 | DGRO | Ishares Core Dividend Growth | 0% | — | Unchanged |
| 24 | MSM | Msc Industrial Direct Co-a | 0% | — | Unchanged |
| 25 | 6D8 | Dupont De Nemours Inc | 0% | — | Unchanged |
| 26 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 27 | AXP | American Express Co | 0% | — | Unchanged |
| 28 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 29 | KHC | Kraft Heinz Co/the | — | — | Unchanged |
| 30 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 31 | AVB | Avalonbay Communities Inc | — | — | Unchanged |
| 32 | TFC | Truist Financial CORP | — | — | Unchanged |
| 33 | IDEV | Ishares Core Msci Dev Mkts | 0% | — | Unchanged |
| 34 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | — | Unchanged |
| 37 | DVYE | Ishares Emerging Markets Div | 0% | — | Unchanged |
| 38 | KOF | Coca-cola Femsa Sab-sp Adr | 0% | — | Unchanged |
| 39 | BDX | Becton Dickinson And Co | 0% | — | Unchanged |
| 40 | WDAY | Workday Inc-class A | 0% | -15.76% | Trim |
| 41 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | — | Unchanged |
| 43 | INTC | Intel CORP | -0.1% | — | Unchanged |
| 44 | WFC | Wells Fargo & Co | -0.1% | — | Unchanged |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | — | Unchanged |
| 46 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 47 | ITOT | Ishares Core S&p Total U.s. | -0.2% | — | Unchanged |
| 48 | AMZN | Amazon.com Inc | -0.2% | — | Unchanged |
| 49 | XNTK | Ss Spdr Nyse Tech ETF | -0.4% | — | Unchanged |
| 50 | GOOG | Alphabet Inc-cl C | -0.4% | — | Unchanged |
According to official SEC Form 13F filings, Auto-Owners Insurance Co reported a total U.S. public equity portfolio value of $4.4B across 116 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPDW, ITOT, FNDF) accounted for 40.3% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
WDAY
前期市值: $10.6M
During Q3 2024, Auto-Owners Insurance Co's top holdings by market value included SPDW (16.2%)、ITOT (8.5%)、FNDF (7.6%). The largest single position, SPDW, represented 16.2% of total portfolio value.
In Q3 2024, Auto-Owners Insurance Co made 2 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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