Filed: 5/6/2025ACC: 0001964189-25-000001
๐ What this filing means
AUTO-OWNERS INSURANCE CO filed this quarterly 13FโHR report disclosing 108 equity positions with a total reported market value of $3.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$3.78B
Total AUM (reported)
61.71M
Total Shares
Allocation by class
COM$1.09B28.9%
RL EST SEL SEC$447.05M11.8%
EM MKTS DIV ETF$300.61M8.0%
SPONSORED ADR$259.51M6.9%
CORE S&P TTL STK$206.77M5.5%
PORTFOLIO DEVLPD$202.49M5.4%
CORE MSCI EMKT$171.10M4.5%
Portfolio Concentration
Top 3$990.95M26.2%
4โ10$1.10B29.0%
11โ25$807.08M21.4%
Rest$884.33M23.4%
Top 3 weight
26.2%
Top 10 weight
55.2%
Voting Authority Distribution
Total shares with voting rights: 61.71M
Sole
Full voting authority
50.88M
shares
% of voting shares82.4%
Shared
Joint voting authority
10.83M
shares
% of voting shares17.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeSole ยท 82.4% of voting shares
Institutional Holdings108
Rows:
SELECT SECTOR SPDR TR
SOLEShares13.35M
TypeSH
Market value$447.05M
11.83%
Sole
13.17M
Shared
182.52K
None
0.00
ISHARES INC
SOLEShares2.56M
TypeSH
Market value$300.61M
7.96%
Sole
2.24M
Shared
320K
None
0.00
RIO TINTO PLC
SOLEShares7.42M
TypeSH
Market value$243.29M
6.44%
Sole
7.42M
Shared
0.00
None
0.00
SNAP ON INC
SOLEShares1.07M
TypeSH
Market value$217.76M
5.76%
Sole
1.07M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.75M
TypeSH
Market value$206.77M
5.47%
Sole
2.23M
Shared
525.57K
None
0.00
SPDR INDEX SHS FDS
SOLEShares5.16M
TypeSH
Market value$202.49M
5.36%
Sole
750K
Shared
4.41M
None
0.00
ISHARES INC
SOLEShares3.34M
TypeSH
Market value$171.10M
4.53%
Sole
3.34M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares580.80K
TypeSH
Market value$110.61M
2.93%
Sole
474.80K
Shared
106K
None
0.00
BECTON DICKINSON & CO
SOLEShares13.77K
TypeSH
Market value$100.56M
2.66%
Sole
145.00
Shared
13.62K
None
0.00
LINDE PLC
SOLEShares148.15K
TypeSH
Market value$86.95M
2.30%
Sole
148.15K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares1.48M
TypeSH
Market value$81.07M
2.15%
Sole
1.36M
Shared
121.10K
None
0.00
AMAZON COM INC
SOLEShares358.30K
TypeSH
Market value$78.61M
2.08%
Sole
290.30K
Shared
68K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares896.70K
TypeSH
Market value$74.14M
1.96%
Sole
412.70K
Shared
484K
None
0.00
ISHARES TR
SOLEShares999K
TypeSH
Market value$71.45M
1.89%
Sole
374K
Shared
625K
None
0.00
FMC CORP
SOLEShares414.85K
TypeSH
Market value$66.26M
1.75%
Sole
414.85K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares191.52K
TypeSH
Market value$52.21M
1.38%
Sole
103.71K
Shared
87.81K
None
0.00
ORACLE CORP
SOLEShares315.38K
TypeSH
Market value$47.99M
1.27%
Sole
315.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares513.80K
TypeSH
Market value$47.96M
1.27%
Sole
23.80K
Shared
490K
None
0.00
3M CO
SOLEShares354.49K
TypeSH
Market value$45.76M
1.21%
Sole
322.39K
Shared
32.10K
None
0.00
VANGUARD INDEX FDS
SOLEShares912.75K
TypeSH
Market value$43.25M
1.14%
Sole
912.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares288.26K
TypeSH
Market value$41.17M
1.09%
Sole
288.26K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares321.53K
TypeSH
Market value$40.57M
1.07%
Sole
10.03K
Shared
311.50K
None
0.00
VANGUARD INDEX FDS
SOLEShares842.32K
TypeSH
Market value$40.11M
1.06%
Sole
826.72K
Shared
15.60K
None
0.00
MERCK & CO INC
SOLEShares90.14K
TypeSH
Market value$38.80M
1.03%
Sole
90.14K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares610.70K
TypeSH
Market value$37.74M
1.00%
Sole
525.50K
Shared
85.20K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SELECT SECTOR SPDR TRSOLE | RL EST SEL SEC | 13.35M | SH | $447.05M 11.83% | 13.17M | 182.52K | 0.00 |
ISHARES INCSOLE | EM MKTS DIV ETF | 2.56M | SH | $300.61M 7.96% | 2.24M | 320K | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 7.42M | SH | $243.29M 6.44% | 7.42M | 0.00 | 0.00 |
SNAP ON INCSOLE | COM | 1.07M | SH | $217.76M 5.76% | 1.07M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 2.75M | SH | $206.77M 5.47% | 2.23M | 525.57K | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 5.16M | SH | $202.49M 5.36% | 750K | 4.41M | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 3.34M | SH | $171.10M 4.53% | 3.34M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 580.80K | SH | $110.61M 2.93% | 474.80K | 106K | 0.00 |
BECTON DICKINSON & COSOLE | COM | 13.77K | SH | $100.56M 2.66% | 145.00 | 13.62K | 0.00 |
LINDE PLCSOLE | SHS | 148.15K | SH | $86.95M 2.30% | 148.15K | 0.00 | 0.00 |
SPDR SER TRSOLE | NYSE TECH ETF | 1.48M | SH | $81.07M 2.15% | 1.36M | 121.10K | 0.00 |
AMAZON COM INCSOLE | COM | 358.30K | SH | $78.61M 2.08% | 290.30K | 68K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 896.70K | SH | $74.14M 1.96% | 412.70K | 484K | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 999K | SH | $71.45M 1.89% | 374K | 625K | 0.00 |
FMC CORPSOLE | COM NEW | 414.85K | SH | $66.26M 1.75% | 414.85K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 191.52K | SH | $52.21M 1.38% | 103.71K | 87.81K | 0.00 |
ORACLE CORPSOLE | COM | 315.38K | SH | $47.99M 1.27% | 315.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 513.80K | SH | $47.96M 1.27% | 23.80K | 490K | 0.00 |
3M COSOLE | COM | 354.49K | SH | $45.76M 1.21% | 322.39K | 32.10K | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 912.75K | SH | $43.25M 1.14% | 912.75K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 288.26K | SH | $41.17M 1.09% | 288.26K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 321.53K | SH | $40.57M 1.07% | 10.03K | 311.50K | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 842.32K | SH | $40.11M 1.06% | 826.72K | 15.60K | 0.00 |
MERCK & CO INCSOLE | COM | 90.14K | SH | $38.80M 1.03% | 90.14K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 610.70K | SH | $37.74M 1.00% | 525.50K | 85.20K | 0.00 |
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