FACTORY MUTUAL INSURANCE CO

Q3 2026 13F-HR Holdings

Location
Waltham, MA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
216
Total value ($000)
$11,214,573
Net value change ($000)
+576,234 (5.4%)
New positions
19
Sold out positions
8
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAILLIE GIFFORD ETF TR 254,202 NEW
XLK 183,418 NEW
MSFT 128,890 37.4%
AGG 92,354 31.7%
VOO 89,359 89.7%
EXXONMOBIL HOLDINGS CORP 79,252 NEW
NVDA 60,062 10.6%
AAPL 44,818 9.0%
XLE 37,339 15.8%
MRVL 35,552 60.5%
Top Reduces (Value $000, Stocks/ETFs)
RSP -95,336 -100.0%
XOM -66,727 -100.0%
KLAC -63,582 -35.5%
XLRE -29,016 -100.0%
GOOGL -27,868 -5.3%
BKLN -24,444 -100.0%
CAT -23,844 -35.0%
HD -22,292 -46.0%
DFCF -21,096 -5.0%
AVGO -19,909 -7.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type