Auto-Owners Insurance’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.26M	Hold	119,000	–	–	0.07%	56
2026 Q1	$3.23M	Hold	119,000	–	–	0.07%	61
2025 Q4	$2.89M	Hold	119,000	–	–	0.06%	60
2025 Q3	$2.91M	Hold	119,000	–	–	0.08%	58
2025 Q2	$2.79M	Sell	119,000 -1,322,300	-92%	-$30.5M	0.06%	65
2025 Q1	$41.2M	Buy	1,441,300 +1,322,300	+1,111%	+$30.9M	1.09%	21
2024 Q4	$2.67M	Hold	119,000	–	–	0.06%	65
2024 Q3	$2.8M	Hold	119,000	–	–	0.07%	67
2024 Q2	$2.59M	Hold	119,000	–	–	0.07%	67
2024 Q1	$2.62M	Hold	119,000	–	–	0.07%	65
2023 Q4	$2.43M	Hold	119,000	–	–	0.07%	64
2023 Q3	$2.35M	Hold	119,000	–	–	0.08%	64
2023 Q2	$2.4M	Hold	119,000	–	–	0.08%	63
2023 Q1	$2.42M	Hold	119,000	–	–	0.08%	62
2022 Q4	$2.48M	Buy	+119,000	New	+$2.44M	0.09%	61

Other funds holding HDV

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Auto-Owners Insurance held its iShares Core High Dividend ETF (HDV) position steady in Q2 2026 at 119,000 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #56.

Auto-Owners Insurance first reported a position in HDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.2M in Q1 2025. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Auto-Owners Insurance held 119,000 shares of iShares Core High Dividend ETF worth $3.26M as of Q2 2026.
Auto-Owners Insurance left its iShares Core High Dividend ETF share count unchanged in Q2 2026.
iShares Core High Dividend ETF made up 0.07% of Auto-Owners Insurance's portfolio in Q2 2026, its #56 holding.
Auto-Owners Insurance first reported a position in iShares Core High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's iShares Core High Dividend ETF position peaked at $41.2M in Q1 2025.
879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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