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CIK: 0001964189
Total reported value
$4.4B
$4.4B
106 檔
44.9%
At the close of Q4 2024, Auto-Owners Insurance Co disclosed equity holdings valued at approximately $4.4B, spread across 106 reported holdings.
In Q4 2024, Auto-Owners Insurance Co displayed an active expansion posture, initiating 6 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 17.06% | -1.44% | +25.07% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.63% | +0.55% | +18.99% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.01% | -0.44% | +11.22% | |
| 4 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 6.03% | +3.57% | +10.14% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.47% | -0.29% | +15.77% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.81% | +0.30% | +7.71% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.00% | -0.63% | +43.01% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.97% | +0.25% | +18.25% | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.85% | -0.75% | +56.71% | |
| 10 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.69% | -0.40% | +33.66% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.58% | +0.13% | +7.05% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.18% | +13.01% | |
| 13 | GE | General Electric | Stock-Industrials | 2.24% | -0.24% | +17.47% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.07% | +18.98% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.80% | -0.26% | +36.93% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.65% | -0.06% | +27.88% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | +0.10% | +12.72% | |
| 18 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 1.22% | -0.23% | +18.29% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.06% | +16.18% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.11% | +4.22% | |
| 21 | MMM | 3m Co | Stock-Industrials | 1.13% | -0.07% | +9.06% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | +0.03% | +7.83% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.10% | -0.16% | +17.47% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.96% | -0.13% | +34.01% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | +0.46% | +14.46% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.88% | -0.05% | +4.52% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | -0.03% | +4.49% | |
| 28 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.77% | +0.02% | +14.87% | |
| 29 | EPD | Enterprise Products Partners | Stock-Energy | 0.71% | +0.04% | — | |
| 30 | DOW | Dow Inc | Stock-Materials | 0.71% | -0.41% | — | |
| 31 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.71% | — | — | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.71% | -0.08% | +31.25% | |
| 33 | BAX | Baxter International Inc | Stock-Healthcare | 0.70% | +0.14% | — | |
| 34 | USB | US Bancorp | Stock-Financials | 0.68% | +0.17% | — | |
| 35 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.61% | — | +3.53% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.56% | -0.07% | +14.36% | |
| 37 | KOF | Coca-cola Femsa Sab-sp Adr | Stock-Other | 0.53% | — | — | |
| 38 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.52% | — | — | |
| 39 | PII | Polaris Inc | Stock-Consumer Disc | 0.52% | +0.42% | — | |
| 40 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.51% | -0.05% | +18.76% | |
| 41 | AMSF | Amerisafe Inc | Stock-Other | 0.50% | +0.03% | — | |
| 42 | FMC | Fmc CORP | Stock-Materials | 0.50% | -0.04% | — | |
| 43 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.47% | -0.04% | +29.24% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | +0.14% | — | |
| 45 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.37% | -0.35% | EXIT | |
| 46 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.35% | -0.11% | +17.47% | |
| 47 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.33% | -0.42% | EXIT | |
| 48 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.33% | +0.06% | — | |
| 49 | KEL | Kellanova | Stock-Other | 0.30% | — | +19.02% | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.28% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +1.1% | +18.99% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.9% | +25.07% | Add |
| 3 | IUSV | Ishares Core S&p U.s. Value | +0.8% | +56.71% | Add |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.7% | +43.01% | Add |
| 5 | DOW | Dow Inc | +0.7% | NEW | New buy |
| 6 | GSK | Gsk Plc-spon Adr | +0.7% | NEW | New buy |
| 7 | BAX | Baxter International Inc | +0.7% | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | +0.6% | +18.25% | Add |
| 9 | HII | Huntington Ingalls Industrie | +0.5% | NEW | New buy |
| 10 | PII | Polaris Inc | +0.5% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.5% | +18.98% | Add |
| 12 | FMC | Fmc CORP | +0.5% | NEW | New buy |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.4% | +33.66% | Add |
| 14 | GEV | GE Vernova Inc | +0.3% | +17.47% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +36.93% | Add |
| 16 | XNTK | Ss Spdr Nyse Tech ETF | +0.3% | +10.14% | Add |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +27.88% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +13.01% | Add |
| 19 | DGRO | Ishares Core Dividend Growth | +0.2% | +34.01% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +14.46% | Add |
| 21 | VCR | Vanguard Consumer Discre ETF | +0.1% | +14.87% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +74.29% | Add |
| 23 | CCL1EUR | Carnival CORP LTD | +0.1% | — | Unchanged |
| 24 | MSFT | Microsoft CORP | +0.1% | +16.18% | Add |
| 25 | XLRE | Ss Real Estate Select Sector | +0.1% | +31.25% | Add |
| 26 | WDAY | Workday Inc-class A | 0% | +18.70% | Add |
| 27 | KEL | Kellanova | 0% | +19.02% | Add |
| 28 | KHC | Kraft Heinz Co/the | 0% | +29.24% | Add |
| 29 | EPD | Enterprise Products Partners | — | — | Unchanged |
| 30 | DVYE | Ishares Emerging Markets Div | 0% | +18.29% | Add |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | +7.05% | Add |
| 32 | GE | General Electric | -0.1% | +17.47% | Add |
| 33 | 6D8 | Dupont De Nemours Inc | -0.1% | — | Unchanged |
| 34 | CRGY | Crescent Energy Inc-a | -0.1% | EXIT | Sold out |
| 35 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +15.77% | Add |
| 36 | KOF | Coca-cola Femsa Sab-sp Adr | -0.1% | — | Unchanged |
| 37 | MSM | Msc Industrial Direct Co-a | -0.1% | +3.53% | Add |
| 38 | AXP | American Express Co | -0.1% | EXIT | Sold out |
| 39 | JNJ | Johnson & Johnson | -0.1% | +7.83% | Add |
| 40 | SOLV | Solventum CORP | -0.2% | EXIT | Sold out |
| 41 | KO | Coca-cola Co/the | -0.2% | +4.49% | Add |
| 42 | PEP | Pepsico Inc | -0.2% | +4.22% | Add |
| 43 | NTRS | Northern Trust CORP | -0.3% | EXIT | Sold out |
| 44 | PRU | Prudential Financial Inc | -0.3% | EXIT | Sold out |
| 45 | IDEV | Ishares Core Msci Dev Mkts | -0.4% | +7.71% | Add |
| 46 | BNY | Bank Of New York Mellon CORP | -0.6% | EXIT | Sold out |
| 47 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.6% | +11.22% | Add |
| 48 | WFC | Wells Fargo & Co | -0.9% | EXIT | Sold out |
| 49 | CB | Chubb Limited | -0.9% | EXIT | Sold out |
| 50 | XLF | Ss Financial Select Sector | -4.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Auto-Owners Insurance Co reported a total U.S. public equity portfolio value of $4.4B across 106 disclosed positions in Q4 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 44.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
DOW
市值: $31.3M
Top Position Liquidated / Trimmed
XLF
前期市值: $190.2M
During Q4 2024, Auto-Owners Insurance Co's top holdings by market value included SPDW (17.1%)、ITOT (9.6%)、FNDF (7.0%). The largest single position, SPDW, represented 17.1% of total portfolio value.
In Q4 2024, Auto-Owners Insurance Co made 46 total portfolio adjustments, initiating 6 new buys, adding to 31 positions, trimming 0 holdings, and fully liquidating 9 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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