Factory Mutual Insurance’s Unilever UL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.6M	Buy	+375,457	New	+$21.7M	0.21%	108
2026 Q1	–	Sell	-457,195	Closed	-$29.9M	–	203
2025 Q4	$29.9M	Sell	457,195 -165,391	-27%	-$11.1M	0.3%	83
2025 Q3	$41.5M	Buy	622,586 +62,675	+11%	+$4.33M	0.4%	61
2025 Q2	$38.5M	Buy	559,911 +44,444	+9%	+$3.12M	0.42%	63
2025 Q1	$34.5M	Buy	+515,467	New	+$33.3M	0.4%	67

Other funds holding UL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Factory Mutual Insurance opened a new position in Unilever (UL) in Q2 2026: 375,457 shares worth $22.6M. The stake represents 0.21% of the portfolio and ranks #108 among its holdings. This is a return to the name: Factory Mutual Insurance previously reported a position in UL as recently as Q4 2025.

Factory Mutual Insurance first reported a position in UL in Q1 2025 and has held it in 5 quarters since. The position peaked at $41.5M in Q3 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Factory Mutual Insurance held 375,457 shares of Unilever worth $22.6M as of Q2 2026.
Unilever was a new Factory Mutual Insurance position in Q2 2026.
Unilever made up 0.21% of Factory Mutual Insurance's portfolio in Q2 2026, its #108 holding.
Factory Mutual Insurance first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
Factory Mutual Insurance's Unilever position peaked at $41.5M in Q3 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

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