Q2 2026 13F · SEC CIK 1964189

Auto-Owners Insurance Co

Insurance companyFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.4B
Reported positions: 95
Top holdings a year, 3 yrs: +20.6%
Average holding period: 3.6 yrs

Auto-Owners Insurance Co is an insurance company that reported 95 positions worth $4.4B in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were SPDR Portfolio Developed World (SPDW, 17.3%), State Street Spdr Nyse Technology ETF (XNTK, 11.4%), Ishares Total US Stock Market ETF (ITOT, 11.3%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Auto-Owners Insurance Co holdings largest 50 of 95 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Auto-Owners Insurance Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPDWSPDR Portfolio Developed World	17.3%	18.8%	15,230,666	-22.4%	$767.5M
XNTKState Street Spdr Nyse Technology ETF	11.4%	7.8%	1,287,500	-11.6%	$503.0M
ITOTIshares Total US Stock Market ETF	11.3%	10.7%	3,037,774	-15.5%	$499.0M
EFVIshares Tr	6.8%	7.1%	3,963,000	-13.6%	$303.4M
IDEVIshares Tr	4.8%	4.5%	2,412,000	-7.2%	$214.7M
GOOGAlphabet Inc	3.7%	3.4%	462,541	-19.3%	$163.4M
FNDFSchwab Strategic Tr	3.2%	3.7%	2,703,000	-25.7%	$142.6M
BRK-ABerkshire Hathaway Inc Del	2.6%	2.5%	156	-6.6%	$116.8M
VYMVym	2.6%	3.2%	724,200	-30.1%	$114.4M
SPYDSpdr Series Trust	2.2%	2.6%	2,050,000	-25.2%	$97.8M
IUSVIshares Tr	2.1%	2.9%	864,000	-36.2%	$95.2M
AMZNAmazon Com Inc Com	1.9%	1.9%	358,490	-15.9%	$85.4M
VWOVanguard Intl Equity Index F	1.8%	2.0%	1,310,716	-27.0%	$78.2M
JNJJohnson & Johnson	1.7%	1.7%	304,940	-9.1%	$77.4M
METAMeta Platforms Inc Class A	1.7%	1.9%	135,835	-14.8%	$76.5M
VBVanguard Indx Fd	1.7%	1.5%	249,028	-11.6%	$75.5M
VEAVanguard Tax-Managed Fds	1.7%	1.6%	1,045,750	-11.3%	$74.5M
PIIPolaris Inc	1.6%	1.2%	1,035,000	+0.0%	$70.8M
SPMDSpdr Series Trust	1.6%	1.6%	1,040,000	-21.8%	$70.2M
CSCOCisco Sys Inc	1.6%	1.1%	589,316	-12.6%	$69.2M
GEGe Aerospace	1.0%	1.3%	121,548	-43.0%	$45.4M
PEPPepsico Inc	1.0%	1.1%	329,278	-4.1%	$44.6M
DOWDow Inc.	1.0%	1.4%	1,611,000	+0.0%	$44.1M
MSFTMicrosoft Corp	0.9%	1.0%	106,900	-14.0%	$39.9M
DGROIshares Core Dividend Growth ETF	0.9%	1.0%	514,500	-25.4%	$39.0M
USBUS Bancorp Del	0.9%	0.7%	625,000	+0.0%	$37.8M
EPDEnterprise Prods Partners L	0.8%	0.8%	1,000,000	+0.0%	$36.8M
GEVGe Vernova Inc	0.8%	1.0%	30,383	-43.0%	$35.7M
QQnity Electronics Inc	0.7%	0.5%	200,563	-8.1%	$32.8M
VCRVanguard World Fd	0.7%	0.7%	80,700	-12.9%	$32.0M
OTFBlue Owl Technology Fin Corp	0.7%	—	3,083,763	—	$31.9M
IEMGIshares	0.7%	0.5%	360,000	+0.0%	$29.8M
BDXBecton Dickinson & Co	0.6%	0.7%	182,355	-13.1%	$27.6M
XLRESelect Sector Spdr Tr	0.6%	0.7%	584,048	-23.8%	$25.7M
GEHCGe Healthcare Technologies I	0.5%	0.6%	353,051	-14.8%	$22.6M
BAXBaxter Intl Inc	0.5%	0.4%	1,050,000	+0.0%	$22.4M
DVYEIshares Emerging Markets Dividend ETF	0.4%	0.6%	500,000	-39.0%	$16.1M
AMSFAmerisafe Inc.	0.3%	0.3%	426,900	+0.0%	$14.4M
TFCTruist Financial Ord Shs	0.3%	0.3%	288,000	+0.0%	$14.3M
KHCKraft Heinz Co	0.3%	0.3%	525,731	-22.6%	$12.4M
AVBAvalonBay Communities Inc	0.3%	0.2%	65,000	+0.0%	$12.3M
MMM3m Co Com	0.2%	0.3%	58,790	-35.3%	$9.5M
VTIVanguard Index Fds	0.2%	0.2%	21,000	-42.6%	$7.8M
RTXRtx Corporation Com	0.2%	0.2%	40,687	-26.1%	$7.7M
NVSNovartis AG	0.1%	—	33,570	—	$5.3M
FMCFmc Corp	0.1%	0.2%	450,000	+0.0%	$5.2M
TDToronto Dominion Bank	0.1%	—	42,096	—	$5.1M
WDAYWorkday Inc	0.1%	0.1%	40,100	-15.8%	$4.9M
BRK-BBerkshire Hathaway Inc Del	0.1%	—	9,655	—	$4.8M
HMCHonda Motor Co Ltd ADR Ech Cnv in 3	0.1%	0.1%	168,150	-42.2%	$4.6M

What Auto-Owners Insurance Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

GEV Ge Vernova Inc-43.0% shares
GE Ge Aerospace-43.0% shares
VTI Vanguard Index Fds-42.6% shares
HMC Honda Motor Co Ltd ADR Ech Cnv in 3-42.2% shares
DVYE Ishares Emerging Markets Dividend ETF-39.0% shares
IUSV Ishares Tr-36.2% shares
MMM 3m Co Com-35.3% shares
VYM Vym-30.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.9% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.4B	95
Q1 2026	$4.8B	106
Q4 2025	$4.8B	104
Q3 2025	$3.9B	106
Q2 2025	$4.5B	107
Q1 2025	$3.8B	108
Q4 2024	$4.4B	106
Q3 2024	$4.1B	116
Q2 2024	$3.8B	115
Q1 2024	$3.8B	113
Q4 2023	$3.3B	112
Q3 2023	$3.0B	116

Questions about Auto-Owners Insurance Co's portfolio

What stocks does Auto-Owners Insurance Co own?

Auto-Owners Insurance Co's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 95 positions worth $4.4B. The largest are SPDR Portfolio Developed World (SPDW) at 17.3%, State Street Spdr Nyse Technology ETF (XNTK) at 11.4%, Ishares Total US Stock Market ETF (ITOT) at 11.3%, Ishares Tr (EFV) at 6.8% and Ishares Tr (IDEV) at 4.8%.

What did Auto-Owners Insurance Co buy last quarter?

Auto-Owners Insurance Co opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Auto-Owners Insurance Co sell last quarter?

In Q2 2026, Auto-Owners Insurance Co cut from its top 50 Dupont de Nemours (DD), cut from its top 50 Carnival Corp (CUK), cut from its top 50 Enbridge Inc Com (ENB), cut from its top 50 Waters Corp. (WAT), Ge Vernova Inc (GEV) (-43.0% shares), Ge Aerospace (GE) (-43.0% shares) and Vanguard Index Fds (VTI) (-42.6% shares), compared with its Q1 2026 filing.

How has Auto-Owners Insurance Co's portfolio performed?

A portfolio copying Auto-Owners Insurance Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.9% against +20.1%.

When is Auto-Owners Insurance Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Auto-Owners Insurance Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.