Auto-Owners Insurance’s Carrier Global CARR Stock Holding History

Auto-Owners Insurance’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$938K	Hold	12,787	–	–	0.02%	71
2026 Q1	$720K	Hold	12,787	–	–	0.02%	85
2025 Q4	$676K	Hold	12,787	–	–	0.01%	84
2025 Q3	$763K	Hold	12,787	–	–	0.02%	79
2025 Q2	$936K	Buy	12,787 +10,828	+553%	+$735K	0.02%	76
2025 Q1	$455K	Sell	1,959 -10,828	-85%	-$719K	0.01%	97
2024 Q4	$873K	Hold	12,787	–	–	0.02%	76
2024 Q3	$1.03M	Hold	12,787	–	–	0.03%	78
2024 Q2	$807K	Hold	12,787	–	–	0.02%	81
2024 Q1	$743K	Hold	12,787	–	–	0.02%	84
2023 Q4	$735K	Hold	12,787	–	–	0.02%	84
2023 Q3	$706K	Hold	12,787	–	–	0.02%	84
2023 Q2	$636K	Hold	12,787	–	–	0.02%	89
2023 Q1	$585K	Hold	12,787	–	–	0.02%	91
2022 Q4	$527K	Buy	+12,787	New	+$519K	0.02%	89

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Wealth Enhancement Advisory Services

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return