Auto-Owners Insurance Co
CIK 1964189 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- SPDW17.06%
- ITOT9.63%
- FNDF7.01%
- XNTK6.03%
- EFV5.47%
- IDEV3.81%
- VYM3.00%
- GOOG2.97%
- IUSV2.85%
- SPYD2.69%
Share classes counted separately60.52%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ITOTWeight increased · +1.12 pp8.51% → 9.63%Shares +525.57K (+18.99%)
- SPDWWeight increased · +0.90 pp16.16% → 17.06%Shares +4.41M (+25.07%)
- IUSVWeight increased · +0.83 pp2.02% → 2.85%Shares +490.00K (+56.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $750.28M | 17.06% | 21.98M shares | 16.16% → 17.06%+0.90 pp +4.41M (+25.07%) | Added | ↗▾ |
| 02 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $423.60M | 9.63% | 3.29M shares | 8.51% → 9.63%+1.12 pp +525.57K (+18.99%) | Added | ↗▾ |
| 03 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $308.30M | 7.01% | 9.29M shares | 7.64% → 7.01%-0.63 pp +937.00K (+11.22%) | Added | ↗▾ |
| 04 | XNTKSS SPDR NYSE TECH ETFNYSE TECH ETF View history and evidence | $265.43M | 6.03% | 1.32M shares | 5.77% → 6.03%+0.26 pp +121.10K (+10.14%) | Added | ↗▾ |
| 05 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $240.73M | 5.47% | 4.59M shares | 5.58% → 5.47%-0.11 pp +625.00K (+15.77%) | Added | ↗▾ |
| 06 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $167.44M | 3.81% | 2.60M shares | 4.18% → 3.81%-0.37 pp +186.00K (+7.71%) | Added | ↗▾ |
| 07 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $132.14M | 3.00% | 1.04M shares | 2.27% → 3.00%+0.73 pp +311.50K (+43.01%) | Added | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $130.79M | 2.97% | 686.80K shares | 2.38% → 2.97%+0.59 pp +106.00K (+18.25%) | Added | ↗▾ |
| 09 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $125.22M | 2.85% | 1.35M shares | 2.02% → 2.85%+0.83 pp +490.00K (+56.71%) | Added | ↗▾ |
| 10 | SPYDSS SPDR P S&P 500 HI DIV ETFPRTFLO S&P500 HI View history and evidence | $118.15M | 2.69% | 2.74M shares | 2.29% → 2.69%+0.40 pp +690.00K (+33.66%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLF SS FINANCIAL SELECT SECTOR | Non-derivative | -4,197,400 | -$190.23M | SEC filing ↗ | SEC filing ↗ |
| CB CHUBB LTD | Non-derivative | -130,000 | -$37.49M | SEC filing ↗ | SEC filing ↗ |
| WFC WELLS FARGO & CO | Non-derivative | -635,018 | -$35.87M | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1964189 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4399022531
}Research all 106 reported holdings.
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