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Auto-Owners Insurance’s Bank of America BAC Stock Holding History

Auto-Owners Insurance’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,373
Closed -$888K – 108
2024
Q3 		$888K Hold
22,373
– – 0.02% 82
2024
Q2 		$890K Hold
22,373
– – 0.02% 77
2024
Q1 		$848K Hold
22,373
– – 0.02% 79
2023
Q4 		$753K Hold
22,373
– – 0.02% 83
2023
Q3 		$613K Hold
22,373
– – 0.02% 89
2023
Q2 		$642K Hold
22,373
– – 0.02% 87
2023
Q1 		$640K Hold
22,373
– – 0.02% 85
2022
Q4 		$741K Buy
+22,373
New +$771K 0.03% 80

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Auto-Owners Insurance's BAC Position: Q4 2024 in Review

Auto-Owners Insurance sold out of Bank of America (BAC) in Q4 2024, closing a stake of 22,373 shares — an estimated $888K sold.

Auto-Owners Insurance first reported a position in BAC in Q4 2022 and held it in 8 quarters. The position peaked at $890K in Q2 2024. 3,267 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Auto-Owners Insurance reported no remaining Bank of America position as of Q4 2024 after selling out during the quarter.
  • Auto-Owners Insurance sold 22,373 Bank of America shares in Q4 2024, an estimated $888K.
  • Auto-Owners Insurance first reported a position in Bank of America in Q4 2022 and held it in 8 quarters.
  • Auto-Owners Insurance's Bank of America position peaked at $890K in Q2 2024.
  • 3,267 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Auto-Owners Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.