FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2021
Top Holdings130 positions
MICROSOFT CORP | 1.8M | $419.4M | 5.4% | $110.12 | +104.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.2M | $385.6M | 4.9% | $45.22 | +162.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 102,600 | $317.5M | 4.1% | $89.04 | +73.75% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 145,871 | $301.8M | 3.9% | $58.09 | +76.37% | 9 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 697,005 | $205.3M | 2.6% | $166.64 | +75.07% | 9 qtrssince 2019-Q1 | Increased 53 |
SELECT SECTOR SPDR TR | 2.7M | $175.3M | 2.2% | $26.37 | +2.90% | 2 qtrssince 2020-Q4 | Decreased 0 |
SPDR SER TR | 4M | $146.9M | 1.9% | $30.39 | +9.66% | 2 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 822,704 | $135.2M | 1.7% | $114.44 | +23.39% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 861,181 | $131.1M | 1.7% | $82.73 | +60.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 495,239 | $126.5M | 1.6% | $200.97 | +27.12% | 9 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 320,349 | $119.2M | 1.5% | $217.06 | +55.49% | 9 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 562,054 | $119M | 1.5% | $148.12 | +37.24% | 9 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 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% | $62.64 | -0.97% | 9 qtrssince 2019-Q1 | Increased 54 |
GOLDMAN SACHS GROUP INC | 328,082 | $107.3M | 1.4% | $157.76 | +82.12% | 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% | $25.69 | +62.76% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 424,000 | $93.7M | 1.2% | $195.56 | +5.73% | 2 qtrssince 2020-Q4 | Increased 76 |
PAYPAL HLDGS INC | 385,060 | $93.5M | 1.2% | $104.10 | +126.70% | 9 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 1.6M | $88.2M | 1.1% | $29.82 | +41.04% | 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 Score: 3.5/5.0.
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR