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Factory Mutual Insurance’s Shell SHEL Stock Holding History

Factory Mutual Insurance’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.52M Hold
71,233
– – 0.05% 165
2026
Q1 		$6.62M Hold
71,233
– – 0.07% 149
2025
Q4 		$5.23M Buy
71,233
+35,959
+102% +$2.65M 0.05% 163
2025
Q3 		$2.52M Buy
+35,274
New +$2.54M 0.02% 177

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Factory Mutual Insurance held its Shell (SHEL) position steady in Q2 2026 at 71,233 shares worth $5.52M. The position accounts for 0.05% of the portfolio, ranked #165.

Factory Mutual Insurance first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.62M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Factory Mutual Insurance held 71,233 shares of Shell worth $5.52M as of Q2 2026.
  • Factory Mutual Insurance left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.05% of Factory Mutual Insurance's portfolio in Q2 2026, its #165 holding.
  • Factory Mutual Insurance first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Factory Mutual Insurance's Shell position peaked at $6.62M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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