FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings169 positions
ISHARES TR | 6.1M | $599.9M | 6.9% | $88.08 | +1.27% | 5 qtrssince 2023-Q1 | Increased 85 |
MICROSOFT CORP | 1.1M | $468.8M | 5.4% | $113.61 | +263.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.6M | $335.4M | 3.9% | $85.07 | +20.59% | 14 qtrssince 2020-Q4 | Increased 57 |
APPLE INC | 1.9M | $329.3M | 3.8% | $49.31 | +244.03% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.7M | $318M | 3.7% | $62.70 | 0.00% | 1 qtr | New 86 |
NVIDIA CORPORATION | 310,060 | $280.2M | 3.2% | $4.63 | +1844.78% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.7M | $266.4M | 3.1% | $58.09 | +159.64% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.4M | $259.3M | 3.0% | $91.00 | +98.22% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $225.1M | 2.6% | $178.11 | +14.91% | 14 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC | 330,590 | $160.5M | 1.8% | $169.49 | +184.08% | 21 qtrssince 2019-Q1 | Increased 49 |
SELECT SECTOR SPDR TR | 2.2M | $141.5M | 1.6% | $26.37 | +15.85% | 14 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 95,230 | $126.2M | 1.4% | $25.69 | +403.94% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 234,500 | $116M | 1.3% | $264.63 | +76.84% | 21 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 579,125 | $116M | 1.3% | $89.04 | +113.44% | 21 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 899,000 | $113.2M | 1.3% | $101.09 | +20.53% | 5 qtrssince 2023-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 257,600 | $108.3M | 1.2% | $200.97 | +109.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 370,651 | $103.4M | 1.2% | $150.82 | +81.59% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 2M | $100.6M | 1.2% | $48.57 | 0.00% | 1 qtr | New 68 |
ISHARES TR | 867,000 | $95.5M | 1.1% | $87.48 | +21.75% | 6 qtrssince 2022-Q4 | Decreased 0 |
BLACKROCK ETF TRUST | 2.1M | $93.8M | 1.1% | $41.08 | +3.32% | 12 qtrssince 2021-Q2 | Unchanged 0 |
FACTORY MUTUAL INSURANCE CO manages $8.7B across 169 positions as of Q1 2024. Top holdings: AGG (6.9%), MSFT (5.4%), XLK (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 9 new positions, 2 exits, 10 increased. Top move: IXUS (NEW, conviction 86). Portfolio: $8.7B across 169 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
Verify source filings on SEC EDGAR