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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Auto-Owners Insurance held its Otis Worldwide (OTIS) position steady in Q2 2026 at 6,393 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #85.

Auto-Owners Insurance first reported a position in OTIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $964K in Q1 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Auto-Owners Insurance held 6,393 shares of Otis Worldwide worth $458K as of Q2 2026.
Auto-Owners Insurance left its Otis Worldwide share count unchanged in Q2 2026.
Otis Worldwide made up 0.01% of Auto-Owners Insurance's portfolio in Q2 2026, its #85 holding.
Auto-Owners Insurance first reported a position in Otis Worldwide in Q4 2022 and has held it in 15 quarters since.
Auto-Owners Insurance's Otis Worldwide position peaked at $964K in Q1 2025.
1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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