FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2025
Top Holdings167 positions
ISHARES TR | 8.6M | $598M | 6.9% | $63.77 | +4.46% | 5 qtrssince 2024-Q1 | Decreased 0 |
ISHARES CORE U.S. AGGREGATE | 5.3M | $523.5M | 6.1% | $88.09 | +5.43% | 9 qtrssince 2023-Q1 | Decreased 0 |
APPLE INC | 1.9M | $411.2M | 4.8% | $50.80 | +334.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $409.1M | 4.7% | $116.24 | +219.19% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 2.9M | $316.5M | 3.7% | $7.82 | +1282.04% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.7M | $259M | 3.0% | $58.09 | +167.67% | 25 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON COM INC | 1.3M | $255.3M | 3.0% | $95.01 | +100.25% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 325,341 | $187.5M | 2.2% | $189.65 | +202.45% | 25 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.3M | $178M | 2.1% | $26.92 | +40.44% | 18 qtrssince 2020-Q4 | Unchanged 0 |
BROADCOM INC | 877,445 | $146.9M | 1.7% | $37.42 | +342.32% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 566,725 | $139M | 1.6% | $92.41 | +156.36% | 25 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC DEL | 254,500 | $135.5M | 1.6% | $200.97 | +165.01% | 25 qtrssince 2019-Q1 | Unchanged 0 |
SELECT SECTOR SPDR TR | 923,500 | $121M | 1.4% | $107.74 | +19.42% | 9 qtrssince 2023-Q1 | Decreased 0 |
VISA INC | 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% | $39.26 | -0.15% | 3 qtrssince 2024-Q3 | Increased 71 |
UNITEDHEALTH GROUP INC | 194,600 | $101.9M | 1.2% | $276.90 | +81.79% | 25 qtrssince 2019-Q1 | Increased 50 |
J P MORGAN EXCHANGE TRADED F | 2.2M | $101.2M | 1.2% | $43.53 | 0.00% | 1 qtr | New 68 |
VANGUARD INTL EQUITY INDEX F | 1.4M | $99.2M | 1.2% | $66.96 | 0.00% | 1 qtr | New 68 |
ISHARES TR | 978,700 | $83.3M | 1.0% | $73.06 | +14.29% | 15 qtrssince 2021-Q3 | Unchanged 0 |
JOHNSON & JOHNSON | 494,560 | $82M | 1.0% | $119.06 | +34.08% | 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 Score: 2.5/5.0.
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
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