FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2026
Top Holdings196 positions
NVIDIA CORPORATION | 2.9M | $506.2M | 5.7% | $12.73 | +1266.41% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $431.6M | 4.9% | $50.80 | +398.67% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.5M | $430.2M | 4.8% | $61.33 | +367.15% | 29 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 972,568 | $360M | 4.1% | $116.24 | +217.16% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.4M | $286.2M | 3.2% | $98.57 | +111.29% | 29 qtrssince 2019-Q1 | Increased 58 |
J P MORGAN EXCHANGE TRADED F | 5.8M | $275.2M | 3.1% | $44.72 | +3.20% | 5 qtrssince 2025-Q1 | Unchanged 0 |
BROADCOM INC | 750,095 | $232.2M | 2.6% | $46.69 | +560.66% | 29 qtrssince 2019-Q1 | Increased 54 |
DIMENSIONAL ETF TRUST | 4.5M | $191.6M | 2.2% | $40.30 | +3.29% | 7 qtrssince 2024-Q3 | Unchanged 0 |
ISHARES TR | 1.8M | $181M | 2.0% | $92.37 | +5.67% | 13 qtrssince 2023-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.7M | $164.4M | 1.8% | $55.91 | +8.13% | 15 qtrssince 2022-Q3 | Increased 77 |
META PLATFORMS INC | 285,591 | $163.4M | 1.8% | $189.65 | +201.17% | 29 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.8M | $163.3M | 1.8% | $27.52 | +21.50% | 7 qtrssince 2024-Q3 | Unchanged 0 |
JPMORGAN CHASE & CO | 519,225 | $152.7M | 1.7% | $102.60 | +183.97% | 29 qtrssince 2019-Q1 | Increased 50 |
SELECT SECTOR SPDR TR | 3.2M | $147.3M | 1.7% | $26.92 | +68.12% | 22 qtrssince 2020-Q4 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 1.7M | $126.6M | 1.4% | $75.33 | +3.92% | 2 qtrssince 2025-Q4 | Unchanged 0 |
EXXON MOBIL CORP | 680,654 | $115.5M | 1.3% | $78.55 | +93.29% | 29 qtrssince 2019-Q1 | Increased 49 |
BERKSHIRE HATHAWAY INC DEL | 237,000 | $113.6M | 1.3% | $207.89 | +130.50% | 29 qtrssince 2019-Q1 | Increased 49 |
TAIWAN SEMICONDUCTOR MANUFAC | 328,475 | $111M | 1.2% | $192.71 | +74.49% | 11 qtrssince 2023-Q3 | Increased 49 |
VISA INC | 357,301 | $108M | 1.2% | $162.76 | +84.97% | 29 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 3.1M | $104.5M | 1.2% | $25.52 | +31.16% | 8 qtrssince 2024-Q2 | Unchanged 0 |
FACTORY MUTUAL INSURANCE CO manages $8.9B across 196 positions as of Q1 2026. Top holdings: NVDA (5.7%), AAPL (4.9%), GOOG (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 12 new positions, 12 exits, 97 increased. Top move: XLE (INCREASED, conviction 77). Portfolio: $8.9B across 196 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