FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2020
Top Holdings113 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.2M | $351.7M | 6.7% | $110.82 | +37.66% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 138,950 | $270.9M | 5.1% | $89.04 | +10.29% | 5 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1M | $260.5M | 4.9% | $45.22 | +35.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 164,162 | $190.9M | 3.6% | $58.21 | -2.23% | 5 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 912,900 | $152.3M | 2.9% | $165.50 | -0.42% | 5 qtrssince 2019-Q1 | Increased 54 |
JOHNSON & JOHNSON | 1M | $131.9M | 2.5% | $116.28 | -2.77% | 5 qtrssince 2019-Q1 | Increased 54 |
VISA INC-CLASS A SHARES | 659,600 | $106.3M | 2.0% | $148.12 | +3.79% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 423,300 | $105.6M | 2.0% | $221.40 | +3.37% | 5 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 557,500 | $101.9M | 1.9% | $200.97 | -8.85% | 5 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $93.8M | 1.8% | $83.52 | -4.95% | 5 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 1.2M | $91.6M | 1.7% | $63.96 | -4.29% | 5 qtrssince 2019-Q1 | Increased 53 |
PROCTER & GAMBLE CO/THE | 789,337 | $86.8M | 1.6% | $85.96 | +8.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.5M | $81.7M | 1.6% | $40.01 | -3.47% | 5 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 666,900 | $80.1M | 1.5% | $99.96 | +5.25% | 5 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 687,092 | $78.1M | 1.5% | $29.61 | +19.68% | 5 qtrssince 2019-Q1 | Increased 48 |
HOME DEPOT INC | 368,400 | $68.8M | 1.3% | $162.77 | +4.90% | 5 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON CO | 668,752 | $67.3M | 1.3% | — | — | 5 qtrssince 2019-Q1 | Increased 75 |
COMCAST CORP-CLASS A | 1.9M | $66.7M | 1.3% | $31.05 | -9.50% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALEXION PHARMACEUTICALS INC | 733,100 | $65.8M | 1.3% | — | — | 5 qtrssince 2019-Q1 | Increased 57 |
COCA-COLA CO/THE | 1.4M | $62.1M | 1.2% | $38.18 | -1.10% | 5 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $5.3B across 113 positions as of Q1 2020. Top holdings: MSFT (6.7%), AMZN (5.1%), AAPL (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 2 new positions, 6 exits, 29 increased. Top move: RTN (INCREASED, conviction 75). Portfolio: $5.3B across 113 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer