FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings117 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.3M | $363.9M | 5.4% | $110.82 | +35.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $334.8M | 4.9% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 153,650 | $283.9M | 4.2% | $89.04 | +3.71% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 179,862 | $240.5M | 3.5% | $58.21 | +13.92% | 4 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 877,500 | $180.1M | 2.7% | $165.53 | +22.63% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $154.2M | 2.3% | $83.52 | +40.04% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 970,100 | $141.5M | 2.1% | $116.40 | +5.43% | 4 qtrssince 2019-Q1 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 563,300 | $127.6M | 1.9% | $200.97 | +12.34% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 667,600 | $125.4M | 1.8% | $148.12 | +20.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 410,600 | $120.7M | 1.8% | $221.17 | +20.48% | 4 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 3.2M | $112.4M | 1.7% | $23.40 | +29.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.5M | $104.7M | 1.5% | $58.60 | -10.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 800,237 | $99.9M | 1.5% | $85.96 | +22.40% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 806,600 | $97.2M | 1.4% | $90.60 | +0.24% | 4 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 1.1M | $95.7M | 1.4% | $64.32 | +11.68% | 4 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 1.5M | $94.3M | 1.4% | $40.01 | +6.78% | 4 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 2.4M | $92.8M | 1.4% | $14.45 | +32.00% | 4 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 676,300 | $92.4M | 1.4% | $99.96 | +13.98% | 4 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 2M | $88.2M | 1.3% | $31.05 | +14.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 1.5M | $82.2M | 1.2% | $39.52 | +14.75% | 4 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $6.8B across 117 positions as of Q4 2019. Top holdings: MSFT (5.4%), AAPL (4.9%), AMZN (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 3 new positions, exited 2, increased 11, trimmed 49. Top move: JNJ (INCREASED, conviction 58). Portfolio: $6.8B across 117 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