Auto-Owners Insurance’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.3M	Sell	715,000 -320,000	-31%	-$20.7M	1.17%	22
2026 Q2	$70.8M	Hold	1,035,000	–	–	1.6%	18
2026 Q1	$56.4M	Hold	1,035,000	–	–	1.18%	21
2025 Q4	$65.5M	Hold	1,035,000	–	–	1.37%	20
2025 Q3	$60.2M	Hold	1,035,000	–	–	1.55%	17
2025 Q2	$42.1M	Buy	1,035,000 +1,027,161	+13,103%	+$38.7M	0.94%	28
2025 Q1	$1.2M	Sell	7,839 -392,161	-98%	-$18.7M	0.03%	83
2024 Q4	$23M	Buy	+400,000	New	+$27.8M	0.52%	39

Other funds holding PII

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wynn Capital Augusta, Georgia $226M AUM 20.86% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Auto-Owners Insurance's PII Position: Q3 2026 in Review

Auto-Owners Insurance reduced its Polaris (PII) stake by 31% in Q3 2026, selling an estimated $20.7M and leaving 715,000 shares worth $37.3M. The position accounts for 1.17% of the portfolio, ranked #22.

Auto-Owners Insurance first reported a position in PII in Q4 2024 and has held it in 8 quarters since. The position peaked at $70.8M in Q2 2026. 34 funds tracked by Wall St. Rank hold PII as of Q3 2026.

Auto-Owners Insurance held 715,000 shares of Polaris worth $37.3M as of Q3 2026.
Auto-Owners Insurance sold 320,000 Polaris shares in Q3 2026, an estimated $20.7M.
Polaris made up 1.17% of Auto-Owners Insurance's portfolio in Q3 2026, its #22 holding.
Auto-Owners Insurance first reported a position in Polaris in Q4 2024 and has held it in 8 quarters since.
Auto-Owners Insurance's Polaris position peaked at $70.8M in Q2 2026.
34 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Auto-Owners Insurance's 13F filing for Q3 2026, filed 15 Oct 2026.