FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q4 2025
Top Holdings196 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.9M | $545.1M | 5.5% | $114.23 | +64.18% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1M | $487.9M | 4.9% | $116.96 | +316.79% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $469.6M | 4.8% | $96.50 | +180.96% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $463.9M | 4.7% | $95.39 | +229.74% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.1M | $409.1M | 4.1% | $92.37 | +5.64% | 12 qtrssince 2023-Q1 | Increased 62 |
AMAZON.COM INC | 1.3M | $307.2M | 3.1% | $111.87 | +107.86% | 28 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 5.8M | $276.8M | 2.8% | $44.72 | +2.96% | 4 qtrssince 2025-Q1 | Unchanged 0 |
BROADCOM INC | 724,445 | $250.7M | 2.5% | $157.39 | +122.29% | 28 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.5M | $193.2M | 2.0% | $40.30 | +3.40% | 6 qtrssince 2024-Q3 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 291,441 | $192.4M | 2.0% | $190.38 | +249.80% | 28 qtrssince 2019-Q1 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 3.8M | $163.2M | 1.7% | $34.41 | +24.85% | 21 qtrssince 2020-Q4 | Increased 74 |
JPMORGAN CHASE & CO | 493,775 | $159.1M | 1.6% | $93.66 | +243.76% | 28 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL WORLD EX US CORE | 4.8M | $157.3M | 1.6% | $28.05 | +17.14% | 6 qtrssince 2024-Q3 | Unchanged 0 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1M | $147.1M | 1.5% | $133.66 | +42.16% | 3 qtrssince 2025-Q2 | Decreased 0 |
VANGUARD EUROPE ETF | 1.7M | $144.6M | 1.5% | $71.83 | +16.87% | 4 qtrssince 2025-Q1 | Increased 58 |
INDUSTRIAL SELECT SECT SPDR | 923,500 | $143.3M | 1.5% | $108.25 | +44.50% | 12 qtrssince 2023-Q1 | Unchanged 0 |
ISHARES CORE INTL STOCK ETF | 1.6M | $139.5M | 1.4% | $64.66 | +31.40% | 8 qtrssince 2024-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 1.7M | $125.1M | 1.3% | $75.33 | 0.00% | 1 qtr | New 69 |
TESLA INC | 262,550 | $118.1M | 1.2% | $287.73 | +57.94% | 21 qtrssince 2020-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 332,951 | $116.8M | 1.2% | $152.64 | +128.39% | 28 qtrssince 2019-Q1 | Decreased 0 |
FACTORY MUTUAL INSURANCE CO manages $9.9B across 196 positions as of Q4 2025. Top holdings: NVDA (5.5%), MSFT (4.9%), AAPL (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 7 new positions, 6 exits, 35 increased. Top move: XLU (INCREASED, conviction 74). Portfolio: $9.9B across 196 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