Auto-Owners Insurance Co
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$9.6B
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPDW
SPDR INDEX SHS FDS
Q1 2026: New position (5.5k shares)
18.8%
02
$ITOT
ISHARES TR
Held since at least Q1 2024
10.7%
03
$XNTK
SPDR SERIES TRUST
Held since at least Q1 2024
7.8%
04
$EFV
ISHARES TR
Q1 2026: New position (4.6k shares)
7.1%
05
$IDEV
ISHARES TR
Held since at least Q1 2024
4.5%
06
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.7%
07
$GOOG
ALPHABET INC
Q1 2026: New position (45.4k shares)
3.4%
08
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
3.2%
09
$IUSV
ISHARES TR
Held since at least Q1 2024
2.9%
10
$SPYD
SPDR SERIES TRUST
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.