FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q4 2022
Top Holdings146 positions
Microsoft Corp | 1.3M | $316.5M | 4.8% | $111.37 | +108.98% | 16 qtrssince 2019-Q1 | Increased 57 |
Apple Inc | 2.3M | $304.1M | 4.6% | $49.31 | +158.89% | 16 qtrssince 2019-Q1 | Increased 60 |
iShares Russell 2000 ETF | 1.5M | $252.9M | 3.8% | $168.84 | -1.22% | 9 qtrssince 2020-Q4 | Increased 84 |
Alphabet Inc | 2M | $181.5M | 2.7% | $58.09 | +51.30% | 16 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 2.4M | $161.5M | 2.4% | $64.94 | -1.22% | 6 qtrssince 2021-Q3 | Increased 69 |
Utilities Select Sector SPDR Fund | 2.2M | $153.5M | 2.3% | $26.37 | +19.40% | 9 qtrssince 2020-Q4 | Decreased 0 |
SPDR S&P 500 ETF Trust | 400,416 | $153.1M | 2.3% | $354.47 | +3.71% | 3 qtrssince 2022-Q2 | Decreased 0 |
iShares MSCI Emerging Markets ETF | 3.9M | $148.6M | 2.2% | $36.28 | -2.98% | 9 qtrssince 2020-Q4 | Increased 84 |
VANGUARD EUROPEAN ETF | 2.5M | $139.3M | 2.1% | $55.20 | -10.80% | 9 qtrssince 2020-Q4 | Unchanged 0 |
Amazon.com Inc | 1.5M | $129.8M | 2.0% | $89.09 | -5.71% | 16 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 208,600 | $110.6M | 1.7% | $217.06 | +126.75% | 16 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 554,800 | $98M | 1.5% | $117.22 | +35.38% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Invesco QQQ Trust Series 1 | 356,344 | $94.9M | 1.4% | $331.24 | -21.04% | 4 qtrssince 2022-Q1 | Decreased 0 |
Technology Select Sector SPDR Fund | 744,838 | $92.7M | 1.4% | $67.04 | -9.50% | 9 qtrssince 2020-Q4 | Increased 54 |
Visa Inc | 445,151 | $92.5M | 1.4% | $150.82 | +33.87% | 16 qtrssince 2019-Q1 | Increased 50 |
BLACKROCK ETF TRUST | 2.1M | $90.1M | 1.4% | $45.61 | -11.28% | 7 qtrssince 2021-Q2 | Unchanged 0 |
Merck & Co Inc | 809,780 | $89.8M | 1.4% | $62.70 | +58.23% | 16 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp | 500,100 | $89.8M | 1.4% | $90.60 | +72.96% | 16 qtrssince 2019-Q1 | Unchanged 0 |
Thermo Fisher Scientific Inc | 160,435 | $88.3M | 1.3% | $343.38 | +58.51% | 16 qtrssince 2019-Q1 | Increased 48 |
Energy Select Sector SPDR Fund | 997,200 | $87.2M | 1.3% | $33.77 | +14.73% | 2 qtrssince 2022-Q3 | Increased 63 |
FACTORY MUTUAL INSURANCE CO manages $6.6B across 146 positions as of Q4 2022. Top holdings: MSFT (4.8%), AAPL (4.6%), IWM (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 3 new positions, exited 1, increased 27, trimmed 32. Top move: IWM (INCREASED, conviction 84). Portfolio: $6.6B across 146 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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