Q3 2026 13F · SEC CIK 1964189

Auto-Owners Insurance Co

Insurance companyFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.2B
Reported positions: 78
Top holdings a year, 3 yrs: +20.6%
Average holding period: 3.9 yrs

Auto-Owners Insurance Co is an insurance company that reported 78 positions worth $3.2B in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Spdr Index Shs Fds (SPDW, 18.0%), Ishares Tr (ITOT, 11.3%), Ishares Tr (EFV, 7.4%). 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 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SPDWSpdr Index Shs Fds	18.0%	17.3%	11,452,145	-24.8%	$575.0M
ITOTIshares Tr	11.3%	11.3%	2,165,694	-28.7%	$360.1M
EFVIshares Tr	7.4%	6.8%	2,973,500	-25.0%	$235.3M
XNTKSpdr Series Trust	5.2%	11.4%	431,750	-66.5%	$165.0M
FNDFSchwab Strategic Tr	4.5%	3.2%	2,703,000	+0.0%	$145.3M
IDEVIshares Tr	4.3%	4.8%	1,522,000	-36.9%	$136.2M
BRK-ABerkshire Hathaway Inc Del	3.6%	2.6%	156	+0.0%	$116.5M
VYMVanguard Whitehall Fds	3.5%	2.6%	724,200	+0.0%	$112.4M
IUSVIshares Tr	3.0%	2.1%	864,000	+0.0%	$95.6M
SPYDSpdr Ser Tr	2.9%	2.2%	2,059,700	+0.5%	$93.5M
METAMeta Platforms Inc	2.6%	1.7%	116,813	-14.0%	$84.7M
VBVanguard Index Fds	2.4%	1.7%	265,128	+6.5%	$75.4M
GOOGAlphabet Inc	2.3%	3.7%	219,974	-52.4%	$75.0M
VEAVanguard Ftse Developed Markets Index Fu	2.3%	1.7%	1,045,750	+0.0%	$73.8M
AMZNAmazon Com Inc	2.1%	1.9%	268,463	-25.1%	$66.9M
SPMDSpdr Series Trust	2.0%	1.6%	1,040,000	+0.0%	$65.6M
JNJJohnson & Johnson	1.9%	1.7%	227,662	-25.3%	$60.3M
MSFTMicrosoft Corp	1.7%	0.9%	103,281	-3.4%	$53.0M
DOWDow Hldgs Inc	1.4%	1.0%	1,611,000	+0.0%	$44.4M
PEPPepsico Inc	1.3%	1.0%	329,278	+0.0%	$41.7M
DGROIshares Tr	1.2%	0.9%	514,500	+0.0%	$38.8M
PIIPolaris Inc	1.2%	1.6%	715,000	-30.9%	$37.3M
EPDEnterprise Prods Partners L	1.1%	0.8%	1,000,000	+0.0%	$35.6M
BDXBecton Dickinson & Co	1.0%	0.6%	182,355	+0.0%	$32.6M
OTFBlue Owl Technology Finance	0.9%	0.7%	3,083,763	+0.0%	$30.3M
VWOVanguard Intl Equity Index F	0.9%	1.8%	505,216	-61.5%	$30.0M
VCRVanguard Consumer Discretionary ETF	0.9%	0.7%	80,700	+0.0%	$29.6M
GEVGe Vernova Inc	0.9%	0.8%	30,383	+0.0%	$28.9M
GEGe Aerospace	0.9%	1.0%	89,536	-26.3%	$28.0M
BAXBaxter Intl Inc	0.8%	0.5%	1,050,000	+0.0%	$25.2M
XLRESelect Sector Spdr Tr	0.7%	0.6%	584,048	+0.0%	$23.9M
GEHCGe Healthcare Technologies I	0.7%	0.5%	353,051	+0.0%	$23.1M
IEMGIshares Inc	0.5%	0.7%	200,000	-44.4%	$16.2M
CCLCarnival Corp Ltd	0.5%	—	650,000	—	$16.0M
KHCKraft Heinz Co	0.4%	0.3%	525,731	+0.0%	$11.9M
EQRVivmark Residential	0.3%	—	181,545	—	$11.0M
AMSFAmerisafe Inc	0.3%	0.3%	426,900	+0.0%	$10.1M
MMM3m Co	0.2%	0.2%	47,990	-18.4%	$7.9M
VTIVanguard Index Fds	0.2%	0.2%	21,000	+0.0%	$7.9M
DVYEIshares Inc	0.2%	0.4%	180,000	-64.0%	$6.1M
HMCHonda Motor Co Ltd	0.2%	0.1%	168,150	+0.0%	$5.3M
RTXRtx Corporation	0.2%	0.2%	27,900	-31.4%	$5.2M
SCZIshares Tr	0.2%	—	57,700	—	$4.9M
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	9,619	-0.4%	$4.8M
FMCFmc Corp	0.1%	0.1%	450,000	+0.0%	$4.0M
KOCoca Cola Co	0.1%	—	43,700	—	$3.8M
NVSNovartis AG	0.1%	0.1%	26,347	-21.5%	$3.8M
PGProcter & Gamble Co	0.1%	—	24,769	—	$3.6M
HDVIshares Tr	0.1%	—	119,000	—	$3.3M
MSMMsc Indl Direct Inc	0.1%	—	26,500	—	$3.3M

What Auto-Owners Insurance Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$3.2B	78
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

Questions about Auto-Owners Insurance Co's portfolio

What stocks does Auto-Owners Insurance Co own?

Auto-Owners Insurance Co's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 78 positions worth $3.2B. The largest are Spdr Index Shs Fds (SPDW) at 18.0%, Ishares Tr (ITOT) at 11.3%, Ishares Tr (EFV) at 7.4%, Spdr Series Trust (XNTK) at 5.2% and Schwab Strategic Tr (FNDF) at 4.5%.

What did Auto-Owners Insurance Co buy last quarter?

In Q3 2026, Auto-Owners Insurance Co added Vanguard Index Fds (VB) (+6.5% shares), compared with its Q2 2026 filing.

What did Auto-Owners Insurance Co sell last quarter?

In Q3 2026, Auto-Owners Insurance Co cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 US Bancorp (USB), cut from its top 50 Qnity Electronics Inc Common Stock (Q), cut from its top 50 Truist Finl Corp (TFC), cut from its top 50 AvalonBay Communities Inc (AVB), Spdr Series Trust (XNTK) (-66.5% shares), Ishares Inc (DVYE) (-64.0% shares) and Vanguard Intl Equity Index F (VWO) (-61.5% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.