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State Farm Mutual Automobile Insurance Co.

CIK:0000315032
Insurance Company
$109B AUM
120 holdings
Bloomington, IL, United States
Founded:1922
70,000 employees
Latest filing:Jun 30, 2025

State Farm Mutual Automobile Insurance Company, headquartered in Bloomington, Illinois, is the largest property, casualty, and auto insurance provider in the United States. Founded in 1922 by George J. Mecherle, it operates as a mutual insurance company owned by its policyholders. The firm employs approximately 70,000 people and works with 19,000 agents nationwide, offering insurance, banking, and financial services, primarily serving individuals and families for auto, home, life, and related insurance needs as well as investment products.

Investment Strategy

State Farm pursues a strategy focused on diversified holdings in major sectors, including pharmaceuticals, technology, industrials, and financial products, with top portfolio investments in companies like Eli Lilly, Caterpillar, Apple, and Johnson & Johnson. The mutual fund and investment management arm emphasizes long-term financial goals, disciplined risk management, and cost-efficient investment solutions, providing mutual fund products and financial services directly to its policyholders and associates. The company invests in both public equities and fixed-income securities, and also supports innovative startups to complement its insurance and financial service offerings.

Top Buys
M
MSFTMICROSOFT CORP
+$1.31B
C
CATCATERPILLAR INC
+$1.03B
D
DISDISNEY WALT CO
+$662.5M
I
INTUINTUIT
+$531.1M
W
WMTWALMART INC
+$392.1M
Top Sells
L
LLYELI LILLY & CO
-$590.9M
A
AAPLAPPLE INC
-$482.4M
J
JNJJOHNSON & JOHNSON
-$414.6M
X
XOMEXXON MOBIL CORP
-$339.7M
C
CVXCHEVRON CORP NEW
-$321.4M

Top Holdings

L
LLYELI LILLY & CO
+8.6%$9.75B
C
CATCATERPILLAR INC
+6.1%$6.86B
M
MSFTMICROSOFT CORP
+4.8%$5.39B
I
ITWILLINOIS TOOL WKS INC
+4.6%$5.20B
A
AAPLAPPLE INC
+4.5%$5.14B

Equity Positions (120)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
L
LLY
ELI LILLY & CO8.63%$9.75B12,513,460$84.53$779.53-$590.9M
C
CAT
CATERPILLAR INC6.07%$6.86B17,669,440$26.05$388.21+$1.03B
M
MSFT
MICROSOFT CORP4.77%$5.39B10,836,872$98.25$497.41+$1.31B
I
ITW
ILLINOIS TOOL WKS INC4.60%$5.20B21,029,900$32.19$247.25-$16.0M
A
AAPL
APPLE INC4.54%$5.14B25,029,759$33.57$205.17-$482.4M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+20.2%
SERVICES-PREPACKAGED SOFTWARE
+7.0%
CONSTRUCTION MACHINERY & EQUIP
+6.1%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+6.0%
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT
+4.6%