Ohio National Investments, Inc.
Ohio National Investments, Inc. is an institutional investment management firm headquartered in Montgomery, Ohio, United States. It operates as part of the Ohio National Financial Services group, focusing on managing assets for insurance-related entities and affiliated accounts. The firm supports long-term financial strategies and is primarily dedicated to serving the insurance sector and institutional investors. The firm was established in 2013 and maintains a close relationship with its parent company, which is a significant employer in the region.
Investment Strategy
Ohio National Investments, Inc. is primarily focused on diversified, long-term asset management for insurance portfolios and affiliated accounts. Its investment strategy centers around building broad market exposure through allocations to major ETFs such as IVV, AGG, VOO, and IJH, reflecting a disciplined approach to risk mitigation, stability, and growth. The firm typically emphasizes passive investment vehicles for reliable returns while maintaining a commitment to prudent stewardship and regulatory compliance.
Latest 13F Filing Activity
Ohio National Investments, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 19 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Invesco QQQ TR, Vanguard Scottsdale FDS among other positions. Ohio National Investments, Inc. reduced exposure to Ishares TR, Ishares TR, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 31.60% | $676.2M | 1,010,372 | $587.81 | $669.30 | -$40.9M |
A AGG | ISHARES TR | 19.44% | $415.9M | 4,148,919 | $96.90 | $100.25 | +$4.4M |
V VOO | VANGUARD INDEX FDS | 15.14% | $323.9M | 529,000 | $534.81 | $612.38 | +$23.5M |
Q QQQ | INVESCO QQQ TR | 5.47% | $117.1M | 195,000 | $505.15 | $600.37 | +$9.5M |
I IJH | ISHARES TR | 4.59% | $98.2M | 1,505,000 | $60.55 | $65.26 | -$34.5M |
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
J Justin LeRette | Investment Professional | Rohnert Park, CA , United States |