Auto-Owners Insurance Co AVB — AVALONBAY CMNTYS INC

Ownership history in Auto-Owners Insurance Co  ·  14 quarters on record

AI Ownership Summary

Auto-Owners Insurance Co reported AVALONBAY CMNTYS INC (AVB) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.37% in 2023 Q4. The latest visible filing shows AVB at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Auto-Owners Insurance Co's position in AVALONBAY CMNTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVB was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVB stock page Auto-Owners Insurance Co fund profile Auto-Owners Insurance Co full holdings
How Auto-Owners Insurance Co held AVB — position size vs. price
% of Fund (quarterly)    AVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 65,000 -11,720,150 -99.4% 0.22% $10.6M 2026-04-10 $169.78
2025 Q4 ADDED — — — 11,785,150 +11,720,150 +18031.0% 0.25% $11.8M 2026-03-09 $174.76
2025 Q3 UNCHANGED — — — 65,000 — 0% 0.32% $12.6M 2025-11-17 $173.89
2025 Q2 ADDED — — — 65,000 +54,800 +537.3% 0.30% $13.2M 2025-08-01 $179.05
2025 Q1 REDUCED 84.3% -4.4% ✅ 10,200 -54,800 -84.3% 0.00% $158K 2025-05-06 $200.07
2024 Q4 UNCHANGED — — — 65,000 — 0% 0.33% $14.3M 2025-02-14 $208.43
2024 Q3 UNCHANGED — — — 65,000 — 0% 0.36% $14.6M 2024-11-12 $218.05
2024 Q2 UNCHANGED — — — 65,000 — 0% 0.36% $13.4M 2024-08-14 $200.72
2024 Q1 UNCHANGED — — — 65,000 — 0% 0.32% $12.1M 2024-05-08 $181.70
2023 Q4 UNCHANGED — — — 65,000 — 0% 0.37% $12.2M 2024-02-13 $158.95
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVB

As of 2026 Q1 — sorted by position size

AEW CAPITAL MANAGEMENT L P 3Y 7Y 6.23% Vert Asset Management LLC 3Y 3.62% Pensionfund PDN 3Y 7Y 2.09% Pensionfund Sabic 3Y 7Y 2.07% Aurora Investment Managers, LLC. 3Y 2.06% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.37% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.97% ADVOCATE GROUP LLC 3Y 0.91% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.89% Taylor Frigon Capital Management LLC 3Y 7Y 0.82%

FAQ About Auto-Owners Insurance Co and AVB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Auto-Owners Insurance Co reported owning AVB?

Auto-Owners Insurance Co reported AVB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVB position in Auto-Owners Insurance Co's portfolio?

The largest reported portfolio weight for AVB was 0.37% in 2023 Q4.

What is the latest reported AVB position on this page?

The most recent filing on this page is 2026 Q1, when Auto-Owners Insurance Co reported 65,000 shares, equal to 0.22% of portfolio, with an estimated market value of $10.6M.

What does the chart on this AVB ownership page compare?

The chart compares Auto-Owners Insurance Co's quarterly AVB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Auto-Owners Insurance Co time their AVB position?

Based on 13F filing dates vs. subsequent AVB price moves, Auto-Owners Insurance Co correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AVB relative to SPY over the holding period was -14.2%.

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