FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2022
Top Holdings136 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.4M | $411.5M | 5.6% | $93.76 | +82.15% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.3M | $411.3M | 5.6% | $110.82 | +174.60% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 106,066 | $296.2M | 4.0% | $58.21 | +143.23% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 86,950 | $283.5M | 3.8% | $89.04 | +86.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 2.5M | $183M | 2.5% | $26.53 | +25.22% | 6 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD EUROPE ETF | 2.4M | $147.3M | 2.0% | $57.71 | -3.25% | 6 qtrssince 2020-Q4 | Increased 62 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 822,125 | $130.7M | 1.8% | $68.58 | +14.18% | 6 qtrssince 2020-Q4 | Increased 58 |
SPDR SERIES TRUST | 3M | $126.5M | 1.7% | $30.47 | +30.95% | 6 qtrssince 2020-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 348,700 | $126.4M | 1.7% | $358.39 | 0.00% | 1 qtr | New 69 |
BERKSHIRE HATHAWAY INC-CL B | 345,200 | $121.8M | 1.6% | $200.97 | +77.94% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 235,600 | $120.1M | 1.6% | $221.40 | +120.53% | 13 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 107,200 | $115.5M | 1.6% | $290.14 | +25.68% | 6 qtrssince 2020-Q4 | Increased 48 |
META PLATFORMS INC-CLASS A | 511,600 | $113.8M | 1.5% | $171.33 | +32.07% | 13 qtrssince 2019-Q1 | Increased 51 |
BLACKROCK ETF TRUST | 2.1M | $107.3M | 1.5% | $45.87 | +6.15% | 4 qtrssince 2021-Q2 | Unchanged 0 |
NVIDIA CORP | 370,200 | $101M | 1.4% | $16.51 | +67.37% | 13 qtrssince 2019-Q1 | Unchanged 0 |
BROADCOM INC | 158,708 | $99.9M | 1.4% | $25.73 | +127.36% | 13 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 1.2M | $95.4M | 1.3% | $63.95 | +14.94% | 13 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 424,000 | $94M | 1.3% | $148.12 | +44.64% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 521,600 | $92.4M | 1.3% | $116.28 | +38.25% | 13 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 156,500 | $92.4M | 1.3% | $336.81 | +74.85% | 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 Rating: 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
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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