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Portfolio (Quarterly) Guide ↗

FACTORY MUTUAL INSURANCE CO

· CIK 0000887818
13F Portfolio $9.9B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BHP BHP GROUP LTD Basic Materials 89,252.0 $5.4M 0.06% NEW $60.37 +39.8%
162 ASTRAZENECA PLC 57,852.0 $5.3M 0.05% NEW $91.93
163 SHEL SHELL PLC Energy 71,233.0 $5.2M 0.05% NEW $73.48 +15.0%
164 MET METLIFE INC Financial Services 66,150.0 $5.2M 0.05% NEW $78.94 +0.3%
165 NVS NOVARTIS AG Healthcare 35,796.0 $4.9M 0.05% NEW $137.87 +8.6%
166 NGG NATIONAL GRID PLC Utilities 60,957.0 $4.7M 0.05% NEW $77.35 +13.0%
167 SAP SAP SE Technology 19,324.0 $4.7M 0.05% NEW $242.91 -32.4%
168 SONY SONY GROUP CORP Technology 167,119.0 $4.3M 0.04% NEW $25.60 -13.6%
169 UBS UBS GROUP AG Financial Services 86,545.0 $4.0M 0.04% NEW $46.31 +0.1%
170 GFI GOLD FIELDS LTD Basic Materials 91,692.0 $4.0M 0.04% NEW $43.66 +1.0%
171 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 188,992.0 $3.7M 0.04% NEW $19.33 +12.4%
172 NVO NOVO-NORDISK A S Healthcare 59,614.0 $3.0M 0.03% NEW $50.88 -10.0%
173 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 29,151.0 $2.9M 0.03% NEW $101.07 +20.9%
174 NU NU HLDGS LTD Financial Services 147,832.0 $2.5M 0.03% NEW $16.74 -22.8%
175 B BARRICK MNG CORP Basic Materials 51,742.0 $2.3M 0.02% NEW $43.55 -6.8%
176 BE BLOOM ENERGY CORP Industrials 25,000.0 $2.2M 0.02% NEW $86.89 +217.6%
177 DEO DIAGEO PLC Consumer Defensive 24,675.0 $2.1M 0.02% NEW $86.27 -5.3%
178 FUTU FUTU HLDGS LTD Financial Services 11,992.0 $2.0M 0.02% NEW $164.21 -13.8%
179 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 87,020.0 $1.8M 0.02% NEW $21.05 -20.0%
180 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 32,719.0 $1.8M 0.02% NEW $55.03 -5.8%
Page 9 of 10  ·  196 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 13.5%
Communication Services 10.7%
Consumer Cyclical 10.4%
Healthcare 9.6%
Industrials 6.9%
Consumer Defensive 5.1%
Energy 2.6%
Real Estate 1.5%
Basic Materials 1.5%