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Factory Mutual Insurance’s Otis Worldwide OTIS Stock Holding History

Factory Mutual Insurance’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.33M Sell
130,250
-550
-0.4% -$41.1K 0.09% 149
2026
Q1 		$10.1M Buy
130,800
+2,000
+2% +$175K 0.11% 143
2025
Q4 		$11.3M Sell
128,800
-2,000
-2% -$179K 0.11% 140
2025
Q3 		$12M Hold
130,800
– – 0.12% 142
2025
Q2 		$13M Hold
130,800
– – 0.14% 138
2025
Q1 		$13.5M Hold
130,800
– – 0.16% 132
2024
Q4 		$12.1M Sell
130,800
-113,200
-46% -$11.4M 0.13% 146
2024
Q3 		$25.4M Hold
244,000
– – 0.26% 102
2024
Q2 		$23.5M Buy
244,000
+26,700
+12% +$2.57M 0.27% 97
2024
Q1 		$21.6M Hold
217,300
– – 0.25% 107
2023
Q4 		$19.4M Hold
217,300
– – 0.24% 116
2023
Q3 		$17.5M Hold
217,300
– – 0.24% 108
2023
Q2 		$19.3M Sell
217,300
-56,500
-21% -$4.76M 0.29% 102
2023
Q1 		$23.1M Sell
273,800
-39,000
-12% -$3.23M 0.36% 89
2022
Q4 		$24.5M Hold
312,800
– – 0.37% 87
2022
Q3 		$20M Sell
312,800
-4,400
-1% -$322K 0.33% 95
2022
Q2 		$22.4M Sell
317,200
-81,400
-20% -$6M 0.37% 88
2022
Q1 		$30.7M Sell
398,600
-13,900
-3% -$1.11M 0.41% 82
2021
Q4 		$33.4M Sell
412,500
-93,100
-18% -$7.79M 0.48% 76
2021
Q3 		$41.6M Sell
505,600
-7,700
-2% -$677K 0.52% 71
2021
Q2 		$42M Sell
513,300
-15,319
-3% -$1.18M 0.51% 71
2021
Q1 		$36.2M Sell
528,619
-9,007
-2% -$589K 0.46% 74
2020
Q4 		$36.3M Buy
537,626
+260,500
+94% +$16.9M 0.49% 71
2020
Q3 		$17.3M Hold
277,126
– – 0.28% 87
2020
Q2 		$15.8M Buy
+277,126
New +$14.4M 0.27% 92

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Factory Mutual Insurance reduced its Otis Worldwide (OTIS) stake by 0.42% in Q2 2026, selling an estimated $41.1K and leaving 130,250 shares worth $9.33M. The position accounts for 0.09% of the portfolio, ranked #149.

Factory Mutual Insurance first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $42M in Q2 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Factory Mutual Insurance held 130,250 shares of Otis Worldwide worth $9.33M as of Q2 2026.
  • Factory Mutual Insurance sold 550 Otis Worldwide shares in Q2 2026, an estimated $41.1K.
  • Otis Worldwide made up 0.09% of Factory Mutual Insurance's portfolio in Q2 2026, its #149 holding.
  • Factory Mutual Insurance first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Factory Mutual Insurance's Otis Worldwide position peaked at $42M in Q2 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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