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Factory Mutual Insurance’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Factory Mutual Insurance’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291M Buy
2,940,924
+1,118,000
+61% +$111M 2.74% 8
2026
Q1 		$181M Sell
1,822,924
-2,273,076
-55% -$227M 2.04% 9
2025
Q4 		$409M Buy
4,096,000
+340,577
+9% +$34.2M 4.15% 5
2025
Q3 		$376M Buy
3,755,423
+1,501,823
+67% +$149M 3.67% 6
2025
Q2 		$224M Sell
2,253,600
-3,039,057
-57% -$298M 2.44% 9
2025
Q1 		$524M Sell
5,292,657
-506,200
-9% -$49.5M 6.07% 2
2024
Q4 		$562M Sell
5,798,857
-952,019
-14% -$93.8M 6.08% 2
2024
Q3 		$684M Buy
6,750,876
+728,000
+12% +$72.6M 7.07% 1
2024
Q2 		$585M Sell
6,022,876
-102,215
-2% -$9.87M 6.66% 1
2024
Q1 		$600M Buy
6,125,091
+2,045,215
+50% +$200M 6.89% 1
2023
Q4 		$405M Buy
4,079,876
+1,914,500
+88% +$182M 5.03% 2
2023
Q3 		$204M Buy
2,165,376
+1,284,400
+146% +$124M 2.84% 5
2023
Q2 		$86.3M Buy
880,976
+509,076
+137% +$50.3M 1.27% 20
2023
Q1 		$37.1M Buy
+371,900
New +$36.8M 0.58% 54

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Factory Mutual Insurance's AGG Position: Q2 2026 in Review

Factory Mutual Insurance increased its iShares Core US Aggregate Bond ETF (AGG) stake by 61% in Q2 2026, buying an estimated $111M and bringing the position to 2,940,924 shares worth $291M. The position accounts for 2.74% of the portfolio, ranked #8.

Factory Mutual Insurance first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $684M in Q3 2024. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Factory Mutual Insurance held 2,940,924 shares of iShares Core US Aggregate Bond ETF worth $291M as of Q2 2026.
  • Factory Mutual Insurance bought 1,118,000 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $111M.
  • iShares Core US Aggregate Bond ETF made up 2.74% of Factory Mutual Insurance's portfolio in Q2 2026, its #8 holding.
  • Factory Mutual Insurance first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Factory Mutual Insurance's iShares Core US Aggregate Bond ETF position peaked at $684M in Q3 2024.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.