FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2025
Top Holdings167 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE INTL STOCK ETF | 8.6M | $598M | 6.9% | $64.66 | +5.05% | 5 qtrssince 2024-Q1 | Decreased 0 |
ISHARES TR | 5.3M | $523.5M | 6.1% | $88.71 | +5.43% | 9 qtrssince 2023-Q1 | Decreased 0 |
APPLE INC | 1.9M | $411.2M | 4.8% | $96.50 | +128.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $409.1M | 4.7% | $116.96 | +222.14% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.9M | $316.5M | 3.7% | $112.75 | -2.75% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.7M | $259M | 3.0% | $95.39 | +63.14% | 25 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON.COM INC | 1.3M | $255.3M | 3.0% | $111.87 | +72.28% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 325,341 | $187.5M | 2.2% | $190.38 | +202.26% | 25 qtrssince 2019-Q1 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 2.3M | $178M | 2.1% | $27.11 | +40.86% | 18 qtrssince 2020-Q4 | Unchanged 0 |
BROADCOM INC | 877,445 | $146.9M | 1.7% | $157.39 | +6.81% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 566,725 | $139M | 1.6% | $93.66 | +154.07% | 25 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL B | 254,500 | $135.5M | 1.6% | $200.97 | +161.89% | 25 qtrssince 2019-Q1 | Unchanged 0 |
INDUSTRIAL SELECT SECT SPDR | 923,500 | $121M | 1.4% | $108.25 | +18.96% | 9 qtrssince 2023-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 345,051 | $120.9M | 1.4% | $152.64 | +126.99% | 25 qtrssince 2019-Q1 | Unchanged 0 |
DIMENSIONAL ETF TRUST | 2.8M | $117.5M | 1.4% | $39.71 | -0.15% | 3 qtrssince 2024-Q3 | Increased 71 |
UNITEDHEALTH GROUP INC | 194,600 | $101.9M | 1.2% | $281.52 | +79.66% | 25 qtrssince 2019-Q1 | Increased 50 |
J P MORGAN EXCHANGE TRADED F | 2.2M | $101.2M | 1.2% | $43.89 | 0.00% | 1 qtr | New 68 |
VANGUARD EUROPE ETF | 1.4M | $99.2M | 1.2% | $69.11 | 0.00% | 1 qtr | New 68 |
ISHARES RUSSELL MIDCAP INDEX FUND | 978,700 | $83.3M | 1.0% | $73.82 | +13.47% | 15 qtrssince 2021-Q3 | Unchanged 0 |
JOHNSON & JOHNSON | 494,560 | $82M | 1.0% | $121.05 | +32.27% | 25 qtrssince 2019-Q1 | Unchanged 0 |
FACTORY MUTUAL INSURANCE CO manages $8.6B across 167 positions as of Q1 2025. Top holdings: IXUS (6.9%), AGG (6.1%), AAPL (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 7 new positions, 12 exits, 22 increased. Top move: DFCF (INCREASED, conviction 71). Portfolio: $8.6B across 167 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
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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