Auto-Owners Insurance Co

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Auto-Owners Insurance Co maintained a portfolio of 107 distinct positions. The most significant new addition to the portfolio was QNITY ELECTRONICS IN, which now represents 0.53% of the total fund value. Conversely, Auto-Owners Insurance Co completely exited their position in BERKSHIRE HATHAWAY I.
PCA Score Concentration Risk
Risk ENB
Total Positions
107
Quarter
2026 Q1
Top Holding
SPDW (18.8%)
Top 10 Concentration
64.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 107
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPDW
SPDR INDEX SHS ...
ETF 18.77% 18.31% #1
Prev: #1
6.0 -852,471,081 -97.7%
P
S
19,637,666 $896,459,453 2022 Q4 13F Filing 2026-03-31 2026-04-10
ITOT
ISHARES TR
ETF 10.72% 11.22% #2
Prev: #2
5.5 -530,996,356 -99.3%
P
S
3,595,344 $512,084,847 2022 Q4 13F Filing 2026-03-31 2026-04-10
XNTK
SPDR SERIES TRU...
Unknown 7.79% 8.50% #3
Prev: #3
4.1 -403,303,408 -99.6%
P
S
1,456,600 $371,840,848 2022 Q4 13F Filing 2026-03-31 2026-04-10
EFV
ISHARES TR
ETF 7.14% 6.88% #4
Prev: #4
3.4 -323,041,080 -98.6%
P
S
4,588,000 $341,117,800 2022 Q4 13F Filing 2026-03-31 2026-04-10
IDEV
ISHARES TR
Bond/Debt 4.55% 4.50% #5
Prev: #5
2.3 -211,737,000 -98.8%
P
S
2,598,000 $217,062,900 2022 Q4 13F Filing 2026-03-31 2026-04-10
FNDF
SCHWAB STRATEGI...
Bond/Debt 3.66% 3.46% #6 1
Prev: #7
1.5 -161,015,400 -97.8%
P
S
3,640,000 $174,738,200 2022 Q4 13F Filing 2026-03-31 2026-04-10
GOOG
ALPHABET INC
Communication Services 3.44% 3.78% #7 1
Prev: #6
1.4 -179,263,231 -99.7%
P
S
573,045 $164,383,694 2022 Q4 13F Filing 2026-03-31 2026-04-10
VYM
VANGUARD WHITEH...
ETF 3.21% 3.12% #8
Prev: #8
1.3 -147,607,964 -99.3%
P
S
1,035,700 $153,387,170 2022 Q4 13F Filing 2026-03-31 2026-04-10
IUSV
ISHARES TR
ETF 2.90% 2.92% #9
Prev: #9
1.2 -137,607,020 -99.0%
P
S
1,354,000 $138,649,600 2022 Q4 13F Filing 2026-03-31 2026-04-10
SPYD
SPDR SERIES TRU...
ETF 2.61% 2.50% #10 1
Prev: #11
1.0 -116,107,500 -97.7%
P
S
2,740,000 $124,834,400 2022 Q4 13F Filing 2026-03-31 2026-04-10
BRK/A
BERKSHIRE HATHA...
Financial Services 2.51% 2.65% #11 1
Prev: #10
1.0 -126,051,433 -100.0%
P
S
167 $119,929,380 2022 Q4 13F Filing 2026-03-31 2026-04-10
VWO
VANGUARD INTL E...
ETF 2.03% 2.03% #12 2
Prev: #14
0.8 -94,689,216 -98.1%
P
S
1,794,716 $97,004,400 2022 Q4 13F Filing 2026-03-31 2026-04-10
META
META PLATFORMS ...
Communication Services 1.91% 2.21% #13 1
Prev: #12
0.8 -105,132,784 -99.8%
P
S
159,493 $91,250,731 2022 Q4 13F Filing 2026-03-31 2026-04-10
AMZN
AMAZON COM INC
Consumer Cyclical 1.86% 2.07% #14 1
Prev: #13
0.7 -98,022,377 -99.6%
P
S
426,508 $88,828,821 2022 Q4 13F Filing 2026-03-31 2026-04-10
JNJ
JOHNSON & JOHNS...
Healthcare 1.72% 1.46% #15 3
Prev: #18
0.7 -69,083,868 -99.5%
P
S
335,440 $81,994,954 2022 Q4 13F Filing 2026-03-31 2026-04-10
SPMD
SPDR SERIES TRU...
ETF 1.65% 1.62% #16 1
Prev: #15
0.7 -75,703,600 -98.3%
P
S
1,330,000 $78,722,700 2022 Q4 13F Filing 2026-03-31 2026-04-10
VEA
VANGUARD TAX-MA...
ETF 1.58% 1.55% #17 1
Prev: #16
0.6 -72,457,763 -98.4%
P
S
1,178,750 $75,534,300 2022 Q4 13F Filing 2026-03-31 2026-04-10
VB
VANGUARD INDEX ...
ETF 1.54% 1.53% #18 1
Prev: #17
0.6 -72,364,315 -99.6%
P
S
281,628 $73,764,006 2022 Q4 13F Filing 2026-03-31 2026-04-10
DOW
DOW INC
Basic Materials 1.41% 0.79% #19 7
Prev: #26
0.6 -36,054,180 -95.7%
P
S
1,611,000 $67,098,150 2024 Q4 13F Filing 2026-03-31 2026-04-10
GE
GE AEROSPACE
Industrials 1.27% 1.38% #20 1
Prev: #19
0.5 -65,507,921 -99.7%
P
S
213,360 $60,545,168 2022 Q4 13F Filing 2026-03-31 2026-04-10
PII
POLARIS INC
Consumer Cyclical 1.18% 1.37% #21 1
Prev: #20
0.5 -64,428,750 -98.4%
P
S
1,035,000 $56,407,500 2024 Q4 13F Filing 2026-03-31 2026-04-10
PEP
PEPSICO INC
Consumer Defensive 1.12% 1.03% #22 1
Prev: #23
0.4 -48,909,729 -99.3%
P
S
343,178 $53,292,112 2022 Q4 13F Filing 2026-03-31 2026-04-10
CSCO
CISCO SYS INC
Technology 1.10% 1.09% #23 1
Prev: #22
0.4 -51,277,890 -98.7%
P
S
674,531 $52,336,860 2022 Q4 13F Filing 2026-03-31 2026-04-10
DGRO
ISHARES TR
Warrant 1.01% 1.00% #24
Prev: #24
0.4 -47,175,590 -98.6%
P
S
689,500 $48,389,110 2022 Q4 13F Filing 2026-03-31 2026-04-10
GEV
GE VERNOVA INC
Industrials 0.97% 0.73% #25 3
Prev: #28
0.4 -34,804,821 -99.8%
P
S
53,335 $46,556,122 2024 Q2 13F Filing 2026-03-31 2026-04-10
MSFT
MICROSOFT CORP
Technology 0.96% 1.26% #26 5
Prev: #21
0.4 -59,992,081 -99.8%
P
S
124,303 $46,013,242 2022 Q4 13F Filing 2026-03-31 2026-04-10
EPD
ENTERPRISE PROD...
Energy 0.79% 0.67% #27 4
Prev: #31
0.3 -31,060,000 -96.9%
P
S
1,000,000 $37,840,000 2022 Q4 13F Filing 2026-03-31 2026-04-10
VCR
VANGUARD WORLD ...
ETF 0.70% 0.77% #28 1
Prev: #27
0.3 -36,627,624 -99.7%
P
S
92,700 $33,276,519 2022 Q4 13F Filing 2026-03-31 2026-04-10
BDX
BECTON DICKINSO...
Healthcare 0.69% 0.85% #29 4
Prev: #25
0.3 -40,501,260 -99.5%
P
S
209,775 $32,982,923 2022 Q4 13F Filing 2026-03-31 2026-04-10
USB
US BANCORP DEL
Financial Services 0.68% 0.70% #30
Prev: #30
0.3 -32,725,000 -98.1%
P
S
625,000 $32,506,250 2022 Q4 13F Filing 2026-03-31 2026-04-10
XLRE
SELECT SECTOR S...
ETF 0.66% 0.65% #31 1
Prev: #32
0.3 -30,160,500 -97.5%
P
S
766,565 $31,314,180 2022 Q4 13F Filing 2026-03-31 2026-04-10
GEHC
GE HEALTHCARE T...
Healthcare 0.62% 0.71% #32 3
Prev: #29
0.2 -33,568,289 -98.8%
P
S
414,321 $29,491,370 2023 Q1 13F Filing 2026-03-31 2026-04-10
DVYE
ISHARES INC
ETF 0.59% 0.54% #33
Prev: #33
0.2 -24,731,200 -96.8%
P
S
820,000 $28,191,600 2022 Q4 13F Filing 2026-03-31 2026-04-10
Q
QNITY ELECTRONI...
Technology 0.53% #34
Prev: #—
3.7 218,313 no change
NEW
218,313 $25,188,954 2026 Q1 13F Filing 2026-03-31 2026-04-10
IEMG
ISHARES INC
ETF 0.53% 0.51% #35 1
Prev: #34
0.2 -23,839,200 -98.5%
P
S
360,000 $25,110,000 2022 Q4 13F Filing 2026-03-31 2026-04-10
DD
DUPONT DE NEMOU...
Basic Materials 0.42% 0.37% #36 1
Prev: #37
0.2 -17,115,778 -97.5%
P
S
436,627 $19,997,517 2022 Q4 13F Filing 2026-03-31 2026-04-10
BAX
BAXTER INTL INC
Healthcare 0.37% 0.42% #37 2
Prev: #35
0.1 -19,015,500 -94.8%
P
S
1,050,000 $17,640,000 2024 Q4 13F Filing 2026-03-31 2026-04-10
CCL
CARNIVAL CORP
Consumer Cyclical 0.35% 0.42% #38 2
Prev: #36
0.1 -19,201,000 -96.7%
P
S
650,000 $16,822,000 2022 Q4 13F Filing 2026-03-31 2026-04-10
KHC
KRAFT HEINZ CO
Consumer Defensive 0.32% 0.35% #39 1
Prev: #38
0.1 -15,797,538 -95.9%
P
S
679,464 $15,281,145 2022 Q4 13F Filing 2026-03-31 2026-04-10
AMSF
AMERISAFE INC
Financial Services 0.30% 0.34% #40 1
Prev: #39
0.1 -15,970,329 -97.4%
P
S
426,900 $14,228,577 2024 Q2 13F Filing 2026-03-31 2026-04-10
TFC
TRUIST FINL COR...
Financial Services 0.28% 0.30% #41
Prev: #41
0.1 -13,884,480 -98.0%
P
S
288,000 $13,239,360 2023 Q2 13F Filing 2026-03-31 2026-04-10
MMM
3M CO
Industrials 0.28% 0.31% #42 2
Prev: #40
0.1 -14,460,599 -99.4%
P
S
90,890 $13,199,955 2022 Q4 13F Filing 2026-03-31 2026-04-10
VTI
VANGUARD INDEX ...
ETF 0.25% 0.26% #43 1
Prev: #42
0.1 -12,234,282 -99.7%
P
S
36,600 $11,741,646 2022 Q4 13F Filing 2026-03-31 2026-04-10
RTX
RTX CORPORATION
Industrials 0.22% 0.21% #44 1
Prev: #45
0.1 -10,047,869 -99.5%
P
S
55,087 $10,626,282 2022 Q4 13F Filing 2026-03-31 2026-04-10
AVB
AVALONBAY CMNTY...
Real Estate 0.22% 0.25% #45 2
Prev: #43
0.1 -11,720,150 -99.4%
P
S
65,000 $10,617,750 2022 Q4 13F Filing 2026-03-31 2026-04-10
ENB
ENBRIDGE INC
Energy 0.20% 0.18% #46 1
Prev: #47
0.1 -8,387,721 -97.9%
P
S
179,110 $9,697,015 2022 Q4 13F Filing 2026-03-31 2026-04-10
WAT
WATERS CORP
Healthcare 0.18% #47
Prev: #—
3.6 28,387 no change
NEW
28,387 $8,453,652 2026 Q1 13F Filing 2026-03-31 2026-04-10
FMC
FMC CORP
Basic Materials 0.16% 0.13% #48
Prev: #48
0.1 -5,791,500 -92.8%
P
S
450,000 $7,749,000 2024 Q4 13F Filing 2026-03-31 2026-04-10
HMC
HONDA MOTOR LTD
Consumer Cyclical 0.15% 0.18% #49 3
Prev: #46
0.1 -8,291,952 -96.6%
P
S
291,150 $7,077,857 2022 Q4 13F Filing 2026-03-31 2026-04-10
WDAY
WORKDAY INC
Technology 0.13% 0.21% #50 6
Prev: #44
0.1 -10,183,016 -99.5%
P
S
47,600 $6,184,192 2022 Q4 13F Filing 2026-03-31 2026-04-10
Showing 1-50 of 107 holdings

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