AUTO-OWNERS INSURANCE CO

Filed: 8/1/2025ACC: 0001964189-25-000002

📋 What this filing means

AUTO-OWNERS INSURANCE CO filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $4.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

107

Positions

$4.48B

Total AUM (reported)

64.41M

Total Shares

Allocation by class

COM$855.13M19.1%

PORTFOLIO DEVLPD$711.65M15.9%

CORE S&P TTL STK$404.23M9.0%

NYSE TECH ETF$360.78M8.0%

FUNDAMENTAL INTL$333.83M7.4%

CL A$279.94M6.2%

EAFE VALUE ETF$251.57M5.6%

Portfolio Concentration

Top 3$1.48B32.9%

4–10$1.24B27.7%

11–25$947.39M21.1%

Rest$818.96M18.3%

Top 3 weight

32.9%

Top 10 weight

60.6%

Voting Authority Distribution

Total shares with voting rights: 64.41M

Sole

Full voting authority

53.40M

% of voting shares82.9%

Shared

Joint voting authority

11.01M

% of voting shares17.1%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole107

Shared0

Other0

Dominant voting typeSole · 82.9% of voting shares

Institutional Holdings107

Rows:

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares17.58M

TypeSH

Market value$711.65M

15.87%

Sole

13.17M

Shared

4.41M

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares2.99M

TypeSH

Market value$404.23M

9.02%

Sole

2.44M

Shared

557.57K

None

0.00

SPDR SER TR

SOLE

NYSE TECH ETF

Shares1.52M

TypeSH

Market value$360.78M

8.05%

Sole

1.37M

Shared

149.10K

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares8.35M

TypeSH

Market value$333.83M

7.45%

Sole

7.42M

Shared

937K

None

0.00

ISHARES TR

SOLE

EAFE VALUE ETF

Shares3.96M

TypeSH

Market value$251.57M

5.61%

Sole

3.34M

Shared

625K

None

0.00

ISHARES TR

SOLE

CORE MSCI INTL

Shares2.41M

TypeSH

Market value$183.46M

4.09%

Sole

2.23M

Shared

186K

None

0.00

GE AEROSPACE

SOLE

COM NEW

Shares502.66K

TypeSH

Market value$129.38M

2.89%

Sole

414.85K

Shared

87.81K

None

0.00

META PLATFORMS INC

SOLE

CL A

Shares170.30K

TypeSH

Market value$125.70M

2.80%

Sole

148.15K

Shared

22.15K

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares156.00

TypeSH

Market value$113.69M

2.54%

Sole

145.00

Shared

11.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares580.80K

TypeSH

Market value$103.03M

2.30%

Sole

474.80K

Shared

106K

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares724.20K

TypeSH

Market value$96.54M

2.15%

Sole

412.70K

Shared

311.50K

None

0.00

SPDR SER TR

SOLE

PRTFLO S&P500 HI

Shares2.05M

TypeSH

Market value$86.94M

1.94%

Sole

1.36M

Shared

690K

None

0.00

ISHARES TR

SOLE

CORE S&P US VLU

Shares864K

TypeSH

Market value$81.78M

1.82%

Sole

374K

Shared

490K

None

0.00

AMAZON COM INC

SOLE

COM

Shares358.30K

TypeSH

Market value$78.61M

1.75%

Sole

290.30K

Shared

68K

None

0.00

GE VERNOVA INC

SOLE

COM

Shares125.66K

TypeSH

Market value$66.49M

1.48%

Sole

103.71K

Shared

21.95K

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares1.31M

TypeSH

Market value$64.83M

1.45%

Sole

826.72K

Shared

484K

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.05M

TypeSH

Market value$59.62M

1.33%

Sole

912.75K

Shared

133K

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares249.03K

TypeSH

Market value$59.01M

1.32%

Sole

216.43K

Shared

32.60K

None

0.00

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares1.04M

TypeSH

Market value$56.56M

1.26%

Sole

750K

Shared

290K

None

0.00

3M CO

SOLE

COM

Shares354.49K

TypeSH

Market value$53.97M

1.20%

Sole

322.39K

Shared

32.10K

None

0.00

MICROSOFT CORP

SOLE

COM

Shares107.55K

TypeSH

Market value$53.49M

1.19%

Sole

90.14K

Shared

17.40K

None

0.00

ISHARES INC

SOLE

EM MKTS DIV ETF

Shares1.75M

TypeSH

Market value$50.14M

1.12%

Sole

1.43M

Shared

320K

None

0.00

JOHNSON & JOHNSON

SOLE

COM

Shares312.76K

TypeSH

Market value$47.77M

1.07%

Sole

288.26K

Shared

24.50K

None

0.00

RTX CORPORATION

SOLE

COM

Shares318.32K

TypeSH

Market value$46.48M

1.04%

Sole

303.92K

Shared

14.40K

None

0.00

HUNTINGTON INGALLS INDS INC

SOLE

COM

Shares187K

TypeSH

Market value$45.15M

1.01%

Sole

187K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	17.58M	SH	$711.65M 15.87%	13.17M	4.41M
ISHARES TRSOLE	CORE S&P TTL STK	2.99M	SH	$404.23M 9.02%	2.44M	557.57K
SPDR SER TRSOLE	NYSE TECH ETF	1.52M	SH	$360.78M 8.05%	1.37M	149.10K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	8.35M	SH	$333.83M 7.45%	7.42M	937K
ISHARES TRSOLE	EAFE VALUE ETF	3.96M	SH	$251.57M 5.61%	3.34M	625K
ISHARES TRSOLE	CORE MSCI INTL	2.41M	SH	$183.46M 4.09%	2.23M	186K
GE AEROSPACESOLE	COM NEW	502.66K	SH	$129.38M 2.89%	414.85K	87.81K
META PLATFORMS INCSOLE	CL A	170.30K	SH	$125.70M 2.80%	148.15K	22.15K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	156.00	SH	$113.69M 2.54%	145.00	11.00
ALPHABET INCSOLE	CAP STK CL C	580.80K	SH	$103.03M 2.30%	474.80K	106K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	724.20K	SH	$96.54M 2.15%	412.70K	311.50K
SPDR SER TRSOLE	PRTFLO S&P500 HI	2.05M	SH	$86.94M 1.94%	1.36M	690K
ISHARES TRSOLE	CORE S&P US VLU	864K	SH	$81.78M 1.82%	374K	490K
AMAZON COM INCSOLE	COM	358.30K	SH	$78.61M 1.75%	290.30K	68K
GE VERNOVA INCSOLE	COM	125.66K	SH	$66.49M 1.48%	103.71K	21.95K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	1.31M	SH	$64.83M 1.45%	826.72K	484K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.05M	SH	$59.62M 1.33%	912.75K	133K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	249.03K	SH	$59.01M 1.32%	216.43K	32.60K
SPDR SER TRSOLE	PORTFOLIO S&P400	1.04M	SH	$56.56M 1.26%	750K	290K
3M COSOLE	COM	354.49K	SH	$53.97M 1.20%	322.39K	32.10K
MICROSOFT CORPSOLE	COM	107.55K	SH	$53.49M 1.19%	90.14K	17.40K
ISHARES INCSOLE	EM MKTS DIV ETF	1.75M	SH	$50.14M 1.12%	1.43M	320K
JOHNSON & JOHNSONSOLE	COM	312.76K	SH	$47.77M 1.07%	288.26K	24.50K
RTX CORPORATIONSOLE	COM	318.32K	SH	$46.48M 1.04%	303.92K	14.40K
HUNTINGTON INGALLS INDS INCSOLE	COM	187K	SH	$45.15M 1.01%	187K	0.00

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