FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q3 2021
Top Holdings129 positions
MICROSOFT CORP | 1.7M | $473M | 5.9% | $110.12 | +145.70% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3M | $426M | 5.3% | $45.22 | +205.19% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 136,038 | $362.6M | 4.5% | $58.09 | +127.25% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 95,117 | $312.5M | 3.9% | $89.04 | +84.48% | 11 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 674,011 | $228.8M | 2.9% | $167.34 | +100.89% | 11 qtrssince 2019-Q1 | Increased 53 |
SELECT SECTOR SPDR TR | 2.6M | $166.5M | 2.1% | $26.37 | +4.22% | 4 qtrssince 2020-Q4 | Decreased 0 |
SPDR SERIES TRUST | 3.7M | $140.2M | 1.8% | $30.39 | +14.24% | 4 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 823,342 | $134.8M | 1.7% | $82.73 | +74.60% | 11 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 781,853 | $126.3M | 1.6% | $114.44 | +22.73% | 11 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 454,738 | $124.1M | 1.6% | $200.97 | +35.81% | 11 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 314,286 | $118.8M | 1.5% | $157.76 | +112.28% | 11 qtrssince 2019-Q1 | Decreased 0 |
MORGAN STANLEY | 1.2M | $118.5M | 1.5% | $32.28 | +157.11% | 11 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 525,898 | $117.1M | 1.5% | $148.12 | +44.79% | 11 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 287,717 | $112.4M | 1.4% | $217.06 | +64.46% | 11 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 191,342 | $109.3M | 1.4% | $337.76 | +66.75% | 11 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK ETF TRUST | 2.1M | $105.6M | 1.3% | $45.61 | +0.61% | 2 qtrssince 2021-Q2 | Unchanged 0 |
MERCK & CO INC | 1.4M | $102.6M | 1.3% | $62.70 | +2.80% | 11 qtrssince 2019-Q1 | Increased 49 |
PAYPAL HLDGS INC | 378,852 | $98.6M | 1.2% | $105.28 | +145.44% | 11 qtrssince 2019-Q1 | Increased 47 |
SELECT SECTOR SPDR TR | 659,493 | $98.5M | 1.2% | $65.86 | +9.25% | 4 qtrssince 2020-Q4 | Increased 61 |
BROADCOM INC | 199,177 | $96.6M | 1.2% | $25.69 | +72.81% | 11 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $8B across 129 positions as of Q3 2021. Top holdings: MSFT (5.9%), AAPL (5.3%), GOOG (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 6 new positions, 3 exits, 22 increased. Top move: XLK (INCREASED, conviction 61). Portfolio: $8.0B across 129 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
Verify source filings on SEC EDGAR