Filed: 2/14/2025ACC: 0001964188-25-000003
📋 What this filing means
AUTO-OWNERS INSURANCE CO filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $4.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$4.40B
Total AUM (reported)
72.45M
Total Shares
Allocation by class
COM$782.33M17.8%
PORTFOLIO DEVLPD$750.28M17.1%
CORE S&P TTL STK$423.60M9.6%
FUNDAMENTAL INTL$308.30M7.0%
CL A$266.85M6.1%
NYSE TECH ETF$265.43M6.0%
EAFE VALUE ETF$240.73M5.5%
Portfolio Concentration
Top 3$1.48B33.7%
4–10$1.18B26.8%
11–25$1.01B23.1%
Rest$722.63M16.4%
Top 3 weight
33.7%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 72.45M
Sole
Full voting authority
61.63M
shares
% of voting shares85.1%
Shared
Joint voting authority
10.82M
shares
% of voting shares14.9%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeSole · 85.1% of voting shares
Institutional Holdings106
Rows:
SPDR INDEX SHS FDS
SOLEShares21.98M
TypeSH
Market value$750.28M
17.06%
Sole
17.58M
Shared
4.41M
None
0.00
ISHARES TR
SOLEShares3.29M
TypeSH
Market value$423.60M
9.63%
Sole
2.77M
Shared
525.57K
None
0.00
SCHWAB STRATEGIC TR
SOLEShares9.29M
TypeSH
Market value$308.30M
7.01%
Sole
8.35M
Shared
937K
None
0.00
SPDR SER TR
SOLEShares1.32M
TypeSH
Market value$265.43M
6.03%
Sole
1.19M
Shared
121.10K
None
0.00
ISHARES TR
SOLEShares4.59M
TypeSH
Market value$240.73M
5.47%
Sole
3.96M
Shared
625K
None
0.00
ISHARES TR
SOLEShares2.60M
TypeSH
Market value$167.44M
3.81%
Sole
2.41M
Shared
186K
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares1.04M
TypeSH
Market value$132.14M
3.00%
Sole
724.20K
Shared
311.50K
None
0.00
ALPHABET INC
SOLEShares686.80K
TypeSH
Market value$130.79M
2.97%
Sole
580.80K
Shared
106K
None
0.00
ISHARES TR
SOLEShares1.35M
TypeSH
Market value$125.22M
2.85%
Sole
864K
Shared
490K
None
0.00
SPDR SER TR
SOLEShares2.74M
TypeSH
Market value$118.15M
2.69%
Sole
2.05M
Shared
690K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares167.00
TypeSH
Market value$113.71M
2.58%
Sole
156.00
Shared
11.00
None
0.00
META PLATFORMS INC
SOLEShares192.45K
TypeSH
Market value$112.68M
2.56%
Sole
170.30K
Shared
22.15K
None
0.00
GE AEROSPACE
SOLEShares590.47K
TypeSH
Market value$98.48M
2.24%
Sole
502.66K
Shared
87.81K
None
0.00
AMAZON COM INC
SOLEShares426.30K
TypeSH
Market value$93.53M
2.13%
Sole
358.30K
Shared
68K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.79M
TypeSH
Market value$79.04M
1.80%
Sole
1.31M
Shared
484K
None
0.00
SPDR SER TR
SOLEShares1.33M
TypeSH
Market value$72.72M
1.65%
Sole
1.04M
Shared
290K
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.18M
TypeSH
Market value$56.37M
1.28%
Sole
1.05M
Shared
133K
None
0.00
ISHARES INC
SOLEShares2.07M
TypeSH
Market value$53.47M
1.22%
Sole
1.75M
Shared
320K
None
0.00
MICROSOFT CORP
SOLEShares124.94K
TypeSH
Market value$52.66M
1.20%
Sole
107.55K
Shared
17.40K
None
0.00
PEPSICO INC
SOLEShares343.18K
TypeSH
Market value$52.18M
1.19%
Sole
329.28K
Shared
13.90K
None
0.00
3M CO
SOLEShares386.59K
TypeSH
Market value$49.90M
1.13%
Sole
354.49K
Shared
32.10K
None
0.00
JOHNSON & JOHNSON
SOLEShares337.26K
TypeSH
Market value$48.77M
1.11%
Sole
312.76K
Shared
24.50K
None
0.00
GE VERNOVA INC
SOLEShares147.61K
TypeSH
Market value$48.55M
1.10%
Sole
125.66K
Shared
21.95K
None
0.00
ISHARES TR
SOLEShares689.50K
TypeSH
Market value$42.29M
0.96%
Sole
514.50K
Shared
175K
None
0.00
CISCO SYS INC
SOLEShares674.34K
TypeSH
Market value$39.92M
0.91%
Sole
589.14K
Shared
85.20K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 21.98M | SH | $750.28M 17.06% | 17.58M | 4.41M | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 3.29M | SH | $423.60M 9.63% | 2.77M | 525.57K | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 9.29M | SH | $308.30M 7.01% | 8.35M | 937K | 0.00 |
SPDR SER TRSOLE | NYSE TECH ETF | 1.32M | SH | $265.43M 6.03% | 1.19M | 121.10K | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 4.59M | SH | $240.73M 5.47% | 3.96M | 625K | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 2.60M | SH | $167.44M 3.81% | 2.41M | 186K | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 1.04M | SH | $132.14M 3.00% | 724.20K | 311.50K | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 686.80K | SH | $130.79M 2.97% | 580.80K | 106K | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 1.35M | SH | $125.22M 2.85% | 864K | 490K | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 HI | 2.74M | SH | $118.15M 2.69% | 2.05M | 690K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 167.00 | SH | $113.71M 2.58% | 156.00 | 11.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 192.45K | SH | $112.68M 2.56% | 170.30K | 22.15K | 0.00 |
GE AEROSPACESOLE | COM NEW | 590.47K | SH | $98.48M 2.24% | 502.66K | 87.81K | 0.00 |
AMAZON COM INCSOLE | COM | 426.30K | SH | $93.53M 2.13% | 358.30K | 68K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.79M | SH | $79.04M 1.80% | 1.31M | 484K | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P400 | 1.33M | SH | $72.72M 1.65% | 1.04M | 290K | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.18M | SH | $56.37M 1.28% | 1.05M | 133K | 0.00 |
ISHARES INCSOLE | EM MKTS DIV ETF | 2.07M | SH | $53.47M 1.22% | 1.75M | 320K | 0.00 |
MICROSOFT CORPSOLE | COM | 124.94K | SH | $52.66M 1.20% | 107.55K | 17.40K | 0.00 |
PEPSICO INCSOLE | COM | 343.18K | SH | $52.18M 1.19% | 329.28K | 13.90K | 0.00 |
3M COSOLE | COM | 386.59K | SH | $49.90M 1.13% | 354.49K | 32.10K | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 337.26K | SH | $48.77M 1.11% | 312.76K | 24.50K | 0.00 |
GE VERNOVA INCSOLE | COM | 147.61K | SH | $48.55M 1.10% | 125.66K | 21.95K | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 689.50K | SH | $42.29M 0.96% | 514.50K | 175K | 0.00 |
CISCO SYS INCSOLE | COM | 674.34K | SH | $39.92M 0.91% | 589.14K | 85.20K | 0.00 |
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