Auto-Owners Insurance 13F: Exits Graham (GHM) Stake

Auto-Owners Insurance completely exited its holdings in Graham Corporation (NYSE: GHM) according to a Form 13F regulatory filing filed on October 15, 2026. Because 13F filings are backward-looking reports, this update covers portfolio shifts from the previous quarter and might not reflect the fund's exact current holdings. Institutional investors use these disclosures to reveal quarterly trades to the Securities and Exchange Commission.

Inside Auto-Owners Insurance's Graham Corporation Trade

The fund sold out of its entire stake, liquidating all 11,000 shares it previously held. The complete exit reduced the position down to zero shares, erasing the prior investment entirely. Because 13F reports do not disclose exact transaction dates or execution prices, the dollar value of the sale depends on the market valuation during the reported period.

Other Institutional Activity in Graham Corporation

Brandes Investment Partners L.P. reduced its holdings by 91,341 shares, ending with 1,079,699 shares worth about $73,937,791. Blackrock Inc. grew its holdings by 123,819 shares, ending with 890,500 shares worth about $60,981,442. T. Rowe Price Investment Management, Inc. grew its holdings by 303,640 shares, ending with 607,281 shares worth about $41,586,604. Vanguard Capital Management LLC added 31,767 shares, growing its stake roughly 7.0% to 485,581 shares worth about $33,252,588. Royce & Associates LP cut its holdings by 2,378 shares, ending with 446,392 shares worth about $30,568,925.

Graham Corporation Stock Down 4.3%

Graham Corporation shares recently traded around $68.12 as of October 16, 2026. That price sits well below the company's 50-day moving average of $91.37 and its 200-day moving average of $91.32. The stock has traded in a 52-week range between $52.57 and $125.82.

Recent Earnings

Graham Corporation reported trailing twelve-month revenue of $261,148,000 with an earnings per share of $1.03. The company posted a net margin of 4.5% and a return on equity of 7.5%. Investors can look ahead to the company's next earnings report, which is scheduled for November 6, 2026.

Insider Buying and Selling at Graham Corporation

Director Mauro Gregorio bought 1,200 shares on September 12, 2025, at an average price of $49.01 per share for a total value of $58,812. Director Mauro Gregorio bought another 1,200 shares on September 12, 2025, at an average price of $49.01 per share for a total value of $58,812.

Analysts Set New Price Targets

On June 23, 2026, Northland Capital Markets maintained an outperform rating with a price target of $135.00, raising it from $111.00. On June 25, 2026, Oppenheimer maintained an outperform rating with a price target of $130.00, raising it from $110.00. On October 2, 2026, JP Morgan initiated coverage on the stock with an overweight rating and a price target of $120.00. Later, on October 8, 2026, Oppenheimer maintained an outperform rating while lowering its price target to $115.00 from $130.00. Wall Street analysts maintain a generally positive outlook on the stock, which carries a consensus buy rating and a mean price target of $125.60 based on five analyst opinions.

About Graham Corporation

Graham Corporation builds specialized equipment for demanding industrial environments. The company designs fluid, power, heat transfer, and vacuum systems used in chemical processing, defense, petroleum refining, and space exploration. Its hardware includes surface condensers, ejectors, and propulsion systems for naval and aerospace customers. Institutional shifts like this sale by Auto-Owners Insurance offer a window into how large financial entities manage their exposure to industrial manufacturing stocks.

Bottom Line

Auto-Owners Insurance's complete exit removes Graham Corporation from its portfolio entirely. Market participants will watch the company's upcoming earnings release on November 6, 2026, for fresh updates on revenue and profitability.