FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q3 2025
Top Holdings195 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.9M | $548.3M | 5.3% | $114.23 | +59.19% | 27 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $544.3M | 5.3% | $116.96 | +339.15% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE INTL STOCK ETF | 5.9M | $489.2M | 4.8% | $64.66 | +24.89% | 7 qtrssince 2024-Q1 | Decreased 0 |
APPLE INC | 1.8M | $450.1M | 4.4% | $96.50 | +162.90% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.6M | $378.1M | 3.7% | $95.39 | +155.99% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.8M | $376.5M | 3.7% | $91.90 | +5.20% | 11 qtrssince 2023-Q1 | Increased 84 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1.2M | $331.8M | 3.2% | $133.66 | +4.71% | 2 qtrssince 2025-Q2 | Increased 92 |
AMAZON.COM INC | 1.3M | $294.7M | 2.9% | $111.87 | +98.60% | 27 qtrssince 2019-Q1 | Unchanged 0 |
J P MORGAN EXCHANGE TRADED F | 5.8M | $278M | 2.7% | $44.72 | +1.74% | 3 qtrssince 2025-Q1 | Increased 81 |
BROADCOM INC | 798,445 | $263.4M | 2.6% | $157.39 | +107.94% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 297,391 | $218.4M | 2.1% | $190.38 | +290.16% | 27 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.5M | $194.1M | 1.9% | $40.30 | +2.36% | 5 qtrssince 2024-Q3 | Increased 70 |
UTILITIES SELECT SECTOR SPDR | 2.1M | $179.8M | 1.8% | $27.11 | +59.42% | 20 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 541,725 | $170.9M | 1.7% | $93.66 | +233.91% | 27 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL WORLD EX US CORE | 4.8M | $150.8M | 1.5% | $28.05 | +10.65% | 5 qtrssince 2024-Q3 | Increased 71 |
INDUSTRIAL SELECT SECT SPDR | 923,500 | $142.4M | 1.4% | $108.25 | +40.90% | 11 qtrssince 2023-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL B | 254,500 | $127.9M | 1.2% | $200.97 | +148.42% | 27 qtrssince 2019-Q1 | Unchanged 0 |
TESLA INC | 269,400 | $119.8M | 1.2% | $287.73 | +54.04% | 20 qtrssince 2020-Q4 | Unchanged 0 |
VISA INC-CLASS A SHARES | 334,801 | $114.3M | 1.1% | $152.64 | +121.87% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EUROPE ETF | 1.4M | $112.7M | 1.1% | $69.11 | +13.54% | 3 qtrssince 2025-Q1 | Unchanged 0 |
FACTORY MUTUAL INSURANCE CO manages $10.3B across 195 positions as of Q3 2025. Top holdings: NVDA (5.3%), MSFT (5.3%), IXUS (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 35 new positions, 2 exits, 25 increased. Top move: XLK (INCREASED, conviction 92). Portfolio: $10.3B across 195 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