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CIK: 0001964189
Total reported value
$3.2B
$3.2B
95 檔
71.5%
According to the latest 13F quarterly dataset, Auto-Owners Insurance Co managed an equity portfolio of $3.2B at the end of Q2 2026, spanning 95 distinct U.S. exchange-listed positions.
In Q2 2026, Auto-Owners Insurance Co adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 17.33% | +0.64% | -22.44% | |
| 2 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 11.36% | -6.20% | -11.61% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.27% | -0.02% | -15.51% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.85% | +0.50% | -13.62% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.85% | -0.59% | -7.16% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.69% | -1.35% | -19.28% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.22% | +1.32% | -25.74% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.64% | +1.00% | -6.59% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.58% | +0.93% | -30.08% | |
| 10 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.21% | +0.71% | -25.18% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.15% | +0.84% | -36.19% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | +0.16% | -15.95% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.77% | -0.83% | -26.97% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | +0.13% | -9.09% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | +0.92% | -14.83% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.70% | +0.66% | -11.58% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.68% | +0.63% | -11.28% | |
| 18 | PII | Polaris Inc | Stock-Consumer Disc | 1.60% | -0.43% | — | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.59% | +0.46% | -21.80% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.56% | -1.47% | -12.63% | |
| 21 | GE | General Electric | Stock-Industrials | 1.03% | -0.16% | -43.03% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.01% | +0.29% | -4.05% | |
| 23 | DOW | Dow Inc | Stock-Materials | 1.00% | +0.39% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | +0.76% | -14.00% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.88% | +0.33% | -25.38% | |
| 26 | USB | US Bancorp | Stock-Financials | 0.85% | -0.85% | EXIT | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 0.83% | +0.28% | — | |
| 28 | GEV | GE Vernova Inc | Stock-Industrials | 0.81% | +0.09% | -43.03% | |
| 29 | Q | Qnity Electronics Inc | Stock-Tech | 0.74% | -0.73% | -8.13% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.72% | +0.21% | -12.95% | |
| 31 | OTF | Blue Owl Technology Finance | Stock-Other | 0.72% | +0.23% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | -0.16% | — | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.62% | +0.40% | -13.07% | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.58% | +0.17% | -23.81% | |
| 35 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.51% | +0.21% | -14.79% | |
| 36 | BAX | Baxter International Inc | Stock-Healthcare | 0.51% | +0.28% | — | |
| 37 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.36% | -0.17% | -39.02% | |
| 38 | AMSF | Amerisafe Inc | Stock-Other | 0.33% | -0.01% | — | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.32% | -0.32% | EXIT | |
| 40 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.28% | +0.09% | -22.63% | |
| 41 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.28% | -0.28% | EXIT | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.21% | +0.04% | -35.32% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.07% | -42.62% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.17% | -0.01% | -26.14% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.12% | — | — | |
| 46 | FMC | Fmc CORP | Stock-Materials | 0.12% | +0.01% | — | |
| 47 | TD | Toronto-dominion Bank | Stock-Financials | 0.12% | -0.12% | EXIT | |
| 48 | WDAY | Workday Inc-class A | Stock-Tech | 0.11% | -0.11% | EXIT | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.04% | -0.03% | |
| 50 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 0.10% | +0.07% | -42.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XNTK | Ss Spdr Nyse Tech ETF | +3.6% | -11.61% | Trim |
| 2 | OTF | Blue Owl Technology Finance | +0.7% | NEW | New buy |
| 3 | ITOT | Ishares Core S&p Total U.s. | +0.6% | -15.51% | Trim |
| 4 | CSCO | Cisco Systems Inc | +0.5% | -12.63% | Trim |
| 5 | PII | Polaris Inc | +0.4% | — | Unchanged |
| 6 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | -7.16% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -19.28% | Trim |
| 8 | Q | Qnity Electronics Inc | +0.2% | -8.13% | Trim |
| 9 | USB | US Bancorp | +0.2% | — | Unchanged |
| 10 | VB | Vanguard Small-cap ETF | +0.2% | -11.58% | Trim |
| 11 | BAX | Baxter International Inc | +0.1% | — | Unchanged |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | — | Unchanged |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | -6.59% | Trim |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | -11.28% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | -15.95% | Trim |
| 16 | AVB | Avalonbay Communities Inc | +0.1% | — | Unchanged |
| 17 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 18 | TFC | Truist Financial CORP | 0% | — | Unchanged |
| 19 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | 0% | -9.09% | Trim |
| 21 | AMSF | Amerisafe Inc | 0% | — | Unchanged |
| 22 | VCR | Vanguard Consumer Discre ETF | 0% | -12.95% | Trim |
| 23 | AAPL | Apple Inc | 0% | — | Unchanged |
| 24 | GHM | Graham CORP | 0% | — | Unchanged |
| 25 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 26 | SCZ | Ishares Msci Eafe Small-cap | 0% | — | Unchanged |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.03% | Trim |
| 28 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 29 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 30 | SNA | Snap-on Inc | 0% | — | Unchanged |
| 31 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 32 | AMAT | Applied Materials Inc | 0% | -53.57% | Trim |
| 33 | LIN | Linde plc | 0% | — | Unchanged |
| 34 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 35 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 36 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 37 | FTV | Fortive CORP | 0% | — | Unchanged |
| 38 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 39 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 40 | MSM | Msc Industrial Direct Co-a | — | -31.52% | Trim |
| 41 | CTSH | Cognizant Tech Solutions-a | — | — | Unchanged |
| 42 | CARR | Carrier Global CORP | — | — | Unchanged |
| 43 | CVS | Cvs Health CORP | — | — | Unchanged |
| 44 | AVGO | Broadcom Inc | — | — | Unchanged |
| 45 | CME | Cme Group Inc | — | — | Unchanged |
| 46 | SYY | Sysco CORP | — | — | Unchanged |
| 47 | SYK | Stryker CORP | — | — | Unchanged |
| 48 | UPS | United Parcel Service-cl B | — | — | Unchanged |
| 49 | PRLB | Proto Labs Inc | — | — | Unchanged |
| 50 | ADI | Analog Devices Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Auto-Owners Insurance Co reported a total U.S. public equity portfolio value of $3.2B across 95 disclosed positions in Q2 2026.
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, XNTK, ITOT) accounted for 71.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
OTF
市值: $31.9M
Top Position Liquidated / Trimmed
6D8
前期市值: $20.0M
During Q2 2026, Auto-Owners Insurance Co's top holdings by market value included SPDW (17.3%)、XNTK (11.4%)、ITOT (11.3%). The largest single position, SPDW, represented 17.3% of total portfolio value.
In Q2 2026, Auto-Owners Insurance Co made 55 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 41 holdings, and fully liquidating 12 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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