FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings172 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE INTL STOCK ETF | 8.6M | $568.6M | 6.1% | $64.66 | -1.13% | 4 qtrssince 2024-Q1 | Increased 66 |
ISHARES TR | 5.8M | $561.9M | 6.1% | $88.71 | +2.62% | 8 qtrssince 2023-Q1 | Decreased 0 |
APPLE INC | 1.9M | $484.4M | 5.2% | $96.50 | +157.63% | 24 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 1.1M | $465M | 5.0% | $116.96 | +260.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3M | $399.1M | 4.3% | $112.75 | +21.90% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.7M | $315.8M | 3.4% | $95.39 | +101.21% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $310.2M | 3.4% | $111.87 | +97.82% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 901,145 | $208.9M | 2.3% | $156.63 | +46.15% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 329,541 | $192.9M | 2.1% | $190.38 | +209.58% | 24 qtrssince 2019-Q1 | Decreased 0 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 799,885 | $186M | 2.0% | $84.98 | +37.11% | 17 qtrssince 2020-Q4 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 2.3M | $170.9M | 1.8% | $27.11 | +35.88% | 17 qtrssince 2020-Q4 | Unchanged 0 |
INDUSTRIAL SELECT SECT SPDR | 1.1M | $146.1M | 1.6% | $108.25 | +20.21% | 8 qtrssince 2023-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 566,725 | $135.8M | 1.5% | $93.66 | +149.10% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 589,455 | $130.2M | 1.4% | $217.26 | +0.45% | 2 qtrssince 2024-Q3 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 254,500 | $115.4M | 1.2% | $200.97 | +124.99% | 24 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC-CLASS A SHARES | 345,051 | $109M | 1.2% | $152.64 | +104.36% | 24 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 269,400 | $108.8M | 1.2% | $287.73 | +45.07% | 17 qtrssince 2020-Q4 | Increased 55 |
MATERIALS SELECT SECTOR SPDR | 1.1M | $94.6M | 1.0% | $40.66 | +1.04% | 6 qtrssince 2023-Q3 | Unchanged 0 |
UNITEDHEALTH GROUP INC | 184,600 | $93.4M | 1.0% | $269.38 | +83.98% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL MIDCAP INDEX FUND | 978,700 | $86.5M | 0.9% | $73.82 | +18.20% | 14 qtrssince 2021-Q3 | Unchanged 0 |
FACTORY MUTUAL INSURANCE CO manages $9.2B across 172 positions as of Q4 2024. Top holdings: IXUS (6.1%), AGG (6.1%), AAPL (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 5 new positions, 6 exits, 21 increased. Top move: IXUS (INCREASED, conviction 66). Portfolio: $9.2B across 172 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
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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