Factory Mutual Insurance’s Simon Property Group SPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5M	Sell	127,542 -50	-0%	-$10.3K	0.27%	90
2026 Q1	$23.8M	Buy	127,592 +300	+0.2%	+$57.2K	0.27%	100
2025 Q4	$23.6M	Sell	127,292 -33,300	-21%	-$6.05M	0.24%	108
2025 Q3	$30.1M	Hold	160,592	–	–	0.29%	80
2025 Q2	$25.8M	Hold	160,592	–	–	0.28%	94
2025 Q1	$26.7M	Hold	160,592	–	–	0.31%	88
2024 Q4	$27.7M	Hold	160,592	–	–	0.3%	84
2024 Q3	$27.1M	Hold	160,592	–	–	0.28%	94
2024 Q2	$24.4M	Hold	160,592	–	–	0.28%	94
2024 Q1	$25.1M	Sell	160,592 -36,000	-18%	-$5.28M	0.29%	92
2023 Q4	$28M	Hold	196,592	–	–	0.35%	78
2023 Q3	$21.2M	Hold	196,592	–	–	0.3%	93
2023 Q2	$22.7M	Hold	196,592	–	–	0.33%	88
2023 Q1	$22M	Hold	196,592	–	–	0.34%	93
2022 Q4	$23.1M	Hold	196,592	–	–	0.35%	91
2022 Q3	$17.6M	Hold	196,592	–	–	0.29%	101
2022 Q2	$18.7M	Sell	196,592 -46,000	-19%	-$5.27M	0.31%	96
2022 Q1	$31.9M	Hold	242,592	–	–	0.43%	79
2021 Q4	$34M	Sell	242,592 -14,156	-6%	-$2.16M	0.49%	74
2021 Q3	$33.4M	Buy	256,748 +6,500	+3%	+$846K	0.42%	81
2021 Q2	$32.7M	Sell	250,248 -3,633	-1%	-$452K	0.4%	81
2021 Q1	$28.9M	Sell	253,881 -1,410	-0.6%	-$147K	0.37%	90
2020 Q4	$21.8M	Buy	255,291 +14,900	+6%	+$1.14M	0.29%	96
2020 Q3	$15.5M	Hold	240,391	–	–	0.25%	93
2020 Q2	$16.4M	Sell	240,391 -46,500	-16%	-$2.92M	0.28%	88
2020 Q1	$15.7M	Hold	286,891	–	–	0.3%	87
2019 Q4	$42.7M	Hold	286,891	–	–	0.63%	62
2019 Q3	$44.7M	Buy	286,891 +51,000	+22%	+$7.93M	0.69%	58
2019 Q2	$37.7M	Sell	235,891 -100,000	-30%	-$17.2M	0.45%	83
2019 Q1	$62M	Buy	335,891 +800	+0.2%	+$142K	0.73%	53
2018 Q4	$56.3M	Buy	335,091 +947	+0.3%	+$169K	0.72%	50
2018 Q3	$59.1M	Buy	334,144 +6,500	+2%	+$1.15M	0.61%	56
2018 Q2	$55.8M	Buy	327,644 +2,000	+0.6%	+$318K	0.6%	57
2018 Q1	$50.3M	Hold	325,644	–	–	0.55%	65
2017 Q4	$55.9M	Buy	325,644 +4,900	+2%	+$796K	0.59%	63
2017 Q3	$51.6M	Buy	320,744 +12,994	+4%	+$2.08M	0.57%	66
2017 Q2	$49.8M	Buy	307,750 +67,000	+28%	+$10.9M	0.58%	66
2017 Q1	$41.4M	Hold	240,750	–	–	0.49%	75
2016 Q4	$43.5M	Hold	240,750	–	–	0.52%	73
2016 Q3	$49.8M	Sell	240,750 -50,000	-17%	-$10.8M	0.62%	62
2016 Q2	$63.1M	Hold	290,750	–	–	0.83%	43
2016 Q1	$60.4M	Hold	290,750	–	–	0.78%	43
2015 Q4	$56.5M	Hold	290,750	–	–	0.76%	49
2015 Q3	$53.4M	Hold	290,750	–	–	0.73%	50
2015 Q2	$50.3M	Hold	290,750	–	–	0.66%	54
2015 Q1	$56.9M	Hold	290,750	–	–	0.75%	45
2014 Q4	$52.9M	Buy	290,750 +10,000	+4%	+$1.77M	0.71%	49
2014 Q3	$46.2M	Sell	280,750 -2,400	-0.8%	-$404K	0.64%	56
2014 Q2	$47.1M	Sell	283,150 -4,019	-1%	-$656K	0.64%	58
2014 Q1	$44.3M	Hold	287,169	–	–	0.64%	60
2013 Q4	$41.1M	Hold	287,169	–	–	0.6%	64
2013 Q3	$40M	Buy	287,169 +39,331	+16%	+$5.71M	0.64%	61
2013 Q2	$36.8M	Buy	+247,838	New	+$39.7M	0.6%	64

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Factory Mutual Insurance reduced its Simon Property Group (SPG) stake by 0.04% in Q2 2026, selling an estimated $10.3K and leaving 127,542 shares worth $28.5M. The position accounts for 0.27% of the portfolio, ranked #90.

Factory Mutual Insurance first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $63.1M in Q2 2016. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Factory Mutual Insurance held 127,542 shares of Simon Property Group worth $28.5M as of Q2 2026.
Factory Mutual Insurance sold 50 Simon Property Group shares in Q2 2026, an estimated $10.3K.
Simon Property Group made up 0.27% of Factory Mutual Insurance's portfolio in Q2 2026, its #90 holding.
Factory Mutual Insurance first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
Factory Mutual Insurance's Simon Property Group position peaked at $63.1M in Q2 2016.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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