FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q2 2021
Top Holdings126 positions
Microsoft Corp | 1.7M | $464.9M | 5.7% | $110.12 | +135.64% | 10 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 3.1M | $418.4M | 5.1% | $45.22 | +194.95% | 10 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 138,538 | $347.2M | 4.2% | $58.09 | +113.69% | 10 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 97,617 | $335.8M | 4.1% | $89.04 | +93.19% | 10 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 671,211 | $233.4M | 2.9% | $166.64 | +106.68% | 10 qtrssince 2019-Q1 | Decreased 0 |
Utilities Select Sector SPDR Fund | 2.7M | $168.4M | 2.1% | $26.37 | +2.39% | 3 qtrssince 2020-Q4 | Decreased 0 |
SPDR S&P Insurance ETF | 3.8M | $147.3M | 1.8% | $30.39 | +15.96% | 3 qtrssince 2020-Q4 | Decreased 0 |
Johnson & Johnson | 791,653 | $130.4M | 1.6% | $114.44 | +24.45% | 10 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 467,338 | $129.9M | 1.6% | $200.97 | +38.29% | 10 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 834,642 | $129.8M | 1.6% | $82.73 | +64.96% | 10 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 536,998 | $125.6M | 1.5% | $148.12 | +51.78% | 10 qtrssince 2019-Q1 | Decreased 0 |
Goldman Sachs Group Inc/The | 314,786 | $119.5M | 1.5% | $157.76 | +112.09% | 10 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 297,917 | $119.3M | 1.5% | $217.06 | +67.96% | 10 qtrssince 2019-Q1 | Decreased 0 |
Morgan Stanley | 1.3M | $116.2M | 1.4% | $32.28 | +140.49% | 10 qtrssince 2019-Q1 | Decreased 0 |
Financial Select Sector SPDR Fund | 3.1M | $114.9M | 1.4% | $31.73 | +6.50% | 3 qtrssince 2020-Q4 | Increased 76 |
PayPal Holdings Inc | 375,952 | $109.6M | 1.3% | $104.10 | +180.58% | 10 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 246,429 | $105.5M | 1.3% | $375.61 | +6.99% | 2 qtrssince 2021-Q1 | Increased 57 |
BLACKROCK ETF TRUST | 2.1M | $105.3M | 1.3% | $45.61 | 0.00% | 1 qtr | New 68 |
Merck & Co Inc | 1.3M | $103M | 1.3% | $62.64 | +5.59% | 10 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 194,742 | $98.2M | 1.2% | $337.76 | +47.17% | 10 qtrssince 2019-Q1 | Increased 49 |
FACTORY MUTUAL INSURANCE CO manages $8.2B across 126 positions as of Q2 2021. Top holdings: MSFT (5.7%), AAPL (5.1%), GOOG (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 6 new positions, 10 exits, 21 increased. Top move: XLF (INCREASED, conviction 76). Portfolio: $8.2B across 126 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR