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Auto-Owners Insurance Co

SEC CIK
0001964189
Latest filing
Jul 15, 2026

The latest 13F from Auto-Owners Insurance Co covers Q2 2026 (filed Jul 15, 2026): 95 long positions worth $4.43B. The top 10 holdings make up 66.0% of the portfolio, and the largest is State Street SPDR Portfolio Developed World Ex-US ETF at 17.3%. Livermore has 17 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$31.9M
Added
0
Reduced
41
Est. −$939.4M
Sold out
12
Est. −$65.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    17.3%$767.5M
  2. State Street SPDR NYSE Technology ETF78464A102
    11.4%$503.0M
  3. iShares Tr464287150
    11.3%$499.0M
  4. iShares Tr464288877
    6.8%$303.4M
  5. iShares Tr46435G326
    4.8%$214.7M

Biggest buys

New and added positions, by estimated amount bought

  1. OTFBlue Owl Technology Finance Corp.
    +$31.9MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. OTFBlue Owl Technology Finance Corp.
    +0.72 pp0.0% → 0.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −$222.1MReduced
  2. iShares Tr464287150
    −$91.6MReduced
  3. State Street SPDR NYSE Technology ETF78464A102
    −$66.1MReduced
  4. iShares Core S&P US Value ETF464287663
    −$54.0MReduced
  5. Schwab Fundamental International Equity ETF808524755
    −$49.4MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    −1.44 pp18.8% → 17.3%
  2. iShares Core S&P US Value ETF464287663
    −0.75 pp2.9% → 2.2%
  3. Vanguard High Dividend Yield Index ETF921946406
    −0.63 pp3.2% → 2.6%
  4. Schwab Fundamental International Equity ETF808524755
    −0.44 pp3.7% → 3.2%
  5. DDDuPont de Nemours, Inc.
    −0.42 pp0.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$4.43B
−$346.6M (−7.3%) vs. prior quarter
Positions
95
−11 vs. prior quarter
Top 10 concentration
66.0%
Top 10 as share of value
Turnover
0.7%
Q2 2026, one quarter
Average holding period
14.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $4.78B (Q1 2026)

Q4 2022: $2.74BQ1 2023: $2.90BQ2 2023: $3.08BQ3 2023: $2.99BQ4 2023: $3.30BQ1 2024: $3.78BQ2 2024: $3.79BQ3 2024: $4.09BQ4 2024: $4.40BQ1 2025: $3.24BQ2 2025: $4.48BQ3 2025: $3.87BQ4 2025: $4.76BQ1 2026: $4.78BQ2 2026: $4.43B
Q4 2022Q2 2026
13F filings of Auto-Owners Insurance Co by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 15, 202695$4.43BState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR NYSE Technology ETFiShares Trvs. Q1 2026SEC
Q1 2026Apr 10, 2026106$4.78BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrState Street SPDR NYSE Technology ETFvs. Q4 2025SEC
Q4 2025Mar 9, 2026Amended104$4.76BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrState Street SPDR NYSE Technology ETFvs. Q3 2025SEC
Q3 2025Nov 19, 2025Amended106$3.87BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrState Street SPDR NYSE Technology ETFvs. Q2 2025SEC
Q2 2025Aug 1, 2025107$4.48BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrState Street SPDR NYSE Technology ETFvs. Q1 2025SEC
Q1 2025May 6, 2025108$3.24BState Street Real Estate Select Sector SPDR ETFRIOSNAvs. Q4 2024SEC
Q4 2024Feb 14, 2025106$4.40BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrSchwab Fundamental International Equity ETFvs. Q3 2024SEC
Q3 2024Nov 12, 2024116$4.09BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrSchwab Fundamental International Equity ETFvs. Q2 2024SEC
Q2 2024Aug 14, 2024115$3.79BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrSchwab Fundamental International Equity ETFvs. Q1 2024SEC
Q1 2024May 8, 2024113$3.78BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrSchwab Fundamental International Equity ETFvs. Q4 2023SEC
Q4 2023Feb 13, 2024112$3.30BState Street SPDR Portfolio Developed World Ex-US ETFiShares TrSchwab Fundamental International Equity ETFvs. Q3 2023SEC
Q3 2023Oct 11, 2023116$2.99BState Street SPDR Portfolio Developed World Ex-US ETFSchwab Fundamental International Equity ETFiShares Trvs. Q2 2023SEC
Q2 2023Aug 2, 2023115$3.08BState Street SPDR Portfolio Developed World Ex-US ETFSchwab Fundamental International Equity ETFiShares Trvs. Q1 2023SEC
Q1 2023May 9, 2023114$2.90BState Street SPDR Portfolio Developed World Ex-US ETFSchwab Fundamental International Equity ETFiShares Trvs. Q4 2022SEC
Q4 2022Feb 14, 2023113$2.74BState Street SPDR Portfolio Developed World Ex-US ETFSchwab Fundamental International Equity ETFiShares Tr–SEC