Auto-Owners Insurance Co

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 10, 2026), Auto-Owners Insurance Co reported 106 stock positions worth $4.8 billion. Its top holding was Ste STR SPDR PT DW Eu ETF (SPDW) at 18.8% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 10.7%) and SS SPDR Nyse Tech ETF (XNTK, 7.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 3 and reduced 7. The biggest buy was a new position in Qnity Electronics (Q) and the biggest sale Alphabet Class C (GOOG, shares −0%).

Most Recent 13F
Q2 2026
Location
LANSING, MI
CIK
0001964189
Portfolio Value
$4.8B (Q1 2026)
SEC Filing
0001964189-26-000003 ↗ filed Apr 10, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $3.8B Q1 2024 Q2 2024: $3.8B Q2 2024 Q3 2024: $4.1B Q3 2024 Q4 2024: $4.4B Q4 2024 Q1 2025: $3.8B Q1 2025 Q2 2025: $4.5B Q2 2025 Q3 2025: $3.9B Q3 2025 Q4 2025: $4.8B Q4 2025 Q1 2026: $4.8B $4.8B Q1 2026 Q2 2026: $4.4B Q2 2026

Holdings 106 stocks · $4.8B
SPDW Ste STR SPDR PT DW Eu ETF 18.77% 19,637,666 $896.5M No change
ITOT iShares Core S&P Total U.S. 10.72% 3,595,344 $512.1M No change
XNTK SS SPDR Nyse Tech ETF 7.79% 1,456,600 $371.8M No change
EFV iShares MSCI Eafe Value ETF 7.14% 4,588,000 $341.1M No change
IDEV iShares Core MSCI Dev MKTS 4.55% 2,598,000 $217.1M No change
FNDF Schwab Fndmn Intl LRG Co. ETF 3.66% 3,640,000 $174.7M No change
GOOG Alphabet Inc. Class C 3.44% 573,045 $164.4M Reduce -0.0%
VYM Vanguard High DVD Yield ETF 3.21% 1,035,700 $153.4M No change
IUSV iShares Core S&P U.S. Value 2.90% 1,354,000 $138.6M No change
SPYD SS SPDR P S&P 500 Hi Div ETF 2.61% 2,740,000 $124.8M No change
BRK.A Berkshire Hathaway Inc. Class A 2.51% 167 $119.9M No change
VWO Vanguard Ftse Emerging Marke 2.03% 1,794,716 $97.0M No change
META Meta Platforms Inc. Class A 1.91% 159,493 $91.3M Reduce -0.0%
AMZN Amazon.com Inc. 1.86% 426,508 $88.8M Reduce 0.0%
JNJ Johnson & Johnson 1.72% 335,440 $82.0M No change
SPMD SS SPDR P S&P 400 Midcap ETF 1.65% 1,330,000 $78.7M No change
VEA Vanguard Ftse Developed ETF 1.58% 1,178,750 $75.5M No change
VB Vanguard Most SM-Cap ETF-Usd 1.54% 281,628 $73.8M No change
DOW Dow Inc. filed as DOW HLDGS INC 1.41% 1,611,000 $67.1M No change
GE General Electric filed as GE AEROSPACE 1.27% 213,360 $60.5M No change
PII Polaris Inc. 1.18% 1,035,000 $56.4M No change
PEP Pepsico Inc. 1.12% 343,178 $53.3M No change
CSCO Cisco Systems Inc. 1.10% 674,531 $52.3M Add +0.0%
DGRO iShares Core Dividend Growth 1.01% 689,500 $48.4M No change
GEV GE Vernova Inc. 0.97% 53,335 $46.6M No change
MSFT Microsoft Corp. 0.96% 124,303 $46.0M Reduce 0.0%
EPD Enterprise Products Partners 0.79% 1,000,000 $37.8M No change
VCR Vanguard Consumer Discre ETF 0.70% 92,700 $33.3M No change
BDX Becton Dickinson and Co. 0.69% 209,775 $33.0M No change
USB US Bancorp 0.68% 625,000 $32.5M No change
XLRE SS Real Estate Select Sector 0.66% 766,565 $31.3M No change
GEHC GE Healthcare Technology 0.62% 414,321 $29.5M No change
DVYE iShares Emerging Markets Div 0.59% 820,000 $28.2M No change
Q Qnity Electronics Inc. 0.53% 218,313 $25.2M New
IEMG iShares Core MSCI Emerging 0.53% 360,000 $25.1M No change
DD Dupont DE Nemours Inc. 0.42% 436,627 $20.0M No change
BAX Baxter International Inc. 0.37% 1,050,000 $17.6M No change
CCL Carnival Corp. 0.35% 650,000 $16.8M No change
KHC The Kraft Heinz Co. 0.32% 679,464 $15.3M No change
AMSF Amerisafe Inc. 0.30% 426,900 $14.2M No change
TFC Truist Financial Corp. 0.28% 288,000 $13.2M No change
MMM 3M Co. 0.28% 90,890 $13.2M No change
VTI VG Morningstar TS MKT ETF-US 0.25% 36,600 $11.7M No change
RTX RTX Corp. 0.22% 55,087 $10.6M No change
AVB Avalonbay Communities Inc. 0.22% 65,000 $10.6M No change
ENB Enbridge Inc. 0.20% 179,110 $9.7M No change
WAT Waters Corp. 0.18% 28,387 $8.5M New
FMC FMC Corp. 0.16% 450,000 $7.7M No change
HMC Honda Motor Co. Ltd.-Spons ADR 0.15% 291,150 $7.1M No change
WDAY Workday Inc. Class A 0.13% 47,600 $6.2M Reduce -0.1%
KO The Coca-Cola Co. 0.11% 68,400 $5.2M No change
NVS Novartis AG-Sponsored ADR 0.11% 33,570 $5.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.10% 9,658 $4.6M Reduce -0.0%
AMAT Applied Materials Inc. 0.09% 13,070 $4.5M Reduce -0.3%
SCZ iShares MSCI Eafe Small-Cap 0.09% 52,300 $4.1M No change
TD Toronto-Dominion Bank 0.08% 42,096 $3.9M No change
INTC Intel Corp. 0.08% 88,908 $3.9M No change
AAPL Apple Inc. 0.08% 14,818 $3.8M No change
PG The Procter & Gamble Co. 0.07% 24,769 $3.6M No change
MSM MSC Industrial Direct Co. Class A 0.07% 38,700 $3.6M No change
HDV iShares Core High Dividend E 0.07% 23,800 $3.2M No change
SYK Stryker Corp. 0.06% 8,293 $2.7M No change
ORCL Oracle Corp. 0.04% 14,500 $2.1M No change
TMO Thermo Fisher Scientific Inc. 0.04% 4,190 $2.1M No change
ZBH Zimmer Biomet Holdings Inc. 0.04% 22,350 $2.0M No change
HWM Howmet Aerospace Inc. 0.03% 7,033 $1.6M No change
CHRW C.H. Robinson Worldwide Inc. 0.03% 9,400 $1.6M No change
LIN Linde PLC 0.03% 3,111 $1.5M Add +0.3%
UPS United Parcel Service Class B 0.03% 12,300 $1.2M No change
BLK BlackRock Inc. 0.02% 1,200 $1.2M No change
AEM Agnico Eagle Mines Ltd. 0.02% 5,400 $1.1M No change
SNA Snap-on Inc. 0.02% 2,975 $1.1M No change
PNC PNC Financial Services Group 0.02% 5,000 $1.0M No change
QCOM Qualcomm Inc. 0.02% 7,839 $1.0M No change
ECL Ecolab Inc. 0.02% 3,600 $958K No change
RIO Rio Tinto PLC-Spon ADR 0.02% 9,600 $896K No change
MRK Merck & Co. Inc. 0.02% 7,300 $878K No change
T AT&T Inc. 0.02% 30,053 $871K Add +36.3%
GHM Graham Corp. 0.02% 11,000 $868K No change
ABT Abbott Laboratories 0.02% 8,358 $858K No change
DOV Dover Corp. 0.02% 3,900 $813K No change
SYY Sysco Corp. 0.02% 11,100 $792K No change
AVGO Broadcom Inc. 0.02% 2,390 $740K No change
GM General Motors Co. 0.02% 9,800 $730K No change
CARR Carrier Global Corp. 0.02% 12,787 $720K No change
DELL Dell Technologies -C 0.01% 4,147 $681K No change
ITW Illinois Tool Works 0.01% 2,550 $664K No change
WBD Warner Bros Discovery Inc. 0.01% 23,527 $646K No change
CTSH Cognizant Tech Solutions-A 0.01% 10,232 $628K No change
MDLZ Mondelez International Inc. Class A 0.01% 10,600 $611K No change
VOD Vodafone Group PLC-SP ADR 0.01% 39,733 $597K No change
EXPD Expeditors Intl Wash Inc. 0.01% 4,095 $587K No change
CME Cme Group Inc. 0.01% 1,959 $579K No change
VZ Verizon Communications Inc. 0.01% 10,033 $504K No change
OTIS Otis Worldwide Corp. 0.01% 6,393 $493K No change
CL Colgate-Palmolive Co. 0.01% 5,600 $477K No change
MT Arcelormittal-NY Registered 0.01% 8,066 $419K No change
CVS CVS Health Corp. 0.01% 5,811 $417K No change
B Barrick Mining Corp. 0.01% 10,200 $416K No change
ADI Analog Devices Inc. 0.01% 1,275 $406K No change

Show all 106 holdings

Portfolio Sells Q4 2025 → Q1 2026
GOOG Alphabet Inc. Class C Reduce -0.0% 3.44% −0.33
META Meta Platforms Inc. Class A Reduce -0.0% 1.91% −0.30
MSFT Microsoft Corp. Reduce 0.0% 0.96% −0.30
AMZN Amazon.com Inc. Reduce 0.0% 1.86% −0.21
WDAY Workday Inc. Class A Reduce -0.1% 0.13% −0.09
HI Hillenbrand Inc. Sold out 0.00% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.0% 0.10% −0.01
AMAT Applied Materials Inc. Reduce -0.3% 0.09% +0.02

Portfolio Buys Q4 2025 → Q1 2026
Q Qnity Electronics Inc. New 0.53% +0.53
WAT Waters Corp. New 0.18% +0.18
T AT&T Inc. Add +36.3% 0.02% +0.01
CSCO Cisco Systems Inc. Add +0.0% 1.10% +0.01
LIN Linde PLC Add +0.3% 0.03% +0.00
FLS Flowserve Corp. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 95$4.4BSPDW, XNTK, ITOT, EFV, IDEV
Q1 2026 106$4.8BSPDW, ITOT, XNTK, EFV, IDEV
Q4 2025Amended 104$4.8BSPDW, ITOT, XNTK, EFV, IDEV
Q3 2025Amended 106$3.9BSPDW, ITOT, XNTK, EFV, IDEV
Q2 2025 107$4.5BSPDW, ITOT, XNTK, FNDF, EFV
Q1 2025 108$3.8BXLRE, DVYE, RIO, SNA, ITOT
Q4 2024 106$4.4BSPDW, ITOT, FNDF, XNTK, EFV
Q3 2024 116$4.1BSPDW, ITOT, FNDF, XNTK, EFV
Q2 2024 115$3.8BSPDW, ITOT, FNDF, XNTK, EFV
Q1 2024 113$3.8BSPDW, ITOT, FNDF, XNTK, EFV