FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2021
Top Holdings130 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $419.4M | 5.4% | $110.82 | +101.21% | 9 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.2M | $385.6M | 4.9% | $93.76 | +26.67% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 102,600 | $317.5M | 4.1% | $89.04 | +71.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 145,871 | $301.8M | 3.9% | $58.21 | +75.25% | 9 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 697,005 | $205.3M | 2.6% | $166.95 | +71.30% | 9 qtrssince 2019-Q1 | Increased 53 |
UTILITIES SELECT SECTOR SPDR | 2.7M | $175.3M | 2.2% | $26.53 | +3.66% | 2 qtrssince 2020-Q4 | Decreased 0 |
SPDR SERIES TRUST | 4M | $146.9M | 1.9% | $30.47 | +11.62% | 2 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 822,704 | $135.2M | 1.7% | $116.28 | +23.88% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 861,181 | $131.1M | 1.7% | $83.52 | +62.88% | 9 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 495,239 | $126.5M | 1.6% | $200.97 | +28.47% | 9 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 320,349 | $119.2M | 1.5% | $221.40 | +56.08% | 9 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 562,054 | $119M | 1.5% | $148.12 | +37.24% | 9 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 814,315 | $110.3M | 1.4% | $87.78 | +33.98% | 9 qtrssince 2019-Q1 | Increased 50 |
MERCK & CO. INC. | 1.4M | $107.4M | 1.4% | $63.89 | -1.07% | 9 qtrssince 2019-Q1 | Increased 54 |
GOLDMAN SACHS GROUP INC | 328,082 | $107.3M | 1.4% | $161.00 | +83.84% | 9 qtrssince 2019-Q1 | Decreased 0 |
MORGAN STANLEY | 1.3M | $102.4M | 1.3% | $32.28 | +102.83% | 9 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 214,259 | $99.3M | 1.3% | $25.73 | +62.76% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 424,000 | $93.7M | 1.2% | $195.59 | +5.02% | 2 qtrssince 2020-Q4 | Increased 76 |
PAYPAL HOLDINGS INC | 385,060 | $93.5M | 1.2% | $104.10 | +126.70% | 9 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 1.6M | $88.2M | 1.1% | $31.05 | +43.32% | 9 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $7.8B across 130 positions as of Q1 2021. Top holdings: MSFT (5.4%), AAPL (4.9%), AMZN (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 5 new positions, exited 3, increased 24, trimmed 85. Top move: IWM (INCREASED, conviction 76). Portfolio: $7.8B across 130 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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