FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q2 2025
Top Holdings162 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE INTL STOCK ETF | 8.3M | $641.6M | 7.0% | $64.66 | +17.10% | 6 qtrssince 2024-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $530.9M | 5.8% | $116.96 | +322.53% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3M | $476.9M | 5.2% | $114.23 | +38.08% | 26 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 1.8M | $374.5M | 4.1% | $96.50 | +111.59% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.3M | $294.4M | 3.2% | $111.87 | +99.61% | 26 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 1.7M | $294.1M | 3.2% | $95.39 | +86.58% | 26 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 325,341 | $240.1M | 2.6% | $190.38 | +284.77% | 26 qtrssince 2019-Q1 | Unchanged 0 |
BROADCOM INC | 833,945 | $229.9M | 2.5% | $156.63 | +74.70% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.3M | $223.6M | 2.4% | $88.71 | +6.77% | 10 qtrssince 2023-Q1 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 2.3M | $184.3M | 2.0% | $27.11 | +47.90% | 19 qtrssince 2020-Q4 | Unchanged 0 |
JPMORGAN CHASE & CO | 566,725 | $164.3M | 1.8% | $93.66 | +202.23% | 26 qtrssince 2019-Q1 | Unchanged 0 |
J P MORGAN EXCHANGE TRADED F | 3.2M | $151.4M | 1.7% | $44.08 | +0.87% | 2 qtrssince 2025-Q1 | Increased 66 |
INDUSTRIAL SELECT SECT SPDR | 923,500 | $136.2M | 1.5% | $108.25 | +34.59% | 10 qtrssince 2023-Q1 | Unchanged 0 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 496,200 | $125.7M | 1.4% | $125.03 | 0.00% | 1 qtr | New 69 |
BERKSHIRE HATHAWAY INC-CL B | 254,500 | $123.6M | 1.4% | $200.97 | +141.67% | 26 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 345,051 | $122.5M | 1.3% | $152.64 | +130.35% | 26 qtrssince 2019-Q1 | Unchanged 0 |
DIMENSIONAL ETF TRUST | 2.8M | $118.1M | 1.3% | $39.71 | +1.53% | 4 qtrssince 2024-Q3 | Unchanged 0 |
VANGUARD EUROPE ETF | 1.4M | $109.5M | 1.2% | $69.11 | +10.55% | 2 qtrssince 2025-Q1 | Unchanged 0 |
ISHARES RUSSELL MIDCAP INDEX FUND | 978,700 | $90M | 1.0% | $73.82 | +23.05% | 16 qtrssince 2021-Q3 | Unchanged 0 |
DIMENSIONAL ETF TRUST | 3.1M | $89.4M | 1.0% | $26.03 | +9.27% | 5 qtrssince 2024-Q2 | Unchanged 0 |
FACTORY MUTUAL INSURANCE CO manages $9.1B across 162 positions as of Q2 2025. Top holdings: IXUS (7.0%), MSFT (5.8%), NVDA (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 1 new positions, 6 exits, 28 increased. Top move: XLK (NEW, conviction 69). Portfolio: $9.1B across 162 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