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Livermore
Livermore
ZHEN

Auto-Owners Insurance Co

SEC CIK
0001964189
Latest filing
Jul 15, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
106
−10 vs. Q3 2024
Portfolio value
$4.40B
+$313.0M (+7.7%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Auto-Owners Insurance Co in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF21,983,000$750.3M17.1%+4,407,000+25.1%Added–
iShares Tr464287150CORE S&P TTL STK3,293,450$423.6M9.6%+525,570+19.0%Added–
Schwab Fundamental International Equity ETF808524755ETF9,290,000$308.3M7.0%+937,000+11.2%Added–
State Street SPDR NYSE Technology ETF78464A102ETF1,315,200$265.4M6.0%+121,100+10.1%Added–
iShares Tr464288877EAFE VALUE ETF4,588,000$240.7M5.5%+625,000+15.8%Added–
iShares Tr46435G326CORE MSCI INTL2,598,000$167.4M3.8%+186,000+7.7%Added–
Vanguard High Dividend Yield Index ETF921946406ETF1,035,700$132.1M3.0%+311,500+43.0%Added–
GOOGAlphabet Inc.Stock686,800$130.8M3.0%+106,000+18.3%AddedHistory
iShares Core S&P US Value ETF464287663ETF1,354,000$125.2M2.8%+490,000+56.7%Added–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF2,740,000$118.1M2.7%+690,000+33.7%Added–
BRK.ABerkshire Hathaway IncCL A167$113.7M2.6%+11+7.1%AddedHistory
METAMeta Platforms, Inc.Stock192,450$112.7M2.6%+22,150+13.0%AddedHistory
GEGeneral Electric CoStock590,472$98.5M2.2%+87,812+17.5%AddedHistory
AMZNAmazon Com IncStock426,300$93.5M2.1%+68,000+19.0%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF1,794,716$79.0M1.8%+484,000+36.9%Added–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF1,330,000$72.7M1.7%+290,000+27.9%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,178,750$56.4M1.3%+133,000+12.7%Added–
iShares Inc464286319EM MKTS DIV ETF2,070,000$53.5M1.2%+320,000+18.3%Added–
MSFTMicrosoft CorpStock124,945$52.7M1.2%+17,400+16.2%AddedHistory
PEPPepsiCo IncStock343,178$52.2M1.2%+13,900+4.2%AddedHistory
MMM3M CoStock386,590$49.9M1.1%+32,100+9.1%AddedHistory
JNJJohnson & JohnsonStock337,260$48.8M1.1%+24,500+7.8%AddedHistory
GEVGE Vernova Inc.Stock147,613$48.6M1.1%+21,952+17.5%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF689,500$42.3M1.0%+175,000+34.0%Added–
CSCOCisco Systems, Inc.Stock674,340$39.9M0.9%+85,200+14.5%AddedHistory
RTXRTX CorpStock332,719$38.5M0.9%+14,400+4.5%AddedHistory
KOCoca Cola CoStock574,900$35.8M0.8%+24,700+4.5%AddedHistory
Vanguard Consumer Discretionary ETF92204A108ETF92,700$33.8M0.8%+12,000+14.9%Added–
EPDEnterprise Products Partners L.P.Stock1,000,000$31.4M0.7%00.0%UnchangedHistory
DOWDow Inc.Stock781,000$31.3M0.7%+781,000NewHistory
GSKGSK plcADR923,000$31.2M0.7%+923,000NewHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF766,565$31.2M0.7%+182,517+31.3%Added–
BAXBaxter International IncStock1,050,000$30.6M0.7%+1,050,000NewHistory
USBUS Bancorp DECOM NEW625,000$29.9M0.7%00.0%UnchangedHistory
MSMMSC Industrial Direct Co IncCL A358,200$26.8M0.6%+12,200+3.5%AddedHistory
BDXBecton Dickinson & CoStock108,475$24.6M0.6%+13,620+14.4%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP300,000$23.4M0.5%00.0%UnchangedHistory
HIIHuntington Ingalls Industries, Inc.COM122,000$23.1M0.5%+122,000NewHistory
PIIPolaris Inc.Stock400,000$23.0M0.5%+400,000NewHistory
HMCHonda Motor Co LtdADR ECH CNV IN 3778,650$22.2M0.5%+123,000+18.8%AddedHistory
AMSFAmerisafe IncCOM426,900$22.0M0.5%00.0%UnchangedHistory
FMCFMC CorpCOM NEW450,000$21.9M0.5%+450,000NewHistory
KHCKraft Heinz CoStock679,464$20.9M0.5%+153,733+29.2%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF360,000$18.8M0.4%00.0%Unchanged–
CCLCarnival Corp Ltd.UNIT 99/99/9999650,000$16.2M0.4%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock196,821$15.4M0.3%+29,270+17.5%AddedHistory
DDDuPont de Nemours, Inc.COM189,877$14.5M0.3%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM65,000$14.3M0.3%00.0%UnchangedHistory
KKellanovaStock160,800$13.0M0.3%+25,700+19.0%AddedHistory
TFCTruist Financial CorpCOM288,000$12.5M0.3%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A47,600$12.3M0.3%+7,500+18.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF36,600$10.6M0.2%+15,600+74.3%Added–
INTCIntel CorpStock525,508$10.5M0.2%+35,100+7.2%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF33,598$8.07M0.2%00.0%Unchanged–
ENBEnbridge IncStock179,110$7.60M0.2%00.0%UnchangedHistory
AAPLApple Inc.Stock25,000$6.26M0.1%00.0%UnchangedHistory
NVSNovartis AGADR45,143$4.39M0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock26,109$4.38M0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock9,580$4.34M0.1%00.0%UnchangedHistory
TAT&T Inc.Stock144,553$3.29M0.1%00.0%UnchangedHistory
iShares Tr464288273EAFE SML CP ETF52,300$3.18M0.1%00.0%Unchanged–
SYKStryker CorpStock8,293$2.99M0.1%00.0%UnchangedHistory
TDToronto Dominion BankStock50,875$2.71M0.1%00.0%UnchangedHistory
ORCLOracle CorpStock16,187$2.70M0.1%00.0%UnchangedHistory
iShares Core High Dividend ETF46429B663ETF23,800$2.67M0.1%00.0%Unchanged–
ZBHZimmer Biomet Holdings, Inc.Stock22,350$2.36M0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock4,190$2.18M<0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock13,000$2.11M<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock12,300$1.55M<0.1%00.0%UnchangedHistory
LINLinde PLCStock3,100$1.30M<0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock7,839$1.20M<0.1%00.0%UnchangedHistory
SNASnap-on IncCOM2,975$1.01M<0.1%00.0%UnchangedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW9,400$971.2K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock5,000$964.3K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock8,358$945.4K<0.1%00.0%UnchangedHistory
CARRCarrier Global CorpStock12,787$872.8K<0.1%00.0%UnchangedHistory
SYYSysco CorpStock11,100$848.7K<0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock3,600$843.6K<0.1%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A10,232$786.8K<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock7,033$769.2K<0.1%00.0%UnchangedHistory
DOVDOVER CorpCOM3,900$731.6K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock7,300$726.2K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock2,550$646.6K<0.1%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock10,600$633.1K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock6,393$592.1K<0.1%00.0%UnchangedHistory
RIORio Tinto PLCADR9,600$564.6K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock2,390$554.1K<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM9,800$522.0K<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock5,600$509.1K<0.1%00.0%UnchangedHistory
GHMGraham CorpCOM11,000$489.2K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock4,147$477.9K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM1,959$454.9K<0.1%00.0%UnchangedHistory
EXPDExpeditors International of Washington IncCOM4,095$453.6K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM48,000$447.8K<0.1%00.0%UnchangedHistory
MCOMoodys CorpStock933$441.7K<0.1%00.0%UnchangedHistory
AEMAgnico Eagle Mines LtdStock5,400$422.3K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock10,033$401.2K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock430$394.0K<0.1%−200−31.7%ReducedHistory
ADIAnalog Devices IncStock1,736$368.8K<0.1%00.0%UnchangedHistory
VODVodafone Group Public Ltd CoADR39,733$337.7K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (16)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Auto-Owners Insurance Co sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
State Street Financial Select Sector SPDR ETF81369Y605ETF4,197,400$190.2M4.7%–
CBChubb LtdStock130,000$37.5M0.9%History
WFCWells Fargo & CompanyStock635,018$35.9M0.9%History
BNYBank of New York Mellon CorpStock322,300$23.2M0.6%History
PRUPrudential Financial IncStock110,000$13.3M0.3%History
NTRSNorthern Trust CorpCOM120,000$10.8M0.3%History
SOLVSolventum CorpStock88,622$6.18M0.2%History
AXPAmerican Express CoStock19,950$5.41M0.1%History
CRGYCrescent Energy CoCL A COM336,111$3.68M0.1%History
BLKBlackRock, Inc.COM1,200$1.14M<0.1%History
GSGoldman Sachs Group IncStock2,301$1.14M<0.1%History
BACBank of America CorpStock22,373$887.8K<0.1%History
JPMJPMorgan Chase & CoStock3,915$825.5K<0.1%History
MSMorgan StanleyStock7,500$781.8K<0.1%History
CCitigroup IncStock3,500$219.1K<0.1%History
MTArcelorMittalNY REGISTRY SH8,066$211.8K<0.1%History