Filed: 4/17/2025ACC: 0001085146-25-002161
📋 What this filing means
FACTORY MUTUAL INSURANCE CO filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $8.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
167
Positions
$8.62B
Total AUM (reported)
79.46M
Total Shares
Allocation by class
COM$4.57B53.0%
CORE MSCI TOTAL$598.05M6.9%
CORE US AGGBD ET$523.55M6.1%
CL A$348.40M4.0%
CAP STK CL C$259.05M3.0%
SBI INT-UTILS$177.99M2.1%
COM NEW$150.19M1.7%
Portfolio Concentration
Top 3$1.53B17.8%
4–10$1.75B20.3%
11–25$1.49B17.2%
Rest$3.85B44.6%
Top 3 weight
17.8%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 79.46M
Sole
Full voting authority
79.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole167
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings167
Rows:
ISHARES TR
SOLEShares8.57M
TypeSH
Market value$598.05M
6.94%
Sole
8.57M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.29M
TypeSH
Market value$523.55M
6.07%
Sole
5.29M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.85M
TypeSH
Market value$411.17M
4.77%
Sole
1.85M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.09M
TypeSH
Market value$409.09M
4.75%
Sole
1.09M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.92M
TypeSH
Market value$316.45M
3.67%
Sole
2.92M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.66M
TypeSH
Market value$259.05M
3.01%
Sole
1.66M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.34M
TypeSH
Market value$255.33M
2.96%
Sole
1.34M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares325.34K
TypeSH
Market value$187.51M
2.18%
Sole
325.34K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares2.26M
TypeSH
Market value$177.99M
2.06%
Sole
2.26M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares877.45K
TypeSH
Market value$146.91M
1.70%
Sole
877.45K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares566.73K
TypeSH
Market value$139.02M
1.61%
Sole
566.73K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares254.50K
TypeSH
Market value$135.54M
1.57%
Sole
254.50K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares923.50K
TypeSH
Market value$121.04M
1.40%
Sole
923.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares345.05K
TypeSH
Market value$120.93M
1.40%
Sole
345.05K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares2.79M
TypeSH
Market value$117.51M
1.36%
Sole
2.79M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares194.60K
TypeSH
Market value$101.92M
1.18%
Sole
194.60K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares2.15M
TypeSH
Market value$101.20M
1.17%
Sole
2.15M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.41M
TypeSH
Market value$99.17M
1.15%
Sole
1.41M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares978.70K
TypeSH
Market value$83.26M
0.97%
Sole
978.70K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares494.56K
TypeSH
Market value$82.02M
0.95%
Sole
494.56K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares683.65K
TypeSH
Market value$81.31M
0.94%
Sole
683.65K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares3.09M
TypeSH
Market value$79.92M
0.93%
Sole
3.09M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares2.86M
TypeSH
Market value$74.94M
0.87%
Sole
2.86M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares90.50K
TypeSH
Market value$74.74M
0.87%
Sole
90.50K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.36M
TypeSH
Market value$73.67M
0.85%
Sole
1.36M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI TOTAL | 8.57M | SH | $598.05M 6.94% | 8.57M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 5.29M | SH | $523.55M 6.07% | 5.29M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.85M | SH | $411.17M 4.77% | 1.85M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.09M | SH | $409.09M 4.75% | 1.09M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.92M | SH | $316.45M 3.67% | 2.92M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.66M | SH | $259.05M 3.01% | 1.66M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.34M | SH | $255.33M 2.96% | 1.34M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 325.34K | SH | $187.51M 2.18% | 325.34K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 2.26M | SH | $177.99M 2.06% | 2.26M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 877.45K | SH | $146.91M 1.70% | 877.45K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 566.73K | SH | $139.02M 1.61% | 566.73K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 254.50K | SH | $135.54M 1.57% | 254.50K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 923.50K | SH | $121.04M 1.40% | 923.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 345.05K | SH | $120.93M 1.40% | 345.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.79M | SH | $117.51M 1.36% | 2.79M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 194.60K | SH | $101.92M 1.18% | 194.60K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 2.15M | SH | $101.20M 1.17% | 2.15M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.41M | SH | $99.17M 1.15% | 1.41M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 978.70K | SH | $83.26M 0.97% | 978.70K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 494.56K | SH | $82.02M 0.95% | 494.56K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 683.65K | SH | $81.31M 0.94% | 683.65K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 3.09M | SH | $79.92M 0.93% | 3.09M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 2.86M | SH | $74.94M 0.87% | 2.86M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 90.50K | SH | $74.74M 0.87% | 90.50K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.36M | SH | $73.67M 0.85% | 1.36M | 0.00 | 0.00 |
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