Auto-Owners Insurance 13F: Exits Moody's (MCO) Stake

Auto-Owners Insurance has sold its entire stake in Moody's Corporation (NYSE: MCO), according to a 13F filing on October 15, 2026. The fund cut its holdings by 823 shares, exiting a position valued at around $396,000 based on recent trading prices.

What Changed in Auto-Owners Insurance's Moody's Position

Auto-Owners Insurance fully exited its position in Moody's Corporation, reducing its shares from 823 to 0. This marks a complete sellout, reflecting a 100% decrease in its holdings.

Other Institutional Activity in Moody's

Several other institutional investors have maintained their positions in Moody's Corporation. For example, Berkshire Hathaway, Inc. holds 24,669,778 shares valued at about $11.97 billion, while TCI Fund Management Ltd retains 14,334,027 shares worth approximately $6.95 billion. Blackrock Inc. reduced its stake by 665,561 shares, resulting in 12,461,878 shares valued at around $6.04 billion. Vanguard Capital Management LLC has also trimmed its holdings, ending with 9,757,973 shares valued at about $4.73 billion.

Moody's Corporation Stock Up 4.2%

Moody's shares recently traded around $482.28, which is above its 50-day moving average of $477.32 and 200-day average of $469.15, indicating a strong position relative to these averages. However, the stock is about 11.8% below its 52-week high of $546.88 and 13.2% below the analysts' mean price target of $555.43.

Recent Earnings

Moody's Corporation reported trailing twelve-month revenue of $8.16 billion and an earnings per share (EPS) of $15.76. The company has a strong return on equity (ROE) of 76.9% and a net margin of 34.3%. The next earnings report is scheduled for October 21, 2026.

Insider Buying and Selling at Moody's Corporation

Recent insider transactions included sales by Chief Executive Officer Robert Fauber, who sold 1,467 shares on multiple occasions between July 1 and September 1, 2026, at prices ranging from $455.49 to $501.89. General Counsel Richard G Steele also sold 157 shares at an average price of $455.49 on July 1, 2026.

Analysts Set New Price Targets

Analysts have been maintaining their ratings on Moody's Corporation. On October 14, 2026, JP Morgan reaffirmed an Overweight rating with a price target of $555, slightly reduced from a previous target of $570. Other firms, including Baird and Mizuho, maintained their ratings of Outperform and Neutral, respectively, with price targets of $572 and $530.

About Moody's Corporation

Moody's Corporation operates as a risk assessment firm, providing services through its two main segments: Moody's Analytics and Moody's Investors Service. It supports the risk management needs of institutional participants in financial markets, which makes its performance crucial for investors in the financial services sector.

Bottom Line

Looking ahead, investors should watch for Moody's upcoming earnings report on October 21, 2026, to gauge the company's continued financial health. It's important to note that Auto-Owners Insurance's filing reflects its holdings as of the reporting period and may not represent its current position.