FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q4 2021
Top Holdings133 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $387.4M | 5.6% | $110.82 | +196.26% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $383.2M | 5.5% | $93.76 | +85.00% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 110,366 | $278.8M | 4.0% | $58.21 | +148.97% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 87,350 | $241.5M | 3.5% | $89.04 | +89.40% | 12 qtrssince 2019-Q1 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 2.5M | $166.8M | 2.4% | $26.53 | +19.04% | 5 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 479,600 | $140.6M | 2.0% | $167.66 | +103.96% | 12 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 3.1M | $118.2M | 1.7% | $30.47 | +23.76% | 5 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD EUROPE ETF | 1.8M | $111.9M | 1.6% | $58.35 | +2.53% | 5 qtrssince 2020-Q4 | Increased 76 |
UNITEDHEALTH GROUP INC | 246,200 | $111.2M | 1.6% | $221.40 | +112.96% | 12 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 370,700 | $110.6M | 1.6% | $200.97 | +49.27% | 12 qtrssince 2019-Q1 | Decreased 0 |
BLACKROCK ETF TRUST | 2.1M | $101.8M | 1.5% | $45.87 | +11.40% | 3 qtrssince 2021-Q2 | Unchanged 0 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 659,493 | $98.1M | 1.4% | $66.18 | +27.90% | 5 qtrssince 2020-Q4 | Unchanged 0 |
TESLA INC | 106,500 | $92.9M | 1.3% | $289.65 | +23.18% | 5 qtrssince 2020-Q4 | Increased 75 |
MERCK & CO. INC. | 1.2M | $91.7M | 1.3% | $63.95 | +6.66% | 12 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 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% | $336.81 | +95.39% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 437,200 | $86.8M | 1.3% | $148.12 | +41.11% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 537,600 | $86.6M | 1.3% | $116.28 | +31.80% | 12 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 163,608 | $85.2M | 1.2% | $25.83 | +138.52% | 12 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 594,050 | $83.8M | 1.2% | $83.52 | +70.06% | 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 Rating: 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