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CIK: 0000887818
Total reported value
$10.6B
$10.6B
167 檔
21.2%
According to the latest 13F quarterly dataset, Factory Mutual Insurance Co managed an equity portfolio of $10.6B at the end of Q1 2025, spanning 167 distinct U.S. exchange-listed positions.
In Q1 2025, Factory Mutual Insurance Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 6.94% | +0.47% | NEW | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.07% | +0.70% | -8.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.77% | -0.19% | -4.32% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | -0.81% | -1.21% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.67% | -0.37% | -1.76% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | +0.13% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.96% | -0.12% | -5.09% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | -0.34% | -1.27% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.06% | -0.30% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | -0.05% | -2.63% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | -0.13% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.17% | — | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 1.40% | -0.23% | -16.69% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | -0.01% | — | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.36% | +1.84% | +73.34% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.18% | +0.22% | +5.42% | |
| 17 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.17% | +0.42% | — | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.15% | -1.04% | EXIT | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.97% | -0.04% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.21% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.67% | — | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.93% | -0.83% | — | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.87% | -0.18% | +47.64% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.07% | — | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.24% | — | |
| 27 | XLB | Ss Materials Select Sector | ETF-Other | 0.83% | +0.45% | NEW | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.07% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.26% | -10.64% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.11% | — | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.77% | -0.13% | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | -0.07% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.14% | +12.59% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.02% | — | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.65% | -0.07% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | -0.04% | — | |
| 37 | HES | Hess CORP | Stock-Other | 0.64% | — | — | |
| 38 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.62% | +0.04% | +18.69% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.60% | -0.05% | -11.76% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.59% | -0.10% | — | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | -0.06% | — | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.58% | -0.09% | — | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.57% | -0.09% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | +1.58% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.01% | -20.14% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | +0.05% | — | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.03% | — | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.52% | +0.21% | +13.68% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.52% | +0.03% | +5.04% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.04% | -12.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 2 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 13 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | DFCF | Dimensional Core Fixed Inc | — | NEW | New buy |
| 16 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 17 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 18 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 19 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | DFAE | Dimensional Emerging Core Eq | — | NEW | New buy |
| 23 | DFAX | Dimensional World Ex US Core | — | NEW | New buy |
| 24 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 25 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 26 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 27 | XLB | Ss Materials Select Sector | — | NEW | New buy |
| 28 | TSLA | Tesla Inc | — | NEW | New buy |
| 29 | WMT | Walmart Inc | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | PM | Philip Morris International | — | NEW | New buy |
| 32 | KO | Coca-cola Co/the | — | NEW | New buy |
| 33 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 34 | ABBV | Abbvie Inc | — | NEW | New buy |
| 35 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 36 | UNP | Union Pacific CORP | — | NEW | New buy |
| 37 | HES | Hess CORP | — | NEW | New buy |
| 38 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 39 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 40 | NOW | Servicenow Inc | — | NEW | New buy |
| 41 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 42 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 43 | AMT | American Tower CORP | — | NEW | New buy |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 45 | MS | Morgan Stanley | — | NEW | New buy |
| 46 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 47 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 48 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 49 | DHR | Danaher CORP | — | NEW | New buy |
| 50 | MRK | Merck & Co. Inc. | — | NEW | New buy |
According to official SEC Form 13F filings, Factory Mutual Insurance Co reported a total U.S. public equity portfolio value of $10.6B across 167 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IXUS, AGG, AAPL) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IXUS
市值: $598.0M
During Q1 2025, Factory Mutual Insurance Co's top holdings by market value included IXUS (6.9%)、AGG (6.1%)、AAPL (4.8%). The largest single position, IXUS, represented 6.9% of total portfolio value.
In Q1 2025, Factory Mutual Insurance Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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