Auto-Owners Insurance Co

CIK: 0001964189SEC EDGAR →

Portfolio Value

$4.8B

Holdings

104

As of

Q4 2025

New Positions

0

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR INDEX SHS FDS

872,108,747$872.1M
18.31%
2

ISHARES TR

534,591,700$534.6M
11.22%
3

SPDR SERIES TRUST

404,760,008$404.8M
8.50%
4

ISHARES TR

327,629,080$327.6M
6.88%
5

ISHARES TR

214,335,000$214.3M
4.50%
6

ALPHABET INC

179,836,276$179.8M
3.78%
7

SCHWAB STRATEGIC TR

164,655,400$164.7M
3.46%
8

VANGUARD WHITEHALL FDS

148,643,664$148.6M
3.12%
9

ISHARES TR

138,961,020$139.0M
2.92%
10

BERKSHIRE HATHAWAY INC DEL

126,051,600$126.0M
2.65%

Quarterly Changes

Top Buys

XNTK↑ Increased
$364.2M
IEMG↑ Increased
$337.0M
ITOT↑ Increased
$227.0M
SPDW↑ Increased
$220.4M
IDEV↑ Increased
$162.1M

Top Sells

EXPD↓ Decreased
$30.7M
FTV↓ Decreased
$14.9M
KELCLOSED
$9.7M
KELCLOSED
$2.1M
KOFCLOSED
$1.3M

New Positions (3)

$2.0M · 2.0M shares
$444K · 444K shares
$227K · 228K shares

Closed Positions (6)

$9.7M · 372K shares
$2.1M · 26K shares
$1.3M · 19K shares
$665K · 3K shares
$604K · 11K shares
$459K · 24K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services29$3.5B73.1%
Communication Services5$286.9M6.0%
Consumer Cyclical5$193.1M4.1%
Healthcare10$173.8M3.6%
Unknown4$151.9M3.2%
Technology13$139.9M2.9%
Industrials17$103.6M2.2%
Consumer Defensive8$76.2M1.6%
Basic Materials9$66.2M1.4%
Energy2$40.6M0.9%
Utilities1$34.9M0.7%
Real Estate1$11.8M0.2%