Auto-Owners Insurance’s iShares Core Dividend Growth ETF DGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39M	Sell	514,500 -175,000	-25%	-$12.9M	0.88%	25
2026 Q1	$48.4M	Hold	689,500	–	–	1.01%	24
2025 Q4	$47.9M	Buy	689,500 +175,000	+34%	+$12M	1%	24
2025 Q3	$35M	Hold	514,500	–	–	0.9%	25
2025 Q2	$32.9M	Buy	514,500 +287,200	+126%	+$17.5M	0.73%	32
2025 Q1	$14M	Sell	227,300 -462,200	-67%	-$29M	0.37%	53
2024 Q4	$42.3M	Buy	689,500 +175,000	+34%	+$11M	0.96%	24
2024 Q3	$32.3M	Hold	514,500	–	–	0.79%	28
2024 Q2	$29.6M	Hold	514,500	–	–	0.78%	28
2024 Q1	$29.9M	Hold	514,500	–	–	0.79%	29
2023 Q4	$27.7M	Hold	514,500	–	–	0.84%	30
2023 Q3	$25.5M	Hold	514,500	–	–	0.85%	30
2023 Q2	$26.5M	Hold	514,500	–	–	0.86%	29
2023 Q1	$25.6M	Hold	514,500	–	–	0.88%	29
2022 Q4	$25.7M	Buy	+514,500	New	+$25.3M	0.94%	30

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Auto-Owners Insurance's DGRO Position: Q2 2026 in Review

Auto-Owners Insurance reduced its iShares Core Dividend Growth ETF (DGRO) stake by 25% in Q2 2026, selling an estimated $12.9M and leaving 514,500 shares worth $39M. The position accounts for 0.88% of the portfolio, ranked #25.

Auto-Owners Insurance first reported a position in DGRO in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.4M in Q1 2026. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Auto-Owners Insurance held 514,500 shares of iShares Core Dividend Growth ETF worth $39M as of Q2 2026.
Auto-Owners Insurance sold 175,000 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $12.9M.
iShares Core Dividend Growth ETF made up 0.88% of Auto-Owners Insurance's portfolio in Q2 2026, its #25 holding.
Auto-Owners Insurance first reported a position in iShares Core Dividend Growth ETF in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's iShares Core Dividend Growth ETF position peaked at $48.4M in Q1 2026.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Auto-Owners Insurance's 13F filing for Q2 2026, filed 15 Jul 2026.