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CIK: 0000887818
Total reported value
$10.6B
$10.6B
172 檔
23.3%
As reported in its official Q4 2024 Form 13F filing, Factory Mutual Insurance Co's tracked investment portfolio stood at $10.6B with 172 total positions.
In Q4 2024, Factory Mutual Insurance Co adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 6.15% | +0.47% | NEW | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.08% | +0.70% | -14.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.24% | -0.19% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.03% | -0.81% | -1.06% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.32% | -0.37% | -4.31% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.41% | +0.13% | -1.25% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | -0.12% | -4.97% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.26% | -0.05% | -13.11% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.34% | -5.86% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.01% | — | -14.06% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.85% | -0.30% | — | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 1.58% | -0.23% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.13% | -4.34% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.41% | +0.01% | +3.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.17% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.01% | -7.58% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | -0.07% | +16.52% | |
| 18 | XLB | Ss Materials Select Sector | ETF-Other | 1.02% | +0.45% | NEW | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.22% | -17.03% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.94% | -0.04% | — | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.26% | — | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.85% | -0.83% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.67% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.21% | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | — | -30.00% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.07% | -6.31% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 0.74% | -0.10% | -17.33% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.11% | — | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.72% | +1.84% | — | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.70% | — | — | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.01% | -22.34% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.69% | -0.07% | — | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.24% | — | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | +0.05% | -20.27% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.04% | — | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | -0.07% | — | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.59% | +0.62% | +25.34% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.04% | +25.18% | |
| 39 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.57% | +0.04% | +19.15% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | -0.13% | -13.06% | |
| 41 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | 0.54% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | +25.93% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.54% | -0.06% | +16.60% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.02% | — | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.52% | -0.05% | -30.95% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.52% | -0.18% | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.51% | +0.03% | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | -0.03% | — | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.51% | -0.05% | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.50% | -0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | — | Unchanged |
| 2 | TSLA | Tesla Inc | +0.6% | +16.52% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -1.25% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | -4.97% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -4.31% | Trim |
| 6 | AVGO | Broadcom Inc | +0.4% | -13.11% | Trim |
| 7 | INTU | Intuit Inc | +0.4% | NEW | New buy |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 9 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 10 | WFC | Wells Fargo & Co | +0.2% | +16.60% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -4.34% | Trim |
| 12 | CDNS | Cadence Design Sys Inc | +0.2% | +19.15% | Add |
| 13 | IDXX | Idexx Laboratories Inc | +0.2% | NEW | New buy |
| 14 | DDOG | Datadog Inc - Class A | +0.2% | +103.76% | Add |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +7.48% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +25.93% | Add |
| 17 | WELL | Welltower Inc | +0.1% | +52.65% | Add |
| 18 | NXPI | NXP Semiconductors N.V. | +0.1% | +109.52% | Add |
| 19 | DXCM | Dexcom Inc | +0.1% | +19.15% | Add |
| 20 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +18.44% | Add |
| 22 | MSFT | Microsoft CORP | +0.1% | -1.06% | Trim |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 25 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Unchanged |
| 26 | DHR | Danaher CORP | -0.1% | — | Unchanged |
| 27 | FISV | Fiserv Inc | -0.1% | -32.61% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | — | Unchanged |
| 29 | PEP | Pepsico Inc | -0.1% | -38.65% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | -39.46% | Trim |
| 31 | XLB | Ss Materials Select Sector | -0.1% | — | Unchanged |
| 32 | HON | Honeywell International Inc | -0.1% | -31.11% | Trim |
| 33 | ETN | Eaton Corporation plc | -0.1% | -20.27% | Trim |
| 34 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 35 | LLY | Eli Lilly & Co | -0.1% | -6.31% | Trim |
| 36 | OTIS | Otis Worldwide CORP | -0.1% | -46.39% | Trim |
| 37 | XLE | Ss Energy Select Sector | -0.1% | -36.90% | Trim |
| 38 | AMGN | Amgen Inc | -0.1% | -32.36% | Trim |
| 39 | XLK | Ss Technology Select Sector | -0.2% | -14.06% | Trim |
| 40 | TMUS | T-mobile US Inc | -0.2% | -30.95% | Trim |
| 41 | LOW | Lowe's Cos Inc | -0.2% | -49.34% | Trim |
| 42 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 43 | SBUX | Starbucks CORP | -0.2% | -62.46% | Trim |
| 44 | CCI | Crown Castle Inc | -0.2% | EXIT | Sold out |
| 45 | 6D8 | Dupont De Nemours Inc | -0.2% | EXIT | Sold out |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -17.03% | Trim |
| 47 | IEMG | Ishares Core Msci Emerging | -0.4% | -30.00% | Trim |
| 48 | VGK | Vanguard Ftse Europe ETF | -0.6% | EXIT | Sold out |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | -0.6% | -92.25% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -1% | -14.10% | Trim |
According to official SEC Form 13F filings, Factory Mutual Insurance Co reported a total U.S. public equity portfolio value of $10.6B across 172 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IXUS, AGG, AAPL) accounted for 23.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
INTU
市值: $33.2M
Top Position Liquidated / Trimmed
VGK
前期市值: $56.1M
During Q4 2024, Factory Mutual Insurance Co's top holdings by market value included IXUS (6.2%)、AGG (6.1%)、AAPL (5.2%). The largest single position, IXUS, represented 6.2% of total portfolio value.
In Q4 2024, Factory Mutual Insurance Co made 42 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 23 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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