State Farm Mutual Automobile Insurance Co.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), State Farm Mutual Automobile Insurance Co. reported 123 stock positions worth $111.1 billion. Its top holding was Eli Lilly (LLY) at 8.9% of the portfolio, followed by Caterpillar (CAT, 5.9%) and Illinois Tool Works (ITW, 5.1%). Compared with Q4 2023, it opened 1 new position and reduced 12. The biggest buy was a new position in Weave Communications (WEAV) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IL
CIK
0000315032
Portfolio Value
$111.1B (Q1 2024)
SEC Filing
0000315032-24-000028 ↗ filed May 14, 2024

Holdings Value

0$50.0B$100.0B$150.0B Q1 2024: $111.1B $111.1B Q1 2024 Q2 2024: $110.8B Q2 2024 Q3 2024: $115.2B Q3 2024 Q4 2024: $109.8B Q4 2024 Q1 2025: $108.9B Q1 2025 Q2 2025: $113.1B Q2 2025 Q3 2025: $119.9B Q3 2025 Q4 2025: $127.3B Q4 2025 Q1 2026: $126.9B Q1 2026 Q2 2026: $146.1B Q2 2026

Holdings 123 stocks · $111.1B
LLY Eli Lilly & Co. 8.86% 12,646,138 $9.8B Reduce -22.7%
CAT Caterpillar Inc. 5.86% 17,761,276 $6.5B No change
ITW Illinois Tool Works 5.08% 21,029,900 $5.6B No change
JNJ Johnson & Johnson 4.51% 31,675,492 $5.0B No change
NUE Nucor Corp. 4.42% 24,834,478 $4.9B Reduce -0.9%
MSFT Microsoft Corp. 4.12% 10,868,911 $4.6B No change
AAPL Apple Inc. 3.97% 25,717,494 $4.4B Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.47% 31,524,081 $3.9B Reduce -2.0%
XOM Exxon Mobil Corp. 3.19% 30,520,300 $3.5B No change
APD Air Products & Chemicals Inc. 2.68% 12,301,990 $3.0B No change
ADM Archer-Daniels-Midland Co. 2.65% 46,796,552 $2.9B No change
ZTS Zoetis Inc. 2.46% 16,151,379 $2.7B Reduce -1.2%
ASML ASML Holding NV-NY Reg SHS 2.41% 2,758,173 $2.7B No change
VMC Vulcan Materials Co. 2.38% 9,666,685 $2.6B No change
WFC Wells Fargo & Co. 2.37% 45,375,042 $2.6B Reduce -0.8%
PG The Procter & Gamble Co. 2.31% 15,800,799 $2.6B No change
WMT Walmart Inc. 2.13% 39,249,150 $2.4B No change
CVX Chevron Corp. 1.89% 13,334,215 $2.1B No change
INTU Intuit Inc. 1.79% 3,058,534 $2.0B No change
MRK Merck & Co. Inc. 1.64% 13,794,969 $1.8B No change
GOOGL Alphabet Inc. Class A 1.46% 10,777,820 $1.6B No change
ABT Abbott Laboratories 1.39% 13,587,118 $1.5B No change
PFE Pfizer Inc. 1.36% 54,508,560 $1.5B No change
MKC McCormick & Co.-Non VTG SHRS 1.16% 16,715,600 $1.3B No change
DE Deere & Co. 1.09% 2,951,534 $1.2B No change
INTC Intel Corp. 1.06% 26,736,304 $1.2B No change
KO The Coca-Cola Co. 1.00% 18,227,000 $1.1B No change
ABBV Abbvie Inc. 0.98% 5,992,843 $1.1B Reduce -3.4%
KLAC KLA Corp. 0.89% 1,420,145 $992.1M No change
ADP Automatic Data Processing 0.84% 3,741,745 $934.5M No change
META Meta Platforms Inc. Class A 0.84% 1,923,525 $934.0M Reduce -1.1%
ADT Adt Inc. 0.81% 133,333,333 $896.0M No change
MMM 3M Co. 0.79% 8,277,120 $878.0M Reduce -1.6%
NVO Novo-Nordisk A/S-Spons ADR 0.71% 6,142,778 $788.7M No change
AMGN Amgen Inc. 0.70% 2,715,656 $772.1M No change
TXN Texas Instruments Inc. 0.69% 4,402,785 $767.0M No change
GATX Gatx Corp. 0.68% 5,661,288 $758.8M No change
UNP Union Pacific Corp. 0.67% 3,018,016 $742.2M No change
PEP Pepsico Inc. 0.66% 4,160,441 $728.1M No change
DCI Donaldson Co. Inc. 0.64% 9,563,586 $714.2M No change
GE General Electric 0.63% 3,987,464 $699.9M No change
RIO Rio Tinto PLC-Spon ADR 0.63% 10,931,820 $696.8M No change
ATR Aptargroup Inc. 0.61% 4,744,564 $682.7M No change
EMR Emerson Electric Co. 0.60% 5,838,867 $662.2M No change
CL Colgate-Palmolive Co. 0.55% 6,730,570 $606.1M No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.54% 4,122,590 $599.6M No change
RNR Renaissancere Holdings Ltd. 0.51% 2,399,303 $563.9M No change
A Agilent Technologies Inc. 0.50% 3,825,278 $556.6M No change
GLW Corning Inc. 0.43% 14,528,900 $478.9M No change
HGTY Hagerty Inc. Class A 0.41% 50,000,000 $457.5M No change
CTVA Corteva Inc. 0.40% 7,634,624 $440.3M No change
T AT&T Inc. 0.38% 24,167,315 $425.3M No change
VZ Verizon Communications Inc. 0.37% 9,710,284 $407.4M No change
ANET Arista Networks Inc. 0.37% 1,404,807 $407.4M No change
AMZN Amazon.com Inc. 0.36% 2,246,620 $405.2M No change
NTRS Northern Trust Corp. 0.35% 4,409,919 $392.1M No change
HP Helmerich & Payne 0.31% 8,257,200 $347.3M No change
UL Unilever PLC 0.31% 6,887,758 $345.7M No change
DUK Duke Energy Corp. 0.31% 3,569,308 $345.2M No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.30% 3,821,419 $328.6M No change
V Visa Inc. Class A 0.29% 1,158,711 $323.4M No change
GOOG Alphabet Inc. Class C 0.29% 2,099,766 $319.7M No change
MDT Medtronic PLC 0.28% 3,622,141 $315.7M No change
USB US Bancorp 0.27% 6,719,795 $300.4M No change
SYY Sysco Corp. 0.25% 3,443,431 $279.5M No change
DOW Dow Inc. 0.25% 4,816,352 $279.0M No change
CTRA Coterra Energy Inc. 0.24% 9,706,118 $270.6M No change
BAX Baxter International Inc. 0.24% 6,225,060 $266.1M No change
ADBE Adobe Inc. 0.17% 377,702 $190.6M Reduce -2.3%
ECL Ecolab Inc. 0.15% 745,584 $172.2M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.15% 168,458 $171.4M No change
WST West Pharmaceutical Services 0.14% 388,239 $153.6M No change
HNI Hni Corp. 0.13% 3,259,255 $147.1M No change
K Kellanova 0.12% 2,416,261 $138.4M No change
VCIT Vanguard Int-Term Corporate 0.12% 1,612,000 $129.8M No change
BDX Becton Dickinson and Co. 0.11% 508,249 $125.8M No change
SHEL Shell PLC-ADR 0.11% 1,858,028 $124.6M No change
GEHC GE Healthcare Technology 0.11% 1,329,153 $120.8M No change
FAST Fastenal Co. 0.10% 1,413,894 $109.1M No change
CTAS Cintas Corp. 0.09% 153,512 $105.5M No change
IEX Idex Corp. 0.07% 335,939 $82.0M No change
BHP BHP Group Ltd.-Spon ADR 0.07% 1,348,932 $77.8M No change
ENB Enbridge Inc. 0.07% 2,128,637 $77.0M No change
PPG PPG Industries Inc. 0.06% 458,725 $66.5M No change
CPB The Campbell's Company filed as CAMPBELL SOUP CO 0.05% 1,329,295 $59.1M Reduce -41.0%
APH Amphenol Corp. Class A 0.05% 493,778 $57.0M No change
MTD Mettler-Toledo International 0.05% 41,482 $55.2M No change
NDSN Nordson Corp. 0.05% 186,321 $51.2M No change
GGG Graco Inc. 0.04% 535,086 $50.0M No change
LRCX Lam Research Corp. 0.04% 45,536 $44.2M No change
WAT Waters Corp. 0.04% 121,095 $41.7M No change
SSD Simpson Manufacturing Co. Inc. 0.03% 181,873 $37.3M No change
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 680,000 $35.1M No change
ISRG Intuitive Surgical Inc. 0.03% 85,617 $34.2M No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 325,500 $25.2M No change
DO Diamond Offshore Drilling Inc. 0.02% 1,825,922 $24.9M No change
AMD Advanced Micro Devices 0.02% 132,436 $23.9M Reduce -15.9%
TECH Bio-Techne Corp. 0.02% 321,384 $22.6M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 295,500 $15.2M No change
EXAS Exact Sciences Corp. 0.01% 170,500 $11.8M No change

Show all 123 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -0.3% 3.97% −0.81
ZTS Zoetis Inc. Reduce -1.2% 2.46% −0.64
LLY Eli Lilly & Co. Reduce -22.7% 8.86% −0.31
MMM 3M Co. Reduce -1.6% 0.79% −0.09
ADBE Adobe Inc. Reduce -2.3% 0.17% −0.05
CPB The Campbell's Company Reduce -41.0% 0.05% −0.04
AMD Advanced Micro Devices Reduce -15.9% 0.02% −0.00
ABBV Abbvie Inc. Reduce -3.4% 0.98% +0.06
META Meta Platforms Inc. Class A Reduce -1.1% 0.84% +0.18
WFC Wells Fargo & Co. Reduce -0.8% 2.37% +0.20
NUE Nucor Corp. Reduce -0.9% 4.42% +0.23
DIS The Walt Disney Co. Reduce -2.0% 3.47% +0.68

Portfolio Buys Q4 2023 → Q1 2024
WEAV Weave Communications Inc. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 107$146.1BCAT, LLY, JNJ, AAPL, ITW
Q1 2026 113$126.9BCAT, LLY, JNJ, AAPL, ITW
Q4 2025 115$127.3BLLY, CAT, JNJ, AAPL, ITW
Q3 2025 115$119.9BLLY, CAT, AAPL, JNJ, ITW
Q2 2025 120$113.1BLLY, CAT, MSFT, ITW, AAPL
Q1 2025 122$108.9BLLY, CAT, AAPL, JNJ, ITW
Q4 2024 122$109.8BLLY, CAT, AAPL, ITW, MSFT
Q3 2024 108$115.2BLLY, CAT, AAPL, ITW, JNJ
Q2 2024 124$110.8BLLY, CAT, AAPL, ITW, MSFT
Q1 2024 123$111.1BLLY, CAT, ITW, JNJ, NUE