Auto-Owners Insurance Co

CIK 0001964189 · Q1 2026

13F Equity AUM

$4.8B

+0.3% QoQ

Positions

106

+2 QoQ

AUM Rank

#1,045

Top 8%

Skill Alpha (FF)

-4.1%/yr^ns

No Clear Edge

Rank #7,058 · Top 86%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 49.0%Top 10: 64.8%Top 20: 82.3%

SPDW18.8%

ITOT10.7%

XNTK7.8%

EFV7.1%

IDEV4.5%

FNDF3.7%

GOOG3.4%

VYM3.2%

IUSV2.9%

SPYD2.6%

Others (96)35.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services73.5%

Communication Services5.4%

Healthcare3.9%

Consumer Cyclical3.6%

Technology3.1%

Financials2.5%

Basic Materials2.1%

Industrials2.1%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 106Median: 0.10%Avg: 0.94%

0–0.5%

71(5.6%)

0.5–1%

11(7.7%)

1–3%

16(27.4%)

3–5%

4(14.9%)

5%+

4(44.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 106Unique: 0vs 20 funds

1.5%Low

106

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

BANK OF AMERICA CORP /DE/

2.2%

2.2%

3.5%

2.5%

2.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.4%

GEODE CAPITAL MANAGEMENT, LLC

2.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New3Increased3Decreased7Exited1

New Positions

Q0.5%

+218K

WAT0.2%

+28K

FLS0.0%

+3K

Increased

T0.0%

+8K(+36%)

CSCO1.1%

+87(+0%)

LIN0.0%

+11(+0%)

Decreased

GOOG3.4%

-47(-0%)

AMAT0.1%

-44(-0%)

WDAY0.1%

-33(-0%)

META1.9%

-19(-0%)

AMZN1.9%

-10(0%)

BRK/B0.1%

-3(-0%)

MSFT1.0%

-2(0%)

Exited

9HI

-10,500

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...