FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q3 2024
Top Holdings173 positions
ISHARES TR | 6.8M | $683.7M | 7.1% | $88.71 | +5.91% | 7 qtrssince 2023-Q1 | Increased 69 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 8M | $580.9M | 6.0% | $63.82 | +6.73% | 3 qtrssince 2024-Q1 | Increased 73 |
Microsoft Corp. | 1.1M | $479.8M | 5.0% | $116.24 | +264.41% | 23 qtrssince 2019-Q1 | Increased 58 |
Apple Inc. | 1.9M | $450.7M | 4.7% | $50.80 | +354.84% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 3.1M | $377.2M | 3.9% | $7.82 | +1448.33% | 23 qtrssince 2019-Q1 | Increased 59 |
Alphabet Inc. | 1.7M | $280.7M | 2.9% | $58.09 | +185.80% | 23 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.5M | $277.3M | 2.9% | $95.01 | +96.11% | 23 qtrssince 2019-Q1 | Increased 55 |
SELECT SECTOR SPDR TR | 930,700 | $210.1M | 2.2% | $85.07 | +31.18% | 16 qtrssince 2020-Q4 | Decreased 0 |
Meta Platforms Inc | 350,041 | $200.4M | 2.1% | $189.65 | +199.88% | 23 qtrssince 2019-Q1 | Increased 54 |
STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 2.3M | $182.3M | 1.9% | $26.92 | +41.69% | 16 qtrssince 2020-Q4 | Increased 50 |
Broadcom Inc | 1M | $178.9M | 1.9% | $37.42 | +353.12% | 23 qtrssince 2019-Q1 | Increased 77 |
SELECT SECTOR SPDR TR | 1.1M | $150.1M | 1.6% | $107.74 | +22.41% | 7 qtrssince 2023-Q1 | Increased 59 |
UnitedHealth Group Inc. | 222,500 | $130.1M | 1.3% | $264.63 | +110.64% | 23 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 571,550 | $126.2M | 1.3% | $216.32 | 0.00% | 1 qtr | New 69 |
JPMorgan Chase & Co. | 592,425 | $124.9M | 1.3% | $92.87 | +117.90% | 23 qtrssince 2019-Q1 | Increased 49 |
Berkshire Hathaway Inc. | 254,500 | $117.1M | 1.2% | $200.97 | +129.02% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 2M | $111.9M | 1.2% | $48.57 | +13.94% | 3 qtrssince 2024-Q1 | Unchanged 0 |
SELECT SECTOR SPDR TR | 1.1M | $108.4M | 1.1% | $40.09 | +15.76% | 5 qtrssince 2023-Q3 | Increased 58 |
Visa Inc | 373,351 | $102.7M | 1.1% | $152.64 | +77.45% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL MIDCAP ETF | 978,700 | $86.3M | 0.9% | $73.06 | +17.64% | 13 qtrssince 2021-Q3 | Increased 56 |
FACTORY MUTUAL INSURANCE CO manages $9.7B across 173 positions as of Q3 2024. Top holdings: AGG (7.1%), IXUS (6.0%), MSFT (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 5 new positions, exited 2, increased 39, trimmed 59. Top move: AVGO (INCREASED, conviction 77). Portfolio: $9.7B across 173 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