FACTORY MUTUAL INSURANCE CO

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$9.9B

Total Positions

196

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA5.53%

MSFT4.95%

AAPL4.76%

GOOG4.70%

AGG4.15%

AMZN3.11%

JCPB2.81%

AVGO2.54%

DFCF1.96%

META1.95%

Other19.54%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LLY24Q held

Eli Lilly & Co

Avg $199.44 · $75.5M est. P&L

Est. P&L

+440.48%

CAT28Q held

Caterpillar Inc

Avg $116.75 · $29.2M est. P&L

Est. P&L

+393.41%

MS28Q held

Morgan Stanley

Avg $36.68 · $46.5M est. P&L

Est. P&L

+385.61%

Top Losers

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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.

Top Holdings(Showing 25 of 196 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	2.9M	$545.1M	5.5%	—	$114.23	+64.18%	28 qtrs	Decreased 0
MSFT Microsoft Corp	1M	$487.9M	4.9%	—	$116.96	+316.79%	28 qtrs	Decreased 0
AAPL Apple Inc	1.7M	$469.6M	4.8%	—	$95.53	+185.57%	28 qtrs	Decreased 0
GOOG Alphabet Inc	1.5M	$463.9M	4.7%	—	$95.39	+229.74%	28 qtrs	Decreased 0
AGG ISHARES TR	4.1M	$409.1M	4.1%	—	$94.25	+5.88%	12 qtrs	Increased 62
AMZN Amazon.com Inc	1.3M	$307.2M	3.1%	—	$111.87	+107.86%	28 qtrs	Decreased 0
JCPB J P MORGAN EXCHANGE TRADED F	5.8M	$276.8M	2.8%	—	$45.74	+3.33%	4 qtrs	Unchanged 0
AVGO Broadcom Inc	724,445	$250.7M	2.5%	—	$157.39	+122.29%	28 qtrs	Decreased 0
DFCF DIMENSIONAL ETF TRUST	4.5M	$193.2M	2.0%	—	$41.13	+3.63%	6 qtrs	Unchanged 0
META Meta Platforms Inc	291,441	$192.4M	2.0%	—	$190.38	+249.80%	28 qtrs	Decreased 0
XLU SELECT SECTOR SPDR TR	3.8M	$163.2M	1.7%	—	$34.41	+24.85%	21 qtrs	Increased 74
JPM JPMORGAN CHASE & CO.	493,775	$159.1M	1.6%	—	$93.66	+243.76%	28 qtrs	Decreased 0
DFAX DIMENSIONAL ETF TRUST	4.8M	$157.3M	1.6%	—	$28.05	+17.14%	6 qtrs	Unchanged 0
XLK SELECT SECTOR SPDR TR	1M	$147.1M	1.5%	—	$133.66	+8.79%	3 qtrs	Decreased 0
VGK VANGUARD INTL EQUITY INDEX F	1.7M	$144.6M	1.5%	—	$71.83	+16.87%	4 qtrs	Increased 58
XLI SELECT SECTOR SPDR TR	923,500	$143.3M	1.5%	—	$108.25	+44.50%	12 qtrs	Unchanged 0
IXUS ISHARES TR	1.6M	$139.5M	1.4%	—	$64.66	+31.40%	8 qtrs	Decreased 0
JIRE J P MORGAN EXCHANGE TRADED F	1.7M	$125.1M	1.3%	—	$75.33	0.00%	1 qtr	New 69
TSLA Tesla Inc	262,550	$118.1M	1.2%	—	$287.73	+57.94%	21 qtrs	Decreased 0
V Visa Inc	332,951	$116.8M	1.2%	—	$153.25	+130.27%	28 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	231,100	$116.2M	1.2%	—	—	—	28 qtrs	Decreased 0
DFAE DIMENSIONAL ETF TRUST	3.1M	$100.5M	1.0%	—	$26.03	+25.48%	7 qtrs	Unchanged 0
HYDB ISHARES TR	2.1M	$100.2M	1.0%	—	$46.83	+0.62%	2 qtrs	Increased 76
GLD SPDR GOLD TR	252,100	$99.9M	1.0%	—	$180.63	+120.84%	12 qtrs	Unchanged 0
TSM TAIWAN SEMICONDUCTOR MFG LTD	317,975	$96.6M	1.0%	—	$188.14	+59.23%	10 qtrs	Increased 47
Showing 25 of 196 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

TSMTAIWAN SEMICONDUCTOR MFG LTD

Q2 2025 → Q4 2025+144,555 shares+$67.8M

AJGArthur J Gallagher & Co

Q2 2025 → Q4 2025+57,500 shares+$14.3M

NOWServiceNow Inc

Q2 2025 → Q4 2025+405,450 shares+$20.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer