FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q2 2019
Top Holdings130 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.7M | $363.9M | 4.4% | $110.82 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI ACWI EX US ETF | 7.3M | $339.4M | 4.1% | $38.32 | +2.09% | 2 qtrssince 2019-Q1 | Increased 73 |
AMAZON.COM INC | 155,550 | $294.6M | 3.5% | $89.04 | +6.33% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE ALL-WORLD EX-U | 5.8M | $293.2M | 3.5% | $40.57 | +2.86% | 2 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 1.3M | $251.3M | 3.0% | $45.22 | +4.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 186,562 | $201.7M | 2.4% | $58.21 | -7.84% | 2 qtrssince 2019-Q1 | Increased 52 |
UTILITIES SELECT SECTOR SPDR | 3.3M | $194.3M | 2.3% | $24.34 | 0.00% | 1 qtr | New 79 |
META PLATFORMS INC-CLASS A | 937,500 | $180.9M | 2.2% | $165.53 | +15.79% | 2 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 5.2M | $176.7M | 2.1% | $28.20 | +6.92% | 2 qtrssince 2019-Q1 | Increased 71 |
JPMORGAN CHASE & CO | 1.3M | $147.5M | 1.8% | $83.49 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 670,800 | $143M | 1.7% | $200.97 | +6.07% | 2 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 942,800 | $131.3M | 1.6% | $115.59 | +0.32% | 2 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 711,200 | $123.4M | 1.5% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 2.8M | $117.2M | 1.4% | $31.05 | +6.28% | 2 qtrssince 2019-Q1 | Increased 47 |
PROCTER & GAMBLE CO/THE | 1.1M | $115.7M | 1.4% | $85.96 | +6.08% | 2 qtrssince 2019-Q1 | Increased 48 |
EXXON MOBIL CORP | 1.5M | $115.2M | 1.4% | $58.62 | -4.08% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EUROPE ETF | 2M | $112.3M | 1.3% | $42.85 | +4.27% | 2 qtrssince 2019-Q1 | Unchanged 0 |
HOME DEPOT INC | 499,300 | $103.8M | 1.2% | $162.77 | +9.14% | 2 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 825,800 | $102.8M | 1.2% | $90.60 | +2.02% | 2 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 414,400 | $101.1M | 1.2% | $221.17 | -0.80% | 2 qtrssince 2019-Q1 | Increased 52 |
FACTORY MUTUAL INSURANCE CO manages $8.4B across 130 positions as of Q2 2019. Top holdings: MSFT (4.4%), ACWX (4.1%), AMZN (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 9 new positions, 6 exits, 28 increased. Top move: XLU (NEW, conviction 79). Portfolio: $8.4B across 130 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