FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q2 2024
Top Holdings170 positions
ISHARES TR | 6M | $584.6M | 6.7% | $88.08 | +1.30% | 6 qtrssince 2023-Q1 | Decreased 0 |
Microsoft Corp. | 1.1M | $494.1M | 5.6% | $113.61 | +286.59% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 6.6M | $444.5M | 5.1% | $62.89 | +0.74% | 2 qtrssince 2024-Q1 | Increased 81 |
Apple Inc. | 1.9M | $408.3M | 4.7% | $50.80 | +310.67% | 22 qtrssince 2019-Q1 | Increased 58 |
NVIDIA Corp. | 3M | $373.2M | 4.3% | $4.63 | +2559.24% | 22 qtrssince 2019-Q1 | Increased 92 |
Alphabet Inc. | 1.7M | $317.7M | 3.6% | $58.09 | +213.13% | 22 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.4M | $311.7M | 3.6% | $85.07 | +31.22% | 15 qtrssince 2020-Q4 | Decreased 0 |
Amazon.com, Inc. | 1.4M | $275.5M | 3.1% | $91.00 | +112.36% | 22 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 340,990 | $171.9M | 2.0% | $179.58 | +178.68% | 22 qtrssince 2019-Q1 | Increased 49 |
Broadcom Inc | 95,530 | $153.4M | 1.7% | $26.10 | +502.69% | 22 qtrssince 2019-Q1 | Increased 48 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 2.2M | $146.6M | 1.7% | $26.37 | +21.21% | 15 qtrssince 2020-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 234,500 | $119.4M | 1.4% | $264.63 | +82.82% | 22 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co. | 572,425 | $115.8M | 1.3% | $89.04 | +116.79% | 22 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 869,000 | $105.9M | 1.2% | $101.09 | +17.01% | 6 qtrssince 2023-Q1 | Decreased 0 |
ISHARES INC | 2M | $104.4M | 1.2% | $48.57 | +4.76% | 2 qtrssince 2024-Q1 | Unchanged 0 |
Berkshire Hathaway Inc. | 256,100 | $104.2M | 1.2% | $200.97 | +102.42% | 22 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 377,051 | $99M | 1.1% | $152.64 | +69.06% | 22 qtrssince 2019-Q1 | Increased 48 |
Eli Lilly & Co. | 103,800 | $94M | 1.1% | $196.62 | +353.49% | 18 qtrssince 2020-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 171,856 | $93.5M | 1.1% | $532.59 | +0.35% | 9 qtrssince 2022-Q2 | Increased 76 |
ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 2.1M | $92M | 1.0% | $41.08 | +3.27% | 13 qtrssince 2021-Q2 | Unchanged 0 |
FACTORY MUTUAL INSURANCE CO manages $8.8B across 170 positions as of Q2 2024. Top holdings: AGG (6.7%), MSFT (5.6%), IXUS (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 8 new positions, 7 exits, 29 increased. Top move: NVDA (INCREASED, conviction 92). Portfolio: $8.8B across 170 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
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