FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q4 2020
Top Holdings128 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.3M | $431.4M | 5.8% | $93.76 | +37.39% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $401.8M | 5.4% | $110.82 | +91.94% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 107,150 | $349M | 4.7% | $89.04 | +84.51% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 148,962 | $261M | 3.5% | $58.21 | +48.31% | 8 qtrssince 2019-Q1 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 3M | $190.8M | 2.6% | $26.53 | 0.00% | 1 qtr | New 79 |
META PLATFORMS INC-CLASS A | 688,600 | $188.1M | 2.5% | $165.50 | +63.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 4.1M | $137.3M | 1.9% | $30.47 | 0.00% | 1 qtr | New 69 |
JOHNSON & JOHNSON | 836,800 | $131.7M | 1.8% | $116.28 | +16.43% | 8 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 573,600 | $125.5M | 1.7% | $148.12 | +41.56% | 8 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 510,400 | $118.3M | 1.6% | $200.97 | +14.27% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 331,400 | $116.2M | 1.6% | $221.40 | +43.63% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 884,350 | $112.4M | 1.5% | $83.52 | +31.24% | 8 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 772,437 | $107.5M | 1.5% | $86.16 | +39.39% | 8 qtrssince 2019-Q1 | Increased 47 |
PAYPAL HOLDINGS INC | 440,900 | $103.3M | 1.4% | $104.10 | +121.88% | 8 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 232,488 | $101.8M | 1.4% | $25.83 | +51.45% | 8 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 1.2M | $98.7M | 1.3% | $64.00 | +2.52% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALEXION PHARMACEUTICALS INC | 623,800 | $97.5M | 1.3% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 359,700 | $94.9M | 1.3% | $161.00 | +43.10% | 8 qtrssince 2019-Q1 | Increased 50 |
COMCAST CORP-CLASS A | 1.8M | $94.2M | 1.3% | $31.05 | +32.89% | 8 qtrssince 2019-Q1 | Decreased 0 |
MORGAN STANLEY | 1.3M | $92M | 1.2% | $32.28 | +78.07% | 8 qtrssince 2019-Q1 | Increased 48 |
FACTORY MUTUAL INSURANCE CO manages $7.4B across 128 positions as of Q4 2020. Top holdings: AAPL (5.8%), MSFT (5.4%), AMZN (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 26 new positions, 4 exits, 28 increased. Top move: XLU (NEW, conviction 79). Portfolio: $7.4B across 128 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