Auto-Owners Insurance’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-635,018	Closed	-$35.9M	–	120
2024 Q3	$35.9M	Hold	635,018	–	–	0.88%	27
2024 Q2	$37.7M	Hold	635,018	–	–	1%	23
2024 Q1	$36.8M	Hold	635,018	–	–	0.97%	24
2023 Q4	$31.3M	Hold	635,018	–	–	0.95%	26
2023 Q3	$25.9M	Hold	635,018	–	–	0.87%	29
2023 Q2	$27.1M	Hold	635,018	–	–	0.88%	28
2023 Q1	$23.7M	Hold	635,018	–	–	0.82%	32
2022 Q4	$26.2M	Buy	+635,018	New	+$28.1M	0.96%	27

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Auto-Owners Insurance's WFC Position: Q4 2024 in Review

Auto-Owners Insurance sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 635,018 shares — an estimated $35.9M sold.

Auto-Owners Insurance first reported a position in WFC in Q4 2022 and held it in 8 quarters. The position peaked at $37.7M in Q2 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Auto-Owners Insurance reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Auto-Owners Insurance sold 635,018 Wells Fargo shares in Q4 2024, an estimated $35.9M.
Auto-Owners Insurance first reported a position in Wells Fargo in Q4 2022 and held it in 8 quarters.
Auto-Owners Insurance's Wells Fargo position peaked at $37.7M in Q2 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Auto-Owners Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.