FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q4 2021
Top Holdings133 positions
MICROSOFT CORP | 1.4M | $387.4M | 5.6% | $110.12 | +193.64% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $383.2M | 5.5% | $45.22 | +283.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 110,366 | $278.8M | 4.0% | $58.09 | +146.71% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 87,350 | $241.5M | 3.5% | $89.04 | +87.24% | 12 qtrssince 2019-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.5M | $166.8M | 2.4% | $26.37 | +17.70% | 5 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC | 479,600 | $140.6M | 2.0% | $167.34 | +99.09% | 12 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 3.1M | $118.2M | 1.7% | $30.39 | +22.75% | 5 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 1.8M | $111.9M | 1.6% | $56.96 | +2.88% | 5 qtrssince 2020-Q4 | Increased 76 |
UNITEDHEALTH GROUP INC | 246,200 | $111.2M | 1.6% | $217.06 | +112.04% | 12 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 370,700 | $110.6M | 1.6% | $200.97 | +48.78% | 12 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK ETF TRUST | 2.1M | $101.8M | 1.5% | $45.61 | +10.93% | 3 qtrssince 2021-Q2 | Unchanged 0 |
SELECT SECTOR SPDR TR | 659,493 | $98.1M | 1.4% | $65.86 | +27.45% | 5 qtrssince 2020-Q4 | Unchanged 0 |
TESLA INC | 106,500 | $92.9M | 1.3% | $289.75 | +21.58% | 5 qtrssince 2020-Q4 | Increased 75 |
MERCK & CO INC | 1.2M | $91.7M | 1.3% | $62.70 | +5.89% | 12 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 564,037 | $90.8M | 1.3% | $87.78 | +64.90% | 12 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 160,900 | $89.5M | 1.3% | $337.76 | +94.82% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 437,200 | $86.8M | 1.3% | $148.12 | +41.11% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 537,600 | $86.6M | 1.3% | $114.44 | +30.85% | 12 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 163,608 | $85.2M | 1.2% | $25.69 | +138.65% | 12 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 594,050 | $83.8M | 1.2% | $82.73 | +69.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $6.9B across 133 positions as of Q4 2021. Top holdings: MSFT (5.6%), AAPL (5.5%), GOOG (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 3 exits, 14 increased. Top move: VGK (INCREASED, conviction 76). Portfolio: $6.9B across 133 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
Verify source filings on SEC EDGAR