Auto-Owners Insurance 13F: Cuts EFV Stake by $78M
The institutional investor cut its exposure to international value stocks by nearly a quarter during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Auto-Owners Insurance sold 989,500 shares from its stake in iShares MSCI EAFE Value ETF ($EFV), a 24.97% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 2,973,500 shares worth $235.32 million at the end of the quarter.
Since the filing, $EFV is up 0.2% to date (from the $79.17 close on Oct 15, 2026).
Find the original: Auto-Owners Insurance 13F filings on SEC EDGAR
EFV
iShares MSCI EAFE Value ETF
Key Points
- Auto-Owners Insurance reduced its stake in iShares MSCI EAFE Value ETF by 989,500 shares, bringing its total holding down to 2,973,500 shares.
- The remaining position in the international value fund was valued at roughly $235.3 million based on the latest reported figures.
- Shares of the exchange-traded fund recently traded around $79.27, holding above their 200-day moving average of $77.74.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares MSCI EAFE Value ETF alert may contain errors. Disclosures
Auto-Owners Insurance reduced its investment in the iShares MSCI EAFE Value ETF (EFV) on Cboe US, according to a recent Form 13F filing with the Securities and Exchange Commission filed on October 15, 2026. This report covers portfolio adjustments made by the institutional investor, though because 13F filings look backward at historical holdings, they may not show what the fund holds today.
What Changed in Auto-Owners Insurance's iShares MSCI EAFE Value ETF Position
Auto-Owners Insurance cut its stake by 24.1% during the quarter, selling 989,500 shares of the international equity fund. The sale left the investor with 2,973,500 shares remaining in the portfolio. Based on the filing details, that final block of shares carried a reported value of $235.3 million.
iShares MSCI EAFE Value ETF Stock Up 0.1%
The exchange-traded fund recently traded around $79.27 as of October 16, 2026. That price sits below its 50-day moving average of $80.89 and about 2.0% above its 200-day moving average of $77.74. The fund's shares have traded between a 52-week low of $67.34 and a 52-week high of $83.23, putting the recent price roughly 4.8% off the peak.
Dividend
The fund supports its holdings with an annual dividend yield of 4.61%.
About iShares MSCI EAFE Value ETF
iShares MSCI EAFE Value ETF is an exchange-traded fund that targets value stocks across international developed markets, covering countries in Europe, Australasia, and the Far East. The fund holds a basket of equities selected from the broader MSCI EAFE Index to offer investors exposure to overseas value companies.
Bottom Line
Institutional investors and market watchers will want to follow upcoming disclosures from Auto-Owners Insurance to see if the fund continues scaling back its international equity exposure. Because 13F reports reflect past snapshots, these filings serve as a historical record of portfolio changes rather than a real-time trading guide. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Auto-Owners Insurance's 13F filing on $EFV (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Auto-Owners Insurance 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts