Auto-Owners Insurance Co Portfolio Changes Q2 2026
Auto-Owners Insurance Co's investment strategy for the quarter ending June 30, 2026, involved adjustments to its holdings across various sectors.
Auto-Owners Investment Company has made notable changes to its portfolio during the second quarter of 2026. The fund manager focused on strategic buying and selling activities while maintaining a significant allocation in certain asset classes.
Purchases: Auto-Owners Insurance Co increased its exposure to several sectors, including Healthcare with Select Sector SPDR Trust (XLRE), which now accounts for 0.58% of the portfolio. The fund also added positions in DGRO and Kraft Heinz Co (KHC).
- XLRE: Auto-Owners Insurance Co boosted its position in this healthcare-focused ETF, increasing the allocation from 0.58% to a new percentage.
- DGRO: The fund acquired shares of this technology sector tracker, adding it as a holding with an allocation of approximately 0.88%.
- Kraft Heinz Co (KHC): Auto-Owners Insurance Co purchased shares in the consumer defensive stock, increasing its stake to about $12.4 million worth.
Sales: The fund manager sold or reduced positions across multiple sectors during Q2 2026. Notable exits include Vanguard Intl Equity Index Fund (VWO) and SPDR ETFs like SPDW, XNTK, and SPYD.
- VWO: Auto-Owners Insurance Co completely exited its position in this international equity fund.
- SPDW: The fund sold a significant portion of its holdings, reducing the allocation by 22.44% to $767 million worth.
- XNTK: Auto-Owners Insurance Co decreased its position in this SPDR Series Trust ETF by approximately 11.61%, lowering the allocation value.
- Vanguard Whitehall Fund (VYM): The fund sold shares of VYM, reducing its allocation percentage and total stock value.
The portfolio's top holdings remained dominated by SPDR products like SPDW and SPYD. Alphabet Inc (GOOG) saw a reduction, while other individual stocks like BRK-A were also sold off.