1y return+24.6%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $165 against $195 in the S&P 500.2
Auto-Owners Insurance CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPDWSpdr Index Shs Fds | $767.5M | 17.3% | −22.4% |
| XNTKSpdr Series Trust | $503.0M | 11.4% | −11.6% |
| ITOTIshares Tr | $499.0M | 11.3% | −15.5% |
| EFVIshares Tr | $303.4M | 6.8% | −13.6% |
| IDEVIshares Tr | $214.7M | 4.8% | −7.2% |
| GOOGAlphabet Inc | $163.4M | 3.7% | −19.3% |
| FNDFSchwab Strategic Tr | $142.6M | 3.2% | −25.7% |
| BRK/ABerkshire Hathaway Inc Del | $116.8M | 2.6% | −6.6% |
| VYMVanguard Whitehall Fds | $114.4M | 2.6% | −30.1% |
| SPYDSpdr Series Trust | $97.8M | 2.2% | −25.2% |
| IUSVIshares Tr | $95.2M | 2.2% | −36.2% |
| AMZNAmazon Com Inc | $85.4M | 1.9% | −15.9% |
| VWOVanguard Intl Equity Index F | $78.2M | 1.8% | −27.0% |
| JNJJohnson & Johnson | $77.4M | 1.7% | −9.1% |
| METAMeta Platforms Inc | $76.5M | 1.7% | −14.8% |
| VBVanguard Index Fds | $75.5M | 1.7% | −11.6% |
| VEAVanguard Tax-managed Fds | $74.5M | 1.7% | −11.3% |
| PIIPolaris Inc | $70.8M | 1.6% | |
| SPMDSpdr Series Trust | $70.2M | 1.6% | −21.8% |
| CSCOCisco Sys Inc | $69.2M | 1.6% | −12.6% |
| GEGe Aerospace | $45.4M | 1.0% | −43.0% |
| PEPPepsico Inc | $44.6M | 1.0% | −4.1% |
| DOWDow Hldgs Inc | $44.1M | 1.0% | |
| MSFTMicrosoft Corp | $39.9M | 0.9% | −14.0% |
| DGROIshares Tr | $39.0M | 0.9% | −25.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $35.7M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $76.5M |
| GEGe Aerospace | December 31, 2022 | +346.0% | $45.4M |
| XNTKSpdr Series Trust | December 31, 2022 | +303.3% | $503.0M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $163.4M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $85.4M |
| CSCOCisco Sys Inc | December 31, 2022 | +146.6% | $69.2M |
| ITOTIshares Tr | December 31, 2022 | +93.7% | $499.0M |
| FNDFSchwab Strategic Tr | December 31, 2022 | +81.5% | $142.6M |
| VCRVanguard World Fd | December 31, 2022 | +81.1% | $32.0M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $20.0M
- Carnival CorpCUSIP 143658300 was $16.8M
- ENBEnbridge Inc was $9.7M
- WATWaters Corp was $8.5M
- INTCIntel Corp was $3.9M
- HWMHowmet Aerospace Inc was $1.6M
- CHRWC H Robinson Worldwide Inc was $1.6M
- AEMAgnico Eagle Mines Ltd was $1.1M
- GMGeneral Mtrs Co was $730K
- DELLDell Technologies Inc was $681K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | −2.5% | +10.5% |
| March 31, 2025 | +2.4% | −4.6% |
| December 31, 2024 | −3.1% | +2.1% |
| September 30, 2024 | +7.5% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +5.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Auto-Owners Insurance Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1964189&type=13F-HR&dateb=&owner=include&count=40CIK 1964189
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1964189/000196418926000004/Filed July 15, 2026 · accession 0001964189-26-000004