Auto-Owners Insurance’s MSC Industrial Direct MSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15M	Sell	26,500 -12,200	-32%	-$1.3M	0.07%	57
2026 Q1	$3.57M	Hold	38,700	–	–	0.07%	60
2025 Q4	$3.25M	Buy	38,700 +12,200	+46%	+$1.06M	0.07%	58
2025 Q3	$2.44M	Sell	26,500 -319,500	-92%	-$28.5M	0.06%	62
2025 Q2	$29.4M	Buy	346,000 +317,613	+1,119%	+$25.1M	0.66%	36
2025 Q1	$3.64M	Sell	28,387 -329,813	-92%	-$26.4M	0.1%	72
2024 Q4	$26.8M	Buy	358,200 +12,200	+4%	+$1.01M	0.61%	35
2024 Q3	$29.8M	Hold	346,000	–	–	0.73%	31
2024 Q2	$27.4M	Hold	346,000	–	–	0.72%	32
2024 Q1	$33.6M	Hold	346,000	–	–	0.89%	27
2023 Q4	$35M	Hold	346,000	–	–	1.06%	24
2023 Q3	$34M	Hold	346,000	–	–	1.13%	22
2023 Q2	$33M	Hold	346,000	–	–	1.07%	25
2023 Q1	$29.1M	Hold	346,000	–	–	1%	27
2022 Q4	$28.3M	Buy	+346,000	New	+$28.2M	1.03%	25

Other funds holding MSM

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return