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AOI

Auto-Owners Insurance Portfolio holdings

AUM $4.43B
1-Year Est. Return 30.05%
This Fund
S&P 500
This Quarter Est. Return
+1.24%
1 Year Est. Return
+30.05%
3 Year Est. Return
+76.55%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.78B
AUM Growth
-$620M
Cap. Flow
+$8.12B
Cap. Flow %
214.79%
Top 10 Hldgs %
55.24%
Holding
108
New
2
Increased
40
Reduced
60
Closed
–

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.87B
2
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$524M
3
RIO icon
Rio Tinto
RIO
+$456M
4
ITW icon
Illinois Tool Works
ITW
+$367M
5
SNA icon
Snap-on
SNA
+$364M

Top Sells

Rank Stock Value
1
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$608M
2
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$295M
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$203M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$141M
5
META icon
Meta Platforms (Facebook)
META
+$103M

Sector Composition

Rank Sector Weight
1 Materials 12.45%
2 Industrials 11.66%
3 Healthcare 6.03%
4 Technology 5.81%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
76
Sysco
SYY
$40.8B
$2.71M 0.07%
50,875
+39,775
+358% +$2.92M
KO icon
77
Coca-Cola
KO
$377B
$2.56M 0.07%
34,932
-539,968
-94% -$36.1M
WBD icon
78
Warner Bros
WBD
$65.9B
$2.36M 0.06%
22,350
-1,177
-5% -$12.3K
SYK icon
79
Stryker
SYK
$125B
$2.18M 0.06%
4,190
-4,103
-49% -$1.56M
AMAT icon
80
Applied Materials
AMAT
$403B
$2.11M 0.06%
13,000
– –
UPS icon
81
United Parcel Service
UPS
$88.6B
$1.8M 0.05%
5,400
-6,900
-56% -$825K
TFC icon
82
Truist Financial
TFC
$63.3B
$1.55M 0.04%
12,300
-275,700
-96% -$12.3M
PII icon
83
Polaris
PII
$3.82B
$1.2M 0.03%
7,839
-392,161
-98% -$18.7M
BLK icon
84
Blackrock
BLK
$169B
$971K 0.03%
+9,400
New +$9.21M
OTIS icon
85
Otis Worldwide
OTIS
$27.4B
$964K 0.03%
5,000
-1,393
-22% -$136K
ABT icon
86
Abbott
ABT
$183B
$945K 0.03%
8,358
– –
CHRW icon
87
C.H. Robinson
CHRW
$17.4B
$873K 0.02%
12,787
+3,387
+36% +$342K
DOW icon
88
Dow Inc
DOW
$21.9B
$844K 0.02%
3,600
-777,400
-100% -$29.9M
HI
89
DELISTED
Hillenbrand
HI
$769K 0.02%
7,033
-3,467
-33% -$105K
CVS icon
90
CVS Health
CVS
$133B
$732K 0.02%
3,900
-1,757
-31% -$105K
HWM icon
91
Howmet Aerospace
HWM
$113B
$647K 0.02%
2,550
-4,483
-64% -$569K
NVS icon
92
Novartis
NVS
$297B
$592K 0.02%
6,393
-38,750
-86% -$4.13M
PG icon
93
Procter & Gamble
PG
$336B
$565K 0.01%
9,600
-16,509
-63% -$2.77M
BRK.B icon
94
Berkshire Hathaway Class B
BRK.B
$1.1T
$554K 0.01%
2,390
-7,190
-75% -$3.5M
KOF icon
95
Coca-Cola Femsa
KOF
$22.7B
$509K 0.01%
5,600
-294,400
-98% -$24.4M
COST icon
96
Costco
COST
$422B
$478K 0.01%
4,147
+3,717
+864% +$3.62M
CARR icon
97
Carrier Global
CARR
$51B
$455K 0.01%
1,959
-10,828
-85% -$719K
ENB icon
98
Enbridge
ENB
$119B
$454K 0.01%
4,095
-175,015
-98% -$7.62M
VZ icon
99
Verizon
VZ
$195B
$448K 0.01%
48,000
+37,967
+378% +$1.58M
AEM icon
100
Agnico Eagle Mines
AEM
$73.6B
$422K 0.01%
5,400
– –
1 2 3
4
5

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EQF
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Auto-Owners Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Auto-Owners Insurance held 108 positions worth $3.78B, down 14% from $4.4B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Auto-Owners Insurance deployed $8.12B of net new capital in Q1 2025, opening 2 new positions and adding to 40 existing holdings. Its largest new stake was Blackrock: 9,400 shares worth $971K.

By sector, the portfolio is most concentrated in Materials at 12% of assets, up from 1.6% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was State Street SPDR Portfolio Developed World ex-US ETF, an estimated $608M trimmed.

  • Auto-Owners Insurance's largest Q1 2025 buy was Blackrock: 9,400 shares worth $971K.
  • Auto-Owners Insurance added most to Berkshire Hathaway Class A in Q1 2025, an estimated $6.87B increase.
  • Auto-Owners Insurance's biggest Q1 2025 reduction was State Street SPDR Portfolio Developed World ex-US ETF, cutting an estimated $608M.
  • Auto-Owners Insurance's ten largest holdings make up 55% of its $3.78B portfolio in Q1 2025.
  • Auto-Owners Insurance opened 2 new positions and closed 0 in Q1 2025.
  • Auto-Owners Insurance's portfolio value fell 14% quarter-over-quarter to $3.78B.

Based on Auto-Owners Insurance's 13F filing for Q1 2025, filed 6 May 2025.