13F Insight
DOSSIER · 13F-HR · Q2 2026

FACTORY MUTUAL INSURANCE CO

$10.6B in tracked AUM across 205 positions as of Q2 2026.

FM
CIK 0000887818 · last filed Jun 30, 2026
Total AUM
$10.6B
as of Q2 2026
Holdings
205
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Factory Mutual Insurance Co. (FM Global) manages a substantial investment portfolio totaling approximately $9.86 billion as of December 31, 2025. This represents a significant expansion of +72.0% in portfolio value compared to the prior quarter ($5.73B), driven largely by capital inflows or asset reallocation rather than market appreciation alone, given the high level of trading activity observed. The portfolio consists of 196 holdings, reflecting a diversified approach. T...

Key Holdings

The portfolio is heavily anchored in the "Magnificent Seven" and other dominant technology leaders, which command the largest individual weightings. NVIDIA (NVDA) remains the top holding at $545.08 million (5.53% of the portfolio), despite a minor reduction of 0.6%. Microsoft (MSFT) and Apple (AAPL) were established as massive new positions during the quarter, representing $487.88 million (4.95%) and $469.59 million (4.76%) of the portfolio, respectively. These three stocks alone account for over 15% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$567M2.8M5.3%02
GOOG
ALPHABET INC
$528M1.5M5.0%03
AAPL
APPLE INC
$497M1.7M4.7%04
DFCF
DIMENSIONAL ETF TRUST
$426M10.1M4.0%05
JCPB
J P MORGAN EXCHANGE TRADED F
$375M8.0M3.5%06
MSFT
MICROSOFT CORP
$345M924K3.2%07
AMZN
AMAZON COM INC
$330M1.4M3.1%08
AGG
ISHARES TR
$291M2.9M2.7%09
AVGO
BROADCOM INC
$272M721K2.6%10
XLE
SELECT SECTOR SPDR TR
$236M4.5M2.2%

Filing history

2026Q2Jun 30
$10.6B▲ 19.7%
205 positionsView →2026Q1Mar 31
$8.9B▼ 9.9%
196 positionsView →2025Q4Dec 31
$9.9B▼ 3.9%
196 positionsView →2025Q3Sep 30
$10.3B▲ 12.2%
195 positionsView →2025Q2Jun 30
$9.1B▲ 6.1%
162 positionsLocked2025Q1Mar 31
$8.6B▼ 6.8%
167 positionsLocked2024Q4Dec 31
$9.2B▼ 4.4%
172 positionsLocked2024Q3Sep 30
$9.7B▲ 10.1%
173 positionsLocked2024Q2Jun 30
$8.8B▲ 0.8%
170 positionsLocked2024Q1Mar 31
$8.7B▲ 8.1%
169 positionsLocked2023Q4Dec 31
$8.1B▲ 12.3%
162 positionsLocked2023Q3Sep 30
$7.2B▲ 5.7%
156 positionsLocked
Showing 12 of 98