Auto-Owners Insurance Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), Auto-Owners Insurance Co reported 107 stock positions worth $4.5 billion. Its top holding was Ste STR SPDR PT DW Eu ETF (SPDW) at 15.9% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 9.0%) and SS SPDR Nyse Tech ETF (XNTK, 8.0%). Compared with Q1 2025, it sold out of 1, added to 57 and reduced 41. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +241%) and the biggest sale SS Real Estate Select Sector (XLRE, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LANSING, MI
- CIK
- 0001964189
- Portfolio Value
- $4.5B (Q2 2025)
- SEC Filing
- 0001964189-25-000002 ↗ filed Aug 1, 2025
Holdings Value
Holdings 107 stocks · $4.5B
| SPDW Ste STR SPDR PT DW Eu ETF | 15.87% | 17,576,000 | $711.7M | Add +240.8% |
| ITOT iShares Core S&P Total U.S. | 9.02% | 2,993,410 | $404.2M | Add +8.8% |
| XNTK SS SPDR Nyse Tech ETF | 8.05% | 1,520,500 | $360.8M | Add +2.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 7.45% | 8,353,000 | $333.8M | Add +788.6% |
| EFV iShares MSCI Eafe Value ETF | 5.61% | 3,963,000 | $251.6M | Add +296.7% |
| IDEV iShares Core MSCI Dev MKTS | 4.09% | 2,412,000 | $183.5M | Add +359.0% |
| GE General Electric filed as GE AEROSPACE | 2.89% | 502,660 | $129.4M | Add +162.5% |
| META Meta Platforms Inc. Class A | 2.80% | 170,300 | $125.7M | Add +420.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.54% | 156 | $113.7M | Reduce -98.4% |
| GOOG Alphabet Inc. Class C | 2.30% | 580,800 | $103.0M | No change |
| VYM Vanguard High DVD Yield ETF | 2.15% | 724,200 | $96.5M | Add +125.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.94% | 2,050,000 | $86.9M | Add +192.4% |
| IUSV iShares Core S&P U.S. Value | 1.82% | 864,000 | $81.8M | Add +68.2% |
| AMZN Amazon.com Inc. | 1.75% | 358,300 | $78.6M | No change |
| GEV GE Vernova Inc. | 1.48% | 125,661 | $66.5M | Add +281.4% |
| VWO Vanguard Ftse Emerging Marke | 1.45% | 1,310,716 | $64.8M | Add +46.2% |
| VEA Vanguard Ftse Developed ETF | 1.33% | 1,045,750 | $59.6M | Add +418.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.32% | 249,028 | $59.0M | Reduce -72.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.26% | 1,040,000 | $56.6M | Add +248.7% |
| MMM 3M Co. | 1.20% | 354,490 | $54.0M | No change |
| MSFT Microsoft Corp. | 1.19% | 107,545 | $53.5M | Add +486.6% |
| DVYE iShares Emerging Markets Div | 1.12% | 1,750,000 | $50.1M | Reduce -31.7% |
| JNJ Johnson & Johnson | 1.07% | 312,760 | $47.8M | Reduce -21.1% |
| RTX RTX Corp. | 1.04% | 318,319 | $46.5M | Reduce -23.5% |
| HII Huntington Ingalls Industrie | 1.01% | 187,000 | $45.2M | Reduce -58.9% |
| PEP Pepsico Inc. | 0.97% | 329,278 | $43.5M | Reduce -20.4% |
| DOW Dow Inc. | 0.95% | 1,611,000 | $42.7M | Add +44650.0% |
| PII Polaris Inc. | 0.94% | 1,035,000 | $42.1M | Add +13103.2% |
| CSCO Cisco Systems Inc. | 0.91% | 589,140 | $40.9M | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.87% | 550,200 | $38.9M | Add +1475.1% |
| GSK GSK PLC-Spon ADR | 0.79% | 923,000 | $35.4M | Add +73.3% |
| DGRO iShares Core Dividend Growth | 0.73% | 514,500 | $32.9M | Add +126.3% |
| BAX Baxter International Inc. | 0.71% | 1,050,000 | $31.8M | Add +1192.5% |
| BDX Becton Dickinson and Co. | 0.70% | 182,355 | $31.4M | Add +1224.8% |
| EPD Enterprise Products Partners | 0.69% | 1,000,000 | $31.0M | Add +122.2% |
| MSM MSC Industrial Direct Co. Class A | 0.66% | 346,000 | $29.4M | Add +1118.9% |
| VCR Vanguard Consumer Discre ETF | 0.65% | 80,700 | $29.2M | Add +56.0% |
| KOF Coca-Cola Femsa Sab-SP ADR | 0.65% | 300,000 | $29.0M | Add +5257.1% |
| USB US Bancorp | 0.63% | 625,000 | $28.3M | Add +1760.2% |
| DD Dupont DE Nemours Inc. | 0.61% | 401,127 | $27.5M | Add +124.0% |
| GEHC GE Healthcare Technology | 0.58% | 353,051 | $26.2M | Add +803.6% |
| XLRE SS Real Estate Select Sector | 0.54% | 584,048 | $24.2M | Reduce -95.6% |
| IEMG iShares Core MSCI Emerging | 0.48% | 360,000 | $21.6M | Reduce -89.2% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.42% | 655,650 | $18.9M | Add +167.6% |
| FMC FMC Corp. | 0.42% | 450,000 | $18.8M | Add +8.5% |
| AMSF Amerisafe Inc. | 0.42% | 426,900 | $18.7M | No change |
| CCL Carnival Corp. | 0.41% | 650,000 | $18.3M | Add +29.0% |
| KHC The Kraft Heinz Co. | 0.30% | 525,731 | $13.6M | Add +226.5% |
| AVB Avalonbay Communities Inc. | 0.29% | 65,000 | $13.2M | Add +537.3% |
| TFC Truist Financial Corp. | 0.28% | 288,000 | $12.4M | Add +2241.5% |
| INTC Intel Corp. | 0.24% | 490,408 | $11.0M | Add +24.1% |
| K Kellanova | 0.24% | 135,100 | $10.7M | Add +369.1% |
| WDAY Workday Inc. Class A | 0.21% | 40,100 | $9.6M | Add +43.7% |
| ENB Enbridge Inc. | 0.18% | 179,110 | $8.1M | Add +4273.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 21,000 | $6.4M | Reduce -97.5% |
| NVS Novartis AG-Sponsored ADR | 0.12% | 45,143 | $5.5M | Add +606.1% |
| AAPL Apple Inc. | 0.11% | 25,000 | $5.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 9,580 | $4.7M | Add +300.8% |
| T AT&T Inc. | 0.09% | 144,553 | $4.2M | Add +98.0% |
| PG The Procter & Gamble Co. | 0.09% | 26,109 | $4.2M | Add +172.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.08% | 52,300 | $3.8M | Reduce -52.2% |
| TD Toronto-Dominion Bank | 0.08% | 50,875 | $3.7M | Add +4878.0% |
| ORCL Oracle Corp. | 0.08% | 16,187 | $3.5M | Reduce -94.9% |
| SYK Stryker Corp. | 0.07% | 8,293 | $3.3M | Add +97.9% |
| HDV iShares Core High Dividend E | 0.06% | 23,800 | $2.8M | Reduce -91.7% |
| AMAT Applied Materials Inc. | 0.05% | 13,000 | $2.4M | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.05% | 22,350 | $2.0M | Reduce -67.1% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 4,190 | $1.7M | Reduce -98.5% |
| LIN Linde PLC | 0.03% | 3,100 | $1.5M | Reduce -97.9% |
| HWM Howmet Aerospace Inc. | 0.03% | 7,033 | $1.3M | Add +175.8% |
| BLK BlackRock Inc. | 0.03% | 1,200 | $1.3M | Reduce -87.2% |
| QCOM Qualcomm Inc. | 0.03% | 7,839 | $1.2M | Reduce -97.4% |
| UPS United Parcel Service Class B | 0.03% | 12,300 | $1.2M | Add +127.8% |
| ABT Abbott Laboratories | 0.03% | 8,358 | $1.1M | No change |
| ECL Ecolab Inc. | 0.02% | 3,600 | $970K | Reduce -99.6% |
| CARR Carrier Global Corp. | 0.02% | 12,787 | $936K | Add +552.7% |
| PNC PNC Financial Services Group | 0.02% | 5,000 | $932K | Reduce -80.8% |
| SNA Snap-on Inc. | 0.02% | 2,975 | $926K | Reduce -99.7% |
| CHRW C.H. Robinson Worldwide Inc. | 0.02% | 9,400 | $902K | Reduce -26.5% |
| SYY Sysco Corp. | 0.02% | 11,100 | $841K | Reduce -78.2% |
| CTSH Cognizant Tech Solutions-A | 0.02% | 10,232 | $798K | Add +2279.5% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 10,600 | $715K | Reduce -96.8% |
| DOV Dover Corp. | 0.02% | 3,900 | $715K | Reduce -98.0% |
| AVGO Broadcom Inc. | 0.01% | 2,390 | $659K | Reduce -99.6% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 5,400 | $642K | No change |
| OTIS Otis Worldwide Corp. | 0.01% | 6,393 | $633K | Add +27.9% |
| ITW Illinois Tool Works | 0.01% | 2,550 | $630K | Reduce -99.8% |
| MRK Merck & Co. Inc. | 0.01% | 7,300 | $578K | Reduce -91.9% |
| RIO Rio Tinto PLC-Spon ADR | 0.01% | 9,600 | $560K | Reduce -99.9% |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 48,000 | $551K | Add +47.2% |
| GHM Graham Corp. | 0.01% | 11,000 | $545K | Add +4.8% |
| CME Cme Group Inc. | 0.01% | 1,959 | $540K | Reduce -99.3% |
| CL Colgate-Palmolive Co. | 0.01% | 5,600 | $509K | Reduce -1.0% |
| DELL Dell Technologies -C | 0.01% | 4,147 | $508K | Reduce -99.5% |
| GM General Motors Co. | 0.01% | 9,800 | $482K | Reduce -98.9% |
| MCO Moody's Corp. | 0.01% | 933 | $468K | Reduce -97.9% |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 4,095 | $468K | Reduce -5.9% |
| VZ Verizon Communications Inc. | 0.01% | 10,033 | $434K | Reduce -79.1% |
| COST Costco Wholesale Corp. | 0.01% | 430 | $426K | Reduce -89.6% |
| VOD Vodafone Group PLC-SP ADR | 0.01% | 39,733 | $423K | Add +68.9% |
Portfolio Sells Q1 2025 → Q2 2025
| XLRE SS Real Estate Select Sector | Reduce -95.6% | 0.54% | −11.29 |
| DVYE iShares Emerging Markets Div | Reduce -31.7% | 1.12% | −6.84 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -99.9% | 0.01% | −6.43 |
| SNA Snap-on Inc. | Reduce -99.7% | 0.02% | −5.74 |
| IEMG iShares Core MSCI Emerging | Reduce -89.2% | 0.48% | −4.05 |
| LIN Linde PLC | Reduce -97.9% | 0.03% | −2.27 |
| ORCL Oracle Corp. | Reduce -94.9% | 0.08% | −1.19 |
| HDV iShares Core High Dividend E | Reduce -91.7% | 0.06% | −1.03 |
| MRK Merck & Co. Inc. | Reduce -91.9% | 0.01% | −1.01 |
| ITW Illinois Tool Works | Reduce -99.8% | 0.01% | −0.95 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -97.5% | 0.14% | −0.92 |
| QCOM Qualcomm Inc. | Reduce -97.4% | 0.03% | −0.90 |
| DELL Dell Technologies -C | Reduce -99.5% | 0.01% | −0.82 |
| GM General Motors Co. | Reduce -98.9% | 0.01% | −0.82 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.81 |
| ECL Ecolab Inc. | Reduce -99.6% | 0.02% | −0.81 |
| UNP Union Pacific Corp. | Reduce -99.8% | 0.01% | −0.79 |
| MDLZ Mondelez International Inc. Class A | Reduce -96.8% | 0.02% | −0.64 |
| CME Cme Group Inc. | Reduce -99.3% | 0.01% | −0.61 |
| AVGO Broadcom Inc. | Reduce -99.6% | 0.01% | −0.41 |
| DOV Dover Corp. | Reduce -98.0% | 0.02% | −0.37 |
| TMO Thermo Fisher Scientific Inc. | Reduce -98.5% | 0.04% | −0.29 |
| FTV Fortive Corp. | Reduce -96.8% | 0.01% | −0.28 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -67.1% | 0.05% | −0.24 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -52.2% | 0.08% | −0.15 |
| MCO Moody's Corp. | Reduce -97.9% | 0.01% | −0.11 |
| PNC PNC Financial Services Group | Reduce -80.8% | 0.02% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -3.5% | 0.91% | −0.09 |
| MT Arcelormittal-NY Registered | Reduce -94.1% | 0.01% | −0.08 |
| SYY Sysco Corp. | Reduce -78.2% | 0.02% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -89.6% | 0.01% | −0.00 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -26.5% | 0.02% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -79.1% | 0.01% | −0.00 |
| EXPD Expeditors Intl Wash Inc. | Reduce -5.9% | 0.01% | +0.00 |
| BLK BlackRock Inc. | Reduce -87.2% | 0.03% | +0.00 |
| CL Colgate-Palmolive Co. | Reduce -1.0% | 0.01% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -72.7% | 1.32% | +0.17 |
| PEP Pepsico Inc. | Reduce -20.4% | 0.97% | +0.30 |
| RTX RTX Corp. | Reduce -23.5% | 1.04% | +0.56 |
| JNJ Johnson & Johnson | Reduce -21.1% | 1.07% | +0.65 |
| HII Huntington Ingalls Industrie | Reduce -58.9% | 1.01% | +0.77 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -98.4% | 2.54% | +2.19 |
Portfolio Buys Q1 2025 → Q2 2025
| SPDW Ste STR SPDR PT DW Eu ETF | Add +240.8% | 15.87% | +10.51 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +788.6% | 7.45% | +6.52 |
| XNTK SS SPDR Nyse Tech ETF | Add +2.7% | 8.05% | +5.90 |
| EFV iShares MSCI Eafe Value ETF | Add +296.7% | 5.61% | +3.72 |
| ITOT iShares Core S&P Total U.S. | Add +8.8% | 9.02% | +3.54 |
| IDEV iShares Core MSCI Dev MKTS | Add +359.0% | 4.09% | +3.20 |
| META Meta Platforms Inc. Class A | Add +420.0% | 2.80% | +2.45 |
| GE General Electric | Add +162.5% | 2.89% | +1.50 |
| GEV GE Vernova Inc. | Add +281.4% | 1.48% | +1.29 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +192.4% | 1.94% | +1.11 |
| VYM Vanguard High DVD Yield ETF | Add +125.2% | 2.15% | +1.08 |
| MSFT Microsoft Corp. | Add +486.6% | 1.19% | +1.01 |
| DOW Dow Inc. | Add +44650.0% | 0.95% | +0.93 |
| PII Polaris Inc. | Add +13103.2% | 0.94% | +0.91 |
| KO The Coca-Cola Co. | Add +1475.1% | 0.87% | +0.80 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +248.7% | 1.26% | +0.79 |
| KOF Coca-Cola Femsa Sab-SP ADR | Add +5257.1% | 0.65% | +0.63 |
| MSM MSC Industrial Direct Co. Class A | Add +1118.9% | 0.66% | +0.56 |
| IUSV iShares Core S&P U.S. Value | Add +68.2% | 1.82% | +0.55 |
| VCR Vanguard Consumer Discre ETF | Add +56.0% | 0.65% | +0.54 |
| GEHC GE Healthcare Technology | Add +803.6% | 0.58% | +0.51 |
| VEA Vanguard Ftse Developed ETF | Add +418.5% | 1.33% | +0.48 |
| USB US Bancorp | Add +1760.2% | 0.63% | +0.42 |
| DD Dupont DE Nemours Inc. | Add +124.0% | 0.61% | +0.41 |
| GSK GSK PLC-Spon ADR | Add +73.3% | 0.79% | +0.38 |
| DGRO iShares Core Dividend Growth | Add +126.3% | 0.73% | +0.36 |
| AVB Avalonbay Communities Inc. | Add +537.3% | 0.29% | +0.29 |
| TFC Truist Financial Corp. | Add +2241.5% | 0.28% | +0.24 |
| BAX Baxter International Inc. | Add +1192.5% | 0.71% | +0.22 |
| ENB Enbridge Inc. | Add +4273.9% | 0.18% | +0.17 |
| KHC The Kraft Heinz Co. | Add +226.5% | 0.30% | +0.16 |
| K Kellanova | Add +369.1% | 0.24% | +0.15 |
| EPD Enterprise Products Partners | Add +122.2% | 0.69% | +0.11 |
| NVS Novartis AG-Sponsored ADR | Add +606.1% | 0.12% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +300.8% | 0.10% | +0.09 |
| WDAY Workday Inc. Class A | Add +43.7% | 0.21% | +0.09 |
| PG The Procter & Gamble Co. | Add +172.0% | 0.09% | +0.08 |
| TD Toronto-Dominion Bank | Add +4878.0% | 0.08% | +0.08 |
| SYK Stryker Corp. | Add +97.9% | 0.07% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +175.8% | 0.03% | +0.01 |
| CARR Carrier Global Corp. | Add +552.7% | 0.02% | +0.01 |
| CTSH Cognizant Tech Solutions-A | Add +2279.5% | 0.02% | +0.01 |
| GHM Graham Corp. | Add +4.8% | 0.01% | +0.00 |
| VOD Vodafone Group PLC-SP ADR | Add +68.9% | 0.01% | +0.00 |
| CVS CVS Health Corp. | Add +45.0% | 0.01% | −0.01 |
| OTIS Otis Worldwide Corp. | Add +27.9% | 0.01% | −0.01 |
| HI Hillenbrand Inc. | Add +49.3% | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Add +127.8% | 0.03% | −0.02 |
| WBD Warner Bros Discovery Inc. | Add +5.3% | 0.01% | −0.06 |
| WBA Walgreens Boots Alliance Inc. | Add +47.2% | 0.01% | −0.22 |
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 |