Filed: 8/7/2025ACC: 0001085146-25-004651
📋 What this filing means
FACTORY MUTUAL INSURANCE CO filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $9.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$9.15B
Total AUM (reported)
74.94M
Total Shares
Allocation by class
COM$5.01B54.7%
CORE MSCI TOTAL$641.63M7.0%
CL A$415.89M4.5%
CAP STK CL C$294.13M3.2%
CORE US AGGBD ET$223.56M2.4%
SBI INT-UTILS$184.33M2.0%
COM NEW$179.06M2.0%
Portfolio Concentration
Top 3$1.65B18.0%
4–10$1.84B20.1%
11–25$1.64B17.9%
Rest$4.02B44.0%
Top 3 weight
18.0%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 74.94M
Sole
Full voting authority
74.94M
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)
Sole162
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:
ISHARES TR
SOLEShares8.30M
TypeSH
Market value$641.63M
7.01%
Sole
8.30M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.07M
TypeSH
Market value$530.87M
5.80%
Sole
1.07M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.02M
TypeSH
Market value$476.95M
5.21%
Sole
3.02M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.83M
TypeSH
Market value$374.48M
4.09%
Sole
1.83M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.34M
TypeSH
Market value$294.43M
3.22%
Sole
1.34M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.66M
TypeSH
Market value$294.13M
3.21%
Sole
1.66M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares325.34K
TypeSH
Market value$240.13M
2.62%
Sole
325.34K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares833.95K
TypeSH
Market value$229.88M
2.51%
Sole
833.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.25M
TypeSH
Market value$223.56M
2.44%
Sole
2.25M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares2.26M
TypeSH
Market value$184.33M
2.01%
Sole
2.26M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares566.73K
TypeSH
Market value$164.30M
1.80%
Sole
566.73K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares3.22M
TypeSH
Market value$151.36M
1.65%
Sole
3.22M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares923.50K
TypeSH
Market value$136.23M
1.49%
Sole
923.50K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares496.20K
TypeSH
Market value$125.65M
1.37%
Sole
496.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares254.50K
TypeSH
Market value$123.63M
1.35%
Sole
254.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares345.05K
TypeSH
Market value$122.51M
1.34%
Sole
345.05K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares2.79M
TypeSH
Market value$118.06M
1.29%
Sole
2.79M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.41M
TypeSH
Market value$109.47M
1.20%
Sole
1.41M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares978.70K
TypeSH
Market value$90.01M
0.98%
Sole
978.70K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares3.09M
TypeSH
Market value$89.37M
0.98%
Sole
3.09M
Shared
0.00
None
0.00
TESLA INC
SOLEShares269.40K
TypeSH
Market value$85.58M
0.94%
Sole
269.40K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares2.86M
TypeSH
Market value$84.01M
0.92%
Sole
2.86M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares79K
TypeSH
Market value$81.22M
0.89%
Sole
79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares136.20K
TypeSH
Market value$77.37M
0.85%
Sole
136.20K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares252.10K
TypeSH
Market value$76.85M
0.84%
Sole
252.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI TOTAL | 8.30M | SH | $641.63M 7.01% | 8.30M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.07M | SH | $530.87M 5.80% | 1.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.02M | SH | $476.95M 5.21% | 3.02M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.83M | SH | $374.48M 4.09% | 1.83M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.34M | SH | $294.43M 3.22% | 1.34M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.66M | SH | $294.13M 3.21% | 1.66M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 325.34K | SH | $240.13M 2.62% | 325.34K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 833.95K | SH | $229.88M 2.51% | 833.95K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 2.25M | SH | $223.56M 2.44% | 2.25M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 2.26M | SH | $184.33M 2.01% | 2.26M | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 566.73K | SH | $164.30M 1.80% | 566.73K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 3.22M | SH | $151.36M 1.65% | 3.22M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | INDL | 923.50K | SH | $136.23M 1.49% | 923.50K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 496.20K | SH | $125.65M 1.37% | 496.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 254.50K | SH | $123.63M 1.35% | 254.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 345.05K | SH | $122.51M 1.34% | 345.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 2.79M | SH | $118.06M 1.29% | 2.79M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.41M | SH | $109.47M 1.20% | 1.41M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 978.70K | SH | $90.01M 0.98% | 978.70K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 3.09M | SH | $89.37M 0.98% | 3.09M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 269.40K | SH | $85.58M 0.94% | 269.40K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 2.86M | SH | $84.01M 0.92% | 2.86M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 79K | SH | $81.22M 0.89% | 79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 136.20K | SH | $77.37M 0.85% | 136.20K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 252.10K | SH | $76.85M 0.84% | 252.10K | 0.00 | 0.00 |
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