Filed: 3/9/2026ACC: 0001964189-26-000001
📋 What this filing means
AUTO-OWNERS INSURANCE CO filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $4.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$4.76B
Total AUM (reported)
4.76B
Total Shares
Allocation by class
PORTFOLIO DEVLPD$872.11M18.3%
COM$719.55M15.1%
CORE S&P TTL STK$534.59M11.2%
NYSE TECH ETF$404.76M8.5%
EAFE VALUE ETF$327.63M6.9%
CL A$246.25M5.2%
CORE MSCI INTL$214.34M4.5%
Portfolio Concentration
Top 3$1.81B38.0%
4–10$1.30B27.3%
11–25$1.09B22.9%
Rest$558.53M11.7%
Top 3 weight
38.0%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 61.29M
Sole
Full voting authority
50.31M
shares
% of voting shares82.1%
Shared
Joint voting authority
10.97M
shares
% of voting shares17.9%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole104
Shared0
Other0
Dominant voting typeSole · 82.1% of voting shares
Institutional Holdings104
Rows:
SPDR INDEX SHS FDS
SOLEShares872.11M
TypeSH
Market value$872.11M
18.31%
Sole
15.23M
Shared
4.41M
None
0.00
ISHARES TR
SOLEShares534.59M
TypeSH
Market value$534.59M
11.22%
Sole
3.04M
Shared
557.57K
None
0.00
SPDR SERIES TRUST
SOLEShares404.76M
TypeSH
Market value$404.76M
8.50%
Sole
1.31M
Shared
149.10K
None
0.00
ISHARES TR
SOLEShares327.63M
TypeSH
Market value$327.63M
6.88%
Sole
3.96M
Shared
625K
None
0.00
ISHARES TR
SOLEShares214.34M
TypeSH
Market value$214.34M
4.50%
Sole
2.41M
Shared
186K
None
0.00
ALPHABET INC
SOLEShares179.84M
TypeSH
Market value$179.84M
3.78%
Sole
467.09K
Shared
106K
None
0.00
SCHWAB STRATEGIC TR
SOLEShares164.66M
TypeSH
Market value$164.66M
3.46%
Sole
2.70M
Shared
937K
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares148.64M
TypeSH
Market value$148.64M
3.12%
Sole
724.20K
Shared
311.50K
None
0.00
ISHARES TR
SOLEShares138.96M
TypeSH
Market value$138.96M
2.92%
Sole
864K
Shared
490K
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares126.05M
TypeSH
Market value$126.05M
2.65%
Sole
156.00
Shared
11.00
None
0.00
SPDR SERIES TRUST
SOLEShares118.85M
TypeSH
Market value$118.85M
2.50%
Sole
2.05M
Shared
690K
None
0.00
META PLATFORMS INC
SOLEShares105.29M
TypeSH
Market value$105.29M
2.21%
Sole
137.36K
Shared
22.15K
None
0.00
AMAZON COM INC
SOLEShares98.45M
TypeSH
Market value$98.45M
2.07%
Sole
358.52K
Shared
68K
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares96.48M
TypeSH
Market value$96.48M
2.03%
Sole
1.31M
Shared
484K
None
0.00
SPDR SERIES TRUST
SOLEShares77.03M
TypeSH
Market value$77.03M
1.62%
Sole
1.04M
Shared
290K
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares73.64M
TypeSH
Market value$73.64M
1.55%
Sole
1.05M
Shared
133K
None
0.00
VANGUARD INDEX FDS
SOLEShares72.65M
TypeSH
Market value$72.65M
1.53%
Sole
249.03K
Shared
32.60K
None
0.00
JOHNSON & JOHNSON
SOLEShares69.42M
TypeSH
Market value$69.42M
1.46%
Sole
310.94K
Shared
24.50K
None
0.00
GE AEROSPACE
SOLEShares65.72M
TypeSH
Market value$65.72M
1.38%
Sole
125.55K
Shared
87.81K
None
0.00
POLARIS INC
SOLEShares65.46M
TypeSH
Market value$65.46M
1.37%
Sole
1.03M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares60.12M
TypeSH
Market value$60.12M
1.26%
Sole
106.91K
Shared
17.40K
None
0.00
CISCO SYS INC
SOLEShares51.95M
TypeSH
Market value$51.95M
1.09%
Sole
589.24K
Shared
85.20K
None
0.00
PEPSICO INC
SOLEShares49.25M
TypeSH
Market value$49.25M
1.03%
Sole
329.28K
Shared
13.90K
None
0.00
ISHARES TR
SOLEShares47.87M
TypeSH
Market value$47.87M
1.00%
Sole
514.50K
Shared
175K
None
0.00
BECTON DICKINSON & CO
SOLEShares40.71M
TypeSH
Market value$40.71M
0.85%
Sole
182.35K
Shared
27.42K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 872.11M | SH | $872.11M 18.31% | 15.23M | 4.41M | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 534.59M | SH | $534.59M 11.22% | 3.04M | 557.57K | 0.00 |
SPDR SERIES TRUSTSOLE | NYSE TECH ETF | 404.76M | SH | $404.76M 8.50% | 1.31M | 149.10K | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 327.63M | SH | $327.63M 6.88% | 3.96M | 625K | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 214.34M | SH | $214.34M 4.50% | 2.41M | 186K | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 179.84M | SH | $179.84M 3.78% | 467.09K | 106K | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 164.66M | SH | $164.66M 3.46% | 2.70M | 937K | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 148.64M | SH | $148.64M 3.12% | 724.20K | 311.50K | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 138.96M | SH | $138.96M 2.92% | 864K | 490K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 126.05M | SH | $126.05M 2.65% | 156.00 | 11.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 HI | 118.85M | SH | $118.85M 2.50% | 2.05M | 690K | 0.00 |
META PLATFORMS INCSOLE | CL A | 105.29M | SH | $105.29M 2.21% | 137.36K | 22.15K | 0.00 |
AMAZON COM INCSOLE | COM | 98.45M | SH | $98.45M 2.07% | 358.52K | 68K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 96.48M | SH | $96.48M 2.03% | 1.31M | 484K | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 77.03M | SH | $77.03M 1.62% | 1.04M | 290K | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 73.64M | SH | $73.64M 1.55% | 1.05M | 133K | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 72.65M | SH | $72.65M 1.53% | 249.03K | 32.60K | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 69.42M | SH | $69.42M 1.46% | 310.94K | 24.50K | 0.00 |
GE AEROSPACESOLE | COM NEW | 65.72M | SH | $65.72M 1.38% | 125.55K | 87.81K | 0.00 |
POLARIS INCSOLE | COM | 65.46M | SH | $65.46M 1.37% | 1.03M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 60.12M | SH | $60.12M 1.26% | 106.91K | 17.40K | 0.00 |
CISCO SYS INCSOLE | COM | 51.95M | SH | $51.95M 1.09% | 589.24K | 85.20K | 0.00 |
PEPSICO INCSOLE | COM | 49.25M | SH | $49.25M 1.03% | 329.28K | 13.90K | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 47.87M | SH | $47.87M 1.00% | 514.50K | 175K | 0.00 |
BECTON DICKINSON & COSOLE | COM | 40.71M | SH | $40.71M 0.85% | 182.35K | 27.42K | 0.00 |
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