Auto-owners Insurance Co.
Auto-Owners Insurance Company is a mutual insurance firm founded in 1916 and headquartered in Lansing, Michigan. As the flagship entity within the Auto-Owners Insurance Group, it ranks among the nation’s largest insurers, serving nearly 3 million policyholders across 26 states with a broad range of insurance products including property & casualty, life, home, auto, and business lines. The company operates through 48,000 licensed agents and is supported by over 5,000 employees nationally. With a focus on financial strength, stability, and conservative underwriting, Auto-Owners has consistently achieved high ratings and is a Fortune 500 company recognized for quality and customer satisfaction.
Investment Strategy
Auto-Owners Insurance Company maintains a conservative investment strategy aimed at long-term financial strength and policyholder security. The firm predominantly invests in U.S. government and investment-grade bonds, which comprise the majority of its portfolio, complemented by modest allocations to common stocks, subsidiaries, and other diversified assets. The investment focus is on risk mitigation, capital preservation, and generating steady income to support insurance liabilities. This philosophy ensures the company can honor policyholder claims even in volatile markets, underscoring the firm's commitment to a SAFE. SOUND. SECURE.® legacy.
Latest 13F Filing Activity
Auto-owners Insurance Co. filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $4B. The fund increased holdings in SPDR Index SHS FDS, Schwab Strategic TR, SPDR Ser TR among other positions. Auto-owners Insurance Co. reduced exposure to Select Sector SPDR TR, Ishares Inc., Rio Tinto PLC among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPDW | SPDR INDEX SHS FDS | 15.87% | $711.7M | 17,576,000 | $38.09 | $40.49 | +$509.2M |
I ITOT | ISHARES TR | 9.02% | $404.2M | 2,993,410 | $96.22 | $135.04 | +$197.5M |
X XNTK | SPDR SER TR | 8.05% | $360.8M | 1,520,500 | $119.23 | $237.28 | +$279.7M |
F FNDF | SCHWAB STRATEGIC TR | 7.45% | $333.8M | 8,353,000 | $38.83 | $40.02 | +$298.9M |
E EFV | ISHARES TR | 5.61% | $251.6M | 3,963,000 | $59.27 | $63.48 | +$180.1M |