Auto-Owners Insurance Co

Name: Auto-Owners Insurance Co 13F holdings, Q1 2025
Creator: Auto-Owners Insurance Co
Published: 2025-05-06

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Auto-Owners Insurance Co reported 108 stock positions worth $3.8 billion. Its top holding was SS Real Estate Select Sector (XLRE) at 11.8% of the portfolio, followed by iShares Emerging Markets Div (DVYE, 8.0%) and Rio Tinto PLC-Spon ADR (RIO, 6.4%). Compared with Q4 2024, it opened 2 new positions, added to 40 and reduced 60. The biggest buy was SS Real Estate Select Sector (XLRE, shares +1642%) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −77%).

Most Recent 13F: Q2 2026
Location: LANSING, MI
CIK: 0001964189
Portfolio Value: $3.8B (Q1 2025)
SEC Filing: 0001964189-25-000001 ↗ filed May 6, 2025

Holdings Value

Holdings 108 stocks · $3.8B


XLRE SS Real Estate Select Sector	11.83%	13,351,517	$447.0M	Add +1641.7%
DVYE iShares Emerging Markets Div	7.96%	2,562,310	$300.6M	Add +23.8%
RIO Rio Tinto PLC-Spon ADR	6.44%	7,416,000	$243.3M	Add +77150.0%
SNA Snap-on Inc.	5.76%	1,073,000	$217.8M	Add +35967.2%
ITOT iShares Core S&P Total U.S.	5.47%	2,751,570	$206.8M	Reduce -16.4%
SPDW Ste STR SPDR PT DW Eu ETF	5.36%	5,157,000	$202.5M	Reduce -76.5%
IEMG iShares Core MSCI Emerging	4.53%	3,338,000	$171.1M	Add +827.2%
GOOG Alphabet Inc. Class C	2.93%	580,800	$110.6M	Reduce -15.4%
BDX Becton Dickinson and Co.	2.66%	13,765	$100.6M	Reduce -87.3%
LIN Linde PLC	2.30%	148,150	$86.9M	Add +4679.0%
XNTK SS SPDR Nyse Tech ETF	2.15%	1,481,100	$81.1M	Add +12.6%
AMZN Amazon.com Inc.	2.08%	358,300	$78.6M	Reduce -15.9%
VWO Vanguard Ftse Emerging Marke	1.96%	896,700	$74.1M	Reduce -50.0%
EFV iShares MSCI Eafe Value ETF	1.89%	999,000	$71.5M	Reduce -78.2%
FMC FMC Corp.	1.75%	414,848	$66.3M	Reduce -7.8%
GE General Electric filed as GE AEROSPACE	1.38%	191,521	$52.2M	Reduce -67.6%
ORCL Oracle Corp.	1.27%	315,378	$48.0M	Add +1848.3%
IUSV iShares Core S&P U.S. Value	1.27%	513,800	$48.0M	Reduce -62.0%
MMM 3M Co.	1.21%	354,490	$45.8M	Reduce -8.3%
VB Vanguard Most SM-Cap ETF-Usd	1.14%	912,750	$43.2M	Add +2616.7%
HDV iShares Core High Dividend E	1.09%	288,260	$41.2M	Add +1111.2%
VYM Vanguard High DVD Yield ETF	1.07%	321,533	$40.6M	Reduce -69.0%
VTI VG Morningstar TS MKT ETF-US	1.06%	842,316	$40.1M	Add +2201.4%
MRK Merck & Co. Inc.	1.03%	90,145	$38.8M	Add +1134.9%
CSCO Cisco Systems Inc.	1.00%	610,700	$37.7M	Reduce -9.4%
ITW Illinois Tool Works	0.97%	1,430,000	$36.5M	Add +55978.4%
QCOM Qualcomm Inc.	0.92%	303,919	$34.9M	Add +3777.0%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.92%	939,975	$34.9M	Reduce -89.9%
IDEV iShares Core MSCI Dev MKTS	0.89%	525,500	$33.6M	Reduce -79.8%
VEA Vanguard Ftse Developed ETF	0.85%	201,700	$32.3M	Reduce -82.9%
SPYD SS SPDR P S&P 500 Hi Div ETF	0.83%	701,100	$31.4M	Reduce -74.4%
ECL Ecolab Inc.	0.83%	1,000,000	$31.4M	Add +27677.8%
DELL Dell Technologies -C	0.83%	781,000	$31.3M	Add +18732.9%
GM General Motors Co.	0.83%	923,000	$31.2M	Add +9318.4%
B Barrick Gold Corp.	0.81%	1,050,000	$30.6M	Add +10194.1%
UNP Union Pacific Corp.	0.79%	625,000	$29.9M	Add +61054.6%
CCL Carnival Corp.	0.78%	503,940	$29.6M	Reduce -22.5%
HMC Honda Motor Co. Ltd.-Spons ADR	0.70%	245,000	$26.4M	Reduce -68.5%
PEP Pepsico Inc.	0.67%	413,900	$25.1M	Add +20.6%
MDLZ Mondelez International Inc. Class A	0.66%	333,800	$24.9M	Add +3049.1%
CME Cme Group Inc.	0.62%	300,000	$23.4M	Add +15213.9%
AMSF Amerisafe Inc.	0.58%	426,900	$22.0M	No change
EPD Enterprise Products Partners	0.58%	450,000	$21.9M	Reduce -55.0%
INTC Intel Corp.	0.52%	395,100	$19.6M	Reduce -24.8%
BAX Baxter International Inc.	0.49%	81,235	$18.4M	Reduce -92.3%
RTX RTX Corp.	0.48%	415,931	$18.0M	Add +25.0%
SPMD SS SPDR P S&P 400 Midcap ETF	0.47%	298,293	$17.8M	Reduce -77.6%
AVGO Broadcom Inc.	0.43%	650,000	$16.2M	Add +27096.7%
JNJ Johnson & Johnson	0.41%	396,498	$15.5M	Add +17.6%
GSK GSK PLC-Spon ADR	0.41%	532,650	$15.4M	Reduce -42.3%
T AT&T Inc.	0.38%	73,000	$14.5M	Reduce -49.5%
DOV Dover Corp.	0.38%	189,877	$14.5M	Add +4768.6%
DGRO iShares Core Dividend Growth	0.37%	227,300	$14.0M	Reduce -67.0%
META Meta Platforms Inc. Class A	0.35%	32,750	$13.4M	Reduce -83.0%
BRK.A Berkshire Hathaway Inc. Class A	0.35%	9,591	$13.1M	Add +5643.1%
TMO Thermo Fisher Scientific Inc.	0.33%	288,000	$12.5M	Add +6773.5%
FTV Fortive Corp.	0.28%	138,281	$10.7M	Add +3078.9%
ZBH Zimmer Biomet Holdings Inc.	0.28%	68,000	$10.6M	Add +204.3%
HII Huntington Ingalls Industrie	0.24%	455,308	$9.0M	Add +273.2%
SCZ iShares MSCI Eafe Small-Cap	0.23%	109,400	$8.8M	Add +109.2%
WBA Walgreens Boots Alliance Inc.	0.23%	32,600	$8.6M	Reduce -32.1%
USB US Bancorp	0.21%	33,598	$8.1M	Reduce -94.6%
DD Dupont DE Nemours Inc.	0.20%	179,110	$7.6M	Reduce -5.7%
GEV GE Vernova Inc.	0.19%	32,952	$7.2M	Reduce -77.7%
MSFT Microsoft Corp.	0.18%	18,333	$7.0M	Reduce -85.3%
AAPL Apple Inc.	0.17%	25,000	$6.3M	No change
KHC The Kraft Heinz Co.	0.14%	161,033	$5.4M	Reduce -76.3%
WDAY Workday Inc. Class A	0.13%	27,900	$4.7M	Reduce -41.4%
MCO Moody's Corp.	0.12%	45,143	$4.4M	Add +4738.5%
PNC PNC Financial Services Group	0.12%	26,109	$4.4M	Add +422.2%
VCR Vanguard Consumer Discre ETF	0.11%	51,733	$4.2M	Reduce -44.2%
MSM MSC Industrial Direct Co. Class A	0.10%	28,387	$3.6M	Reduce -92.1%
K Kellanova	0.09%	28,800	$3.4M	Reduce -82.1%
MT Arcelormittal-NY Registered	0.08%	136,553	$3.1M	New
GEHC GE Healthcare Technology	0.08%	39,070	$2.9M	Reduce -80.2%
SYY Sysco Corp.	0.07%	50,875	$2.7M	Add +358.3%
KO The Coca-Cola Co.	0.07%	34,932	$2.6M	Reduce -93.9%
WBD Warner Bros Discovery Inc.	0.06%	22,350	$2.4M	Reduce -5.0%
SYK Stryker Corp.	0.06%	4,190	$2.2M	Reduce -49.5%
AMAT Applied Materials Inc.	0.06%	13,000	$2.1M	No change
UPS United Parcel Service Class B	0.05%	5,400	$1.8M	Reduce -56.1%
TFC Truist Financial Corp.	0.04%	12,300	$1.6M	Reduce -95.7%
PII Polaris Inc.	0.03%	7,839	$1.2M	Reduce -98.0%
BLK BlackRock Inc.	0.03%	9,400	$971K	New
OTIS Otis Worldwide Corp.	0.03%	5,000	$964K	Reduce -21.8%
ABT Abbott Laboratories	0.03%	8,358	$945K	No change
CHRW C.H. Robinson Worldwide Inc.	0.02%	12,787	$873K	Add +36.0%
DOW Dow Inc.	0.02%	3,600	$844K	Reduce -99.5%
HI Hillenbrand Inc.	0.02%	7,033	$769K	Reduce -33.0%
CVS CVS Health Corp.	0.02%	3,900	$732K	Reduce -31.1%
HWM Howmet Aerospace Inc.	0.02%	2,550	$647K	Reduce -63.7%
NVS Novartis AG-Sponsored ADR	0.02%	6,393	$592K	Reduce -85.8%
PG The Procter & Gamble Co.	0.01%	9,600	$565K	Reduce -63.2%
BRK.B Berkshire Hathaway Inc. Class B	0.01%	2,390	$554K	Reduce -75.0%
KOF Coca-Cola Femsa Sab-SP ADR	0.01%	5,600	$509K	Reduce -98.1%
COST Costco Wholesale Corp.	0.01%	4,147	$478K	Add +864.4%
CARR Carrier Global Corp.	0.01%	1,959	$455K	Reduce -84.7%
ENB Enbridge Inc.	0.01%	4,095	$454K	Reduce -97.7%
VZ Verizon Communications Inc.	0.01%	48,000	$448K	Add +378.4%
AEM Agnico Eagle Mines Ltd.	0.01%	5,400	$422K	No change
CTSH Cognizant Tech Solutions-A	0.01%	430	$394K	Reduce -95.8%
ADI Analog Devices Inc.	0.01%	1,736	$369K	No change
EXPD Expeditors Intl Wash Inc.	0.01%	4,350	$326K	Add +6.2%
GHM Graham Corp.	0.01%	10,500	$323K	Reduce -4.5%
CL Colgate-Palmolive Co.	0.01%	5,657	$254K	Add +1.0%
VOD Vodafone Group PLC-SP ADR	0.01%	23,527	$249K	Reduce -40.8%
TD Toronto-Dominion Bank	0.01%	1,022	$233K	Reduce -98.0%
AVB Avalonbay Communities Inc.	0.00%	10,200	$158K	Reduce -84.3%

Portfolio Sells Q4 2024 → Q1 2025


SPDW Ste STR SPDR PT DW Eu ETF	Reduce -76.5%	5.36%	−11.70
FNDF Schwab Fndmn Intl LRG Co. ETF	Reduce -89.9%	0.92%	−6.08
ITOT iShares Core S&P Total U.S.	Reduce -16.4%	5.47%	−4.16
EFV iShares MSCI Eafe Value ETF	Reduce -78.2%	1.89%	−3.58
IDEV iShares Core MSCI Dev MKTS	Reduce -79.8%	0.89%	−2.92
META Meta Platforms Inc. Class A	Reduce -83.0%	0.35%	−2.21
VYM Vanguard High DVD Yield ETF	Reduce -69.0%	1.07%	−1.93
SPYD SS SPDR P S&P 500 Hi Div ETF	Reduce -74.4%	0.83%	−1.85
IUSV iShares Core S&P U.S. Value	Reduce -62.0%	1.27%	−1.58
SPMD SS SPDR P S&P 400 Midcap ETF	Reduce -77.6%	0.47%	−1.18
MSFT Microsoft Corp.	Reduce -85.3%	0.18%	−1.01
GEV GE Vernova Inc.	Reduce -77.7%	0.19%	−0.91
GE General Electric	Reduce -67.6%	1.38%	−0.86
KO The Coca-Cola Co.	Reduce -93.9%	0.07%	−0.75
DOW Dow Inc.	Reduce -99.5%	0.02%	−0.69
VCR Vanguard Consumer Discre ETF	Reduce -44.2%	0.11%	−0.66
DGRO iShares Core Dividend Growth	Reduce -67.0%	0.37%	−0.59
KOF Coca-Cola Femsa Sab-SP ADR	Reduce -98.1%	0.01%	−0.52
MSM MSC Industrial Direct Co. Class A	Reduce -92.1%	0.10%	−0.51
PII Polaris Inc.	Reduce -98.0%	0.03%	−0.49
USB US Bancorp	Reduce -94.6%	0.21%	−0.47
VEA Vanguard Ftse Developed ETF	Reduce -82.9%	0.85%	−0.43
KHC The Kraft Heinz Co.	Reduce -76.3%	0.14%	−0.33
AVB Avalonbay Communities Inc.	Reduce -84.3%	0.00%	−0.32
GSK GSK PLC-Spon ADR	Reduce -42.3%	0.41%	−0.30
GEHC GE Healthcare Technology	Reduce -80.2%	0.08%	−0.27
TFC Truist Financial Corp.	Reduce -95.7%	0.04%	−0.24
BAX Baxter International Inc.	Reduce -92.3%	0.49%	−0.21
K Kellanova	Reduce -82.1%	0.09%	−0.21
ENB Enbridge Inc.	Reduce -97.7%	0.01%	−0.16
WDAY Workday Inc. Class A	Reduce -41.4%	0.13%	−0.15
EPD Enterprise Products Partners	Reduce -55.0%	0.58%	−0.13
DD Dupont DE Nemours Inc.	Reduce -5.7%	0.20%	−0.13
PG The Procter & Gamble Co.	Reduce -63.2%	0.01%	−0.08
NVS Novartis AG-Sponsored ADR	Reduce -85.8%	0.02%	−0.08
BRK.B Berkshire Hathaway Inc. Class B	Reduce -75.0%	0.01%	−0.08
TD Toronto-Dominion Bank	Reduce -98.0%	0.01%	−0.06
GOOG Alphabet Inc. Class C	Reduce -15.4%	2.93%	−0.05
AMZN Amazon.com Inc.	Reduce -15.9%	2.08%	−0.05
SYK Stryker Corp.	Reduce -49.5%	0.06%	−0.01
CARR Carrier Global Corp.	Reduce -84.7%	0.01%	−0.01
CTSH Cognizant Tech Solutions-A	Reduce -95.8%	0.01%	−0.01
GHM Graham Corp.	Reduce -4.5%	0.01%	−0.00
VOD Vodafone Group PLC-SP ADR	Reduce -40.8%	0.01%	−0.00
HWM Howmet Aerospace Inc.	Reduce -63.7%	0.02%	−0.00
OTIS Otis Worldwide Corp.	Reduce -21.8%	0.03%	+0.01
UPS United Parcel Service Class B	Reduce -56.1%	0.05%	+0.01
HI Hillenbrand Inc.	Reduce -33.0%	0.02%	+0.01
CVS CVS Health Corp.	Reduce -31.1%	0.02%	+0.01
WBD Warner Bros Discovery Inc.	Reduce -5.0%	0.06%	+0.06

Portfolio Buys Q4 2024 → Q1 2025


XLRE SS Real Estate Select Sector	Add +1641.7%	11.83%	+11.12
DVYE iShares Emerging Markets Div	Add +23.8%	7.96%	+6.74
RIO Rio Tinto PLC-Spon ADR	Add +77150.0%	6.44%	+6.43
SNA Snap-on Inc.	Add +35967.2%	5.76%	+5.74
IEMG iShares Core MSCI Emerging	Add +827.2%	4.53%	+4.10
LIN Linde PLC	Add +4679.0%	2.30%	+2.27
ORCL Oracle Corp.	Add +1848.3%	1.27%	+1.21
HDV iShares Core High Dividend E	Add +1111.2%	1.09%	+1.03
MRK Merck & Co. Inc.	Add +1134.9%	1.03%	+1.01
VB Vanguard Most SM-Cap ETF-Usd	Add +2616.7%	1.14%	+0.96
ITW Illinois Tool Works	Add +55978.4%	0.97%	+0.95
QCOM Qualcomm Inc.	Add +3777.0%	0.92%	+0.90
VTI VG Morningstar TS MKT ETF-US	Add +2201.4%	1.06%	+0.82
DELL Dell Technologies -C	Add +18732.9%	0.83%	+0.82
GM General Motors Co.	Add +9318.4%	0.83%	+0.81
ECL Ecolab Inc.	Add +27677.8%	0.83%	+0.81
B Barrick Gold Corp.	Add +10194.1%	0.81%	+0.81
UNP Union Pacific Corp.	Add +61054.6%	0.79%	+0.79
MDLZ Mondelez International Inc. Class A	Add +3049.1%	0.66%	+0.64
CME Cme Group Inc.	Add +15213.9%	0.62%	+0.61
AVGO Broadcom Inc.	Add +27096.7%	0.43%	+0.42
DOV Dover Corp.	Add +4768.6%	0.38%	+0.37
TMO Thermo Fisher Scientific Inc.	Add +6773.5%	0.33%	+0.28
FTV Fortive Corp.	Add +3078.9%	0.28%	+0.28
ZBH Zimmer Biomet Holdings Inc.	Add +204.3%	0.28%	+0.23
SCZ iShares MSCI Eafe Small-Cap	Add +109.2%	0.23%	+0.16
MCO Moody's Corp.	Add +4738.5%	0.12%	+0.11
PNC PNC Financial Services Group	Add +422.2%	0.12%	+0.09
MT Arcelormittal-NY Registered	New	0.08%	+0.08
SYY Sysco Corp.	Add +358.3%	0.07%	+0.05
BLK BlackRock Inc.	New	0.03%	+0.03
COST Costco Wholesale Corp.	Add +864.4%	0.01%	+0.00
VZ Verizon Communications Inc.	Add +378.4%	0.01%	+0.00
CHRW C.H. Robinson Worldwide Inc.	Add +36.0%	0.02%	+0.00
EXPD Expeditors Intl Wash Inc.	Add +6.2%	0.01%	−0.00
CL Colgate-Palmolive Co.	Add +1.0%	0.01%	−0.00
HII Huntington Ingalls Industrie	Add +273.2%	0.24%	−0.28
RTX RTX Corp.	Add +25.0%	0.48%	−0.40
PEP Pepsico Inc.	Add +20.6%	0.67%	−0.52
JNJ Johnson & Johnson	Add +17.6%	0.41%	−0.70
BRK.A Berkshire Hathaway Inc. Class A	Add +5643.1%	0.35%	−2.24
XNTK SS SPDR Nyse Tech ETF	Add +12.6%	2.15%	−3.89

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	95	$4.4B	SPDW, XNTK, ITOT, EFV, IDEV
Q1 2026	106	$4.8B	SPDW, ITOT, XNTK, EFV, IDEV
Q4 2025Amended	104	$4.8B	SPDW, ITOT, XNTK, EFV, IDEV
Q3 2025Amended	106	$3.9B	SPDW, ITOT, XNTK, EFV, IDEV
Q2 2025	107	$4.5B	SPDW, ITOT, XNTK, FNDF, EFV
Q1 2025	108	$3.8B	XLRE, DVYE, RIO, SNA, ITOT
Q4 2024	106	$4.4B	SPDW, ITOT, FNDF, XNTK, EFV
Q3 2024	116	$4.1B	SPDW, ITOT, FNDF, XNTK, EFV
Q2 2024	115	$3.8B	SPDW, ITOT, FNDF, XNTK, EFV
Q1 2024	113	$3.8B	SPDW, ITOT, FNDF, XNTK, EFV