FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q1 2026
Top Holdings196 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.9M | $506.2M | 5.7% | $114.23 | +57.62% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $431.6M | 4.9% | $96.50 | +162.53% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $430.2M | 4.8% | $98.34 | +208.67% | 29 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 972,568 | $360M | 4.1% | $116.96 | +245.35% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $286.2M | 3.2% | $114.91 | +81.64% | 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% | $162.74 | +92.85% | 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 |
ENERGY SELECT SECTOR SPDR | 2.7M | $164.4M | 1.8% | $53.55 | +5.55% | 15 qtrssince 2022-Q3 | Increased 77 |
META PLATFORMS INC-CLASS A | 285,591 | $163.4M | 1.8% | $190.38 | +244.09% | 29 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL WORLD EX US CORE | 4.8M | $163.3M | 1.8% | $28.05 | +25.23% | 7 qtrssince 2024-Q3 | Unchanged 0 |
JPMORGAN CHASE & CO | 519,225 | $152.7M | 1.7% | $103.79 | +189.30% | 29 qtrssince 2019-Q1 | Increased 50 |
UTILITIES SELECT SECTOR SPDR | 3.2M | $147.3M | 1.7% | $34.41 | +36.79% | 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-CL B | 237,000 | $113.6M | 1.3% | $207.95 | +131.48% | 29 qtrssince 2019-Q1 | Increased 49 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 328,475 | $111M | 1.2% | $193.41 | +82.58% | 11 qtrssince 2023-Q3 | Increased 49 |
VISA INC-CLASS A SHARES | 357,301 | $108M | 1.2% | $162.76 | +84.97% | 29 qtrssince 2019-Q1 | Increased 51 |
DIMENSIONAL ETF TRUST | 3.1M | $104.5M | 1.2% | $26.03 | +33.94% | 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 Rating: 3.5/5.0.
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
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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