AOI
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Auto-Owners Insurance’s Otis Worldwide OTIS Stock Holding History

Auto-Owners Insurance’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$458K Hold
6,393
– – 0.01% 85
2026
Q1 		$493K Hold
6,393
– – 0.01% 95
2025
Q4 		$558K Hold
6,393
– – 0.01% 88
2025
Q3 		$585K Hold
6,393
– – 0.02% 90
2025
Q2 		$633K Buy
6,393
+1,393
+28% +$134K 0.01% 86
2025
Q1 		$964K Sell
5,000
-1,393
-22% -$136K 0.03% 85
2024
Q4 		$592K Hold
6,393
– – 0.01% 85
2024
Q3 		$664K Hold
6,393
– – 0.02% 94
2024
Q2 		$615K Hold
6,393
– – 0.02% 91
2024
Q1 		$635K Hold
6,393
– – 0.02% 90
2023
Q4 		$572K Hold
6,393
– – 0.02% 91
2023
Q3 		$513K Hold
6,393
– – 0.02% 95
2023
Q2 		$569K Hold
6,393
– – 0.02% 94
2023
Q1 		$540K Hold
6,393
– – 0.02% 92
2022
Q4 		$501K Buy
+6,393
New +$472K 0.02% 93

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return