Filed: 11/17/2025ACC: 0001964189-25-000004
๐ What this filing means
AUTO-OWNERS INSURANCE CO filed this quarterly 13FโHR report disclosing 106 equity positions with a total reported market value of $3.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$3.87B
Total AUM (reported)
50.60M
Total Shares
Allocation by class
COM$664.21M17.1%
PORTFOLIO DEVLPD$651.72M16.8%
CORE MSCI EMKT$361.24M9.3%
NYSE TECH ETF$355.94M9.2%
CORE S&P TTL STK$307.63M7.9%
EAFE VALUE ETF$220.87M5.7%
CL A$130.52M3.4%
Portfolio Concentration
Top 3$1.37B35.3%
4โ10$1.06B27.3%
11โ25$876.47M22.6%
Rest$568.63M14.7%
Top 3 weight
35.3%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 50.60M
Sole
Full voting authority
39.59M
shares
% of voting shares78.2%
Shared
Joint voting authority
11.01M
shares
% of voting shares21.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeSole ยท 78.2% of voting shares
Institutional Holdings106
Rows:
SPDR INDEX SHS FDS
SOLEShares15.23M
TypeSH
Market value$651.72M
16.83%
Sole
10.82M
Shared
4.41M
None
0.00
ISHARES TR
SOLEShares2.48M
TypeSH
Market value$361.24M
9.33%
Sole
2.48M
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares1.31M
TypeSH
Market value$355.94M
9.19%
Sole
1.16M
Shared
149.10K
None
0.00
ISHARES TR
SOLEShares3.90M
TypeSH
Market value$307.63M
7.94%
Sole
3.34M
Shared
557.57K
None
0.00
ISHARES TR
SOLEShares2.85M
TypeSH
Market value$220.87M
5.70%
Sole
2.23M
Shared
625K
None
0.00
SCHWAB STRATEGIC TR
SOLEShares2.70M
TypeSH
Market value$116.13M
3.00%
Sole
1.77M
Shared
937K
None
0.00
ALPHABET INC
SOLEShares467K
TypeSH
Market value$113.74M
2.94%
Sole
361K
Shared
106K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares145.00
TypeSH
Market value$109.36M
2.82%
Sole
145.00
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares724.20K
TypeSH
Market value$102.08M
2.64%
Sole
412.70K
Shared
311.50K
None
0.00
SPDR SERIES TRUST
SOLEShares2.05M
TypeSH
Market value$89.34M
2.31%
Sole
1.36M
Shared
690K
None
0.00
META PLATFORMS INC
SOLEShares115.15K
TypeSH
Market value$84.56M
2.18%
Sole
115.15K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares358.30K
TypeSH
Market value$78.67M
2.03%
Sole
290.30K
Shared
68K
None
0.00
ISHARES TR
SOLEShares829.50K
TypeSH
Market value$71.97M
1.86%
Sole
339.50K
Shared
490K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.31M
TypeSH
Market value$71.01M
1.83%
Sole
826.72K
Shared
484K
None
0.00
VANGUARD INDEX FDS
SOLEShares249.03K
TypeSH
Market value$63.32M
1.63%
Sole
216.43K
Shared
32.60K
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.05M
TypeSH
Market value$62.66M
1.62%
Sole
912.75K
Shared
133K
None
0.00
MICROSOFT CORP
SOLEShares111.60K
TypeSH
Market value$62.60M
1.62%
Sole
89.45K
Shared
22.15K
None
0.00
POLARIS INC
SOLEShares1.03M
TypeSH
Market value$60.16M
1.55%
Sole
1.03M
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares1.04M
TypeSH
Market value$59.49M
1.54%
Sole
750K
Shared
290K
None
0.00
JOHNSON & JOHNSON
SOLEShares286.44K
TypeSH
Market value$53.11M
1.37%
Sole
286.44K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares560K
TypeSH
Market value$52.20M
1.35%
Sole
374K
Shared
186K
None
0.00
PEPSICO INC
SOLEShares315.38K
TypeSH
Market value$44.29M
1.14%
Sole
315.38K
Shared
0.00
None
0.00
DOW INC
SOLEShares1.65M
TypeSH
Market value$39.71M
1.03%
Sole
1.61M
Shared
35.50K
None
0.00
BECTON DICKINSON & CO
SOLEShares154.95K
TypeSH
Market value$37.30M
0.96%
Sole
154.94K
Shared
11.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares313.73K
TypeSH
Market value$35.41M
0.91%
Sole
291.78K
Shared
21.95K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 15.23M | SH | $651.72M 16.83% | 10.82M | 4.41M | 0.00 |
ISHARES TRSOLE | CORE MSCI EMKT | 2.48M | SH | $361.24M 9.33% | 2.48M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | NYSE TECH ETF | 1.31M | SH | $355.94M 9.19% | 1.16M | 149.10K | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 3.90M | SH | $307.63M 7.94% | 3.34M | 557.57K | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 2.85M | SH | $220.87M 5.70% | 2.23M | 625K | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 2.70M | SH | $116.13M 3.00% | 1.77M | 937K | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 467K | SH | $113.74M 2.94% | 361K | 106K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 145.00 | SH | $109.36M 2.82% | 145.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 724.20K | SH | $102.08M 2.64% | 412.70K | 311.50K | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 HI | 2.05M | SH | $89.34M 2.31% | 1.36M | 690K | 0.00 |
META PLATFORMS INCSOLE | COM | 115.15K | SH | $84.56M 2.18% | 115.15K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 358.30K | SH | $78.67M 2.03% | 290.30K | 68K | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 829.50K | SH | $71.97M 1.86% | 339.50K | 490K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.31M | SH | $71.01M 1.83% | 826.72K | 484K | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 249.03K | SH | $63.32M 1.63% | 216.43K | 32.60K | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.05M | SH | $62.66M 1.62% | 912.75K | 133K | 0.00 |
MICROSOFT CORPSOLE | CL A | 111.60K | SH | $62.60M 1.62% | 89.45K | 22.15K | 0.00 |
POLARIS INCSOLE | COM | 1.03M | SH | $60.16M 1.55% | 1.03M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 1.04M | SH | $59.49M 1.54% | 750K | 290K | 0.00 |
JOHNSON & JOHNSONSOLE | EAFE SML CP ETF | 286.44K | SH | $53.11M 1.37% | 286.44K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 560K | SH | $52.20M 1.35% | 374K | 186K | 0.00 |
PEPSICO INCSOLE | COM | 315.38K | SH | $44.29M 1.14% | 315.38K | 0.00 | 0.00 |
DOW INCSOLE | COM | 1.65M | SH | $39.71M 1.03% | 1.61M | 35.50K | 0.00 |
BECTON DICKINSON & COSOLE | CL A | 154.95K | SH | $37.30M 0.96% | 154.94K | 11.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COM | 313.73K | SH | $35.41M 0.91% | 291.78K | 21.95K | 0.00 |
Page 1 of 5
โฆ