FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q3 2023
Top Holdings156 positions
MICROSOFT CORP | 1.1M | $358.7M | 5.0% | $111.37 | +177.03% | 19 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2M | $349.2M | 4.9% | $49.31 | +242.60% | 19 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 810,721 | $346.6M | 4.8% | $385.15 | +7.87% | 6 qtrssince 2022-Q2 | Increased 89 |
ALPHABET INC-CL C | 1.8M | $241.8M | 3.4% | $58.09 | +124.83% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.2M | $203.6M | 2.8% | $85.45 | -1.50% | 3 qtrssince 2023-Q1 | Increased 85 |
AMAZON.COM INC | 1.5M | $193.9M | 2.7% | $91.00 | +39.69% | 19 qtrssince 2019-Q1 | Increased 55 |
ISHARES RUSSELL 2000 ETF | 985,700 | $174.2M | 2.4% | $169.24 | +1.01% | 12 qtrssince 2020-Q4 | Increased 63 |
INVESCO QQQ TRUST SERIES 1 | 481,554 | $172.5M | 2.4% | $342.60 | +3.17% | 7 qtrssince 2022-Q1 | Increased 66 |
SELECT SECTOR SPDR TR | 989,500 | $162.2M | 2.3% | $78.91 | +1.93% | 12 qtrssince 2020-Q4 | Increased 61 |
NVIDIA CORP | 322,560 | $140.3M | 2.0% | $4.63 | +836.13% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 2.3M | $136.1M | 1.9% | $55.20 | -4.38% | 12 qtrssince 2020-Q4 | Unchanged 0 |
ISHARES TR | 1.4M | $130.5M | 1.8% | $87.48 | +1.15% | 4 qtrssince 2022-Q4 | Increased 77 |
UTILITIES SELECT SECTOR SPDR | 2.2M | $127.4M | 1.8% | $26.37 | +2.17% | 12 qtrssince 2020-Q4 | Unchanged 0 |
FACEBOOK INC-CLASS A | 404,990 | $121.6M | 1.7% | $162.54 | +82.94% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 224,900 | $113.4M | 1.6% | $255.95 | +84.99% | 19 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 1.6M | $112.7M | 1.6% | $65.41 | +1.81% | 9 qtrssince 2021-Q3 | Increased 63 |
BLACKROCK ETF TRUST | 2.1M | $100M | 1.4% | $45.61 | -0.36% | 10 qtrssince 2021-Q2 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL B | 260,900 | $91.4M | 1.3% | $200.97 | +74.31% | 19 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 378,351 | $87M | 1.2% | $150.82 | +49.06% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 593,325 | $86M | 1.2% | $89.04 | +52.46% | 19 qtrssince 2019-Q1 | Increased 49 |
FACTORY MUTUAL INSURANCE CO manages $7.2B across 156 positions as of Q3 2023. Top holdings: MSFT (5.0%), AAPL (4.9%), SPY (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 17 new positions, 3 exits, 26 increased. Top move: SPY (INCREASED, conviction 89). Portfolio: $7.2B across 156 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
Verify source filings on SEC EDGAR