FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q3 2019
Top Holdings116 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.5M | $342.6M | 5.3% | $110.82 | +17.61% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $269.1M | 4.2% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 154,150 | $267.6M | 4.1% | $89.04 | -3.11% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 186,762 | $227.7M | 3.5% | $58.21 | +4.45% | 3 qtrssince 2019-Q1 | Increased 56 |
META PLATFORMS INC-CLASS A | 882,000 | $157.1M | 2.4% | $165.53 | +6.25% | 3 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $155.7M | 2.4% | $83.52 | +17.97% | 3 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 670,900 | $139.6M | 2.2% | $200.97 | +3.23% | 3 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 671,200 | $115.5M | 1.8% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 910,837 | $113.3M | 1.8% | $85.96 | +21.12% | 3 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 860,100 | $111.3M | 1.7% | $115.59 | -6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 2.4M | $106.8M | 1.7% | $31.05 | +13.18% | 3 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.5M | $106.4M | 1.6% | $58.60 | -9.39% | 3 qtrssince 2019-Q1 | Increased 47 |
CHEVRON CORP | 810,900 | $96.2M | 1.5% | $90.60 | -1.77% | 3 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 3.2M | $93.5M | 1.4% | $23.40 | +7.65% | 3 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 679,900 | $93.2M | 1.4% | $99.96 | +12.19% | 3 qtrssince 2019-Q1 | Increased 47 |
VERIZON COMMUNICATIONS INC | 1.5M | $93.2M | 1.4% | $40.01 | +4.11% | 3 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 2.4M | $90.3M | 1.4% | $14.45 | +24.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 412,700 | $89.7M | 1.4% | $221.17 | -12.08% | 3 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 1.1M | $89.1M | 1.4% | $64.32 | +1.03% | 3 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 375,600 | $87.1M | 1.3% | $162.77 | +21.37% | 3 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $6.5B across 116 positions as of Q3 2019. Top holdings: MSFT (5.3%), AAPL (4.2%), AMZN (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 2 new positions, 16 exits, 28 increased. Top move: GOOG (INCREASED, conviction 56). Portfolio: $6.5B across 116 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