Factory Mutual Insurance’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Factory Mutual Insurance’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.3M	Sell	314,550 -290,600	-48%	-$16.7M	0.19%	121
2025 Q4	$36.4M	Sell	605,150 -9,950	-2%	-$586K	0.37%	69
2025 Q3	$36.5M	Hold	615,100	–	–	0.36%	68
2025 Q2	$36.7M	Hold	615,100	–	–	0.4%	67
2025 Q1	$37.2M	Hold	615,100	–	–	0.43%	61
2024 Q4	$34.8M	Hold	615,100	–	–	0.38%	66
2024 Q3	$34.9M	Hold	615,100	–	–	0.36%	71
2024 Q2	$30.7M	Hold	615,100	–	–	0.35%	72
2024 Q1	$32M	Hold	615,100	–	–	0.37%	71
2023 Q4	$27.8M	Sell	615,100 -310,000	-34%	-$13.6M	0.35%	82
2023 Q3	$39.4M	Sell	925,100 -206,500	-18%	-$8.75M	0.55%	50
2023 Q2	$46.3M	Sell	1,131,600 -113,500	-9%	-$4.52M	0.68%	42
2023 Q1	$49M	Sell	1,245,100 -14,600	-1%	-$608K	0.77%	36
2022 Q4	$51.6M	Hold	1,259,700	–	–	0.78%	41
2022 Q3	$45.6M	Sell	1,259,700 -138,000	-10%	-$5.27M	0.75%	39
2022 Q2	$52.9M	Sell	1,397,700 -1,611,200	-54%	-$63.5M	0.87%	35
2022 Q1	$126M	Sell	3,008,900 -82,200	-3%	-$3.31M	1.71%	8
2021 Q4	$118M	Sell	3,091,100 -619,225	-17%	-$24.8M	1.71%	7
2021 Q3	$140M	Sell	3,710,325 -110,400	-3%	-$4.26M	1.75%	7
2021 Q2	$147M	Sell	3,820,725 -188,599	-5%	-$7.34M	1.8%	7
2021 Q1	$147M	Sell	4,009,324 -79,676	-2%	-$2.8M	1.88%	7
2020 Q4	$137M	Buy	+4,089,000	New	+$129M	1.86%	7
2019 Q3	–	Sell	-5,197,700	Closed	-$177M	–	121
2019 Q2	$177M	Buy	5,197,700 +1,649,000	+46%	+$54.3M	2.11%	9
2019 Q1	$112M	Buy	3,548,700 +580,300	+20%	+$17.8M	1.32%	19
2018 Q4	$84.2M	Hold	2,968,400	–	–	1.08%	30
2018 Q3	$95.2M	Buy	2,968,400 +677,500	+30%	+$21.4M	0.99%	31
2018 Q2	$68.3M	Buy	2,290,900 +400,000	+21%	+$12.3M	0.73%	51
2018 Q1	$58.7M	Hold	1,890,900	–	–	0.64%	58
2017 Q4	$58.1M	Hold	1,890,900	–	–	0.61%	60
2017 Q3	$56.7M	Buy	1,890,900 +82,500	+5%	+$2.46M	0.62%	57
2017 Q2	$53.1M	Hold	1,808,400	–	–	0.61%	61
2017 Q1	$51.8M	Buy	1,808,400 +819,000	+83%	+$23.3M	0.61%	63
2016 Q4	$27.3M	Hold	989,400	–	–	0.32%	105
2016 Q3	$24.4M	Hold	989,400	–	–	0.3%	111
2016 Q2	$23.5M	Sell	989,400 -120,000	-11%	-$2.82M	0.31%	108
2016 Q1	$25.6M	Hold	1,109,400	–	–	0.33%	109
2015 Q4	$25.7M	Hold	1,109,400	–	–	0.35%	101
2015 Q3	$25M	Hold	1,109,400	–	–	0.34%	103
2015 Q2	$25.2M	Hold	1,109,400	–	–	0.33%	112
2015 Q1	$24.8M	Hold	1,109,400	–	–	0.33%	112
2014 Q4	$24.7M	Hold	1,109,400	–	–	0.33%	110
2014 Q3	$23.3M	Buy	1,109,400 +191,400	+21%	+$4.06M	0.32%	109
2014 Q2	$19.6M	Hold	918,000	–	–	0.27%	120
2014 Q1	$19M	Hold	918,000	–	–	0.28%	113
2013 Q4	$19.3M	Sell	918,000 -102,000	-10%	-$2.05M	0.28%	113
2013 Q3	$19.3M	Hold	1,020,000	–	–	0.31%	111
2013 Q2	$18.4M	Buy	+1,020,000	New	+$18.1M	0.3%	110

Other funds holding KIE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Factory Mutual Insurance's KIE Position: Q1 2026 in Review

Factory Mutual Insurance reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 48% in Q1 2026, selling an estimated $16.7M and leaving 314,550 shares worth $17.3M. The position accounts for 0.19% of the portfolio, ranked #121.

Factory Mutual Insurance first reported a position in KIE in Q2 2013 and has held it in 47 quarters since. The position peaked at $177M in Q2 2019. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Factory Mutual Insurance held 314,550 shares of State Street SPDR S&P Insurance ETF worth $17.3M as of Q1 2026.
Factory Mutual Insurance sold 290,600 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $16.7M.
State Street SPDR S&P Insurance ETF made up 0.19% of Factory Mutual Insurance's portfolio in Q1 2026, its #121 holding.
Factory Mutual Insurance first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and has held it in 47 quarters since.
Factory Mutual Insurance's State Street SPDR S&P Insurance ETF position peaked at $177M in Q2 2019.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Factory Mutual Insurance's 13F filing for Q1 2026, filed 5 May 2026.