FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2022
Top Holdings136 positions
Apple Inc. | 2.4M | $411.5M | 5.6% | $45.22 | +277.63% | 13 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.3M | $411.3M | 5.6% | $110.12 | +169.74% | 13 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 106,066 | $296.2M | 4.0% | $58.09 | +138.13% | 13 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 86,950 | $283.5M | 3.8% | $89.04 | +83.07% | 13 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 2.5M | $183M | 2.5% | $26.37 | +23.26% | 6 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 2.4M | $147.3M | 2.0% | $56.10 | -4.45% | 6 qtrssince 2020-Q4 | Increased 62 |
SELECT SECTOR SPDR TR | 822,125 | $130.7M | 1.8% | $68.04 | +12.98% | 6 qtrssince 2020-Q4 | Increased 58 |
STATE STREET SPDR S&P INSURANCE ETF | 3M | $126.5M | 1.7% | $30.39 | +28.27% | 6 qtrssince 2020-Q4 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 348,700 | $126.4M | 1.7% | $358.39 | 0.00% | 1 qtr | New 69 |
Berkshire Hathaway Inc. | 345,200 | $121.8M | 1.6% | $200.97 | +75.61% | 13 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 235,600 | $120.1M | 1.6% | $217.06 | +115.98% | 13 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 107,200 | $115.5M | 1.6% | $290.20 | +23.78% | 6 qtrssince 2020-Q4 | Increased 48 |
Meta Platforms Inc | 511,600 | $113.8M | 1.5% | $170.65 | +29.06% | 13 qtrssince 2019-Q1 | Increased 51 |
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 2.1M | $107.3M | 1.5% | $45.61 | +4.44% | 4 qtrssince 2021-Q2 | Unchanged 0 |
NVIDIA Corp. | 370,200 | $101M | 1.4% | $4.63 | +486.56% | 13 qtrssince 2019-Q1 | Unchanged 0 |
Broadcom Inc | 158,708 | $99.9M | 1.4% | $25.69 | +127.36% | 13 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co., Inc | 1.2M | $95.4M | 1.3% | $62.70 | +14.38% | 13 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 424,000 | $94M | 1.3% | $148.12 | +44.64% | 13 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 521,600 | $92.4M | 1.3% | $114.44 | +36.43% | 13 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 156,500 | $92.4M | 1.3% | $337.76 | +72.56% | 13 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $7.4B across 136 positions as of Q1 2022. Top holdings: AAPL (5.6%), MSFT (5.6%), GOOG (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 5 new positions, exited 2, increased 18, trimmed 63. Top move: QQQ (NEW, conviction 69). Portfolio: $7.4B across 136 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
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