FMI
Factory Mutual Insurance’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.3M | Buy |
212,400
+17,800
| +9% | +$5.55M | 0.72% | 32 |
|
|
2025
Q1 | $102M | Buy |
194,600
+10,000
| +5% | +$5.24M | 1.18% | 16 |
|
|
2024
Q4 | $93.4M | Sell |
184,600
-37,900
| -17% | -$19.2M | 1.01% | 19 |
|
|
2024
Q3 | $130M | Sell |
222,500
-12,000
| -5% | -$7.02M | 1.35% | 13 |
|
|
2024
Q2 | $119M | Hold |
234,500
| – | – | 1.36% | 12 |
|
|
2024
Q1 | $116M | Buy |
234,500
+9,600
| +4% | +$4.75M | 1.33% | 13 |
|
|
2023
Q4 | $118M | Hold |
224,900
| – | – | 1.47% | 12 |
|
|
2023
Q3 | $113M | Buy |
224,900
+6,000
| +3% | +$3.03M | 1.58% | 15 |
|
|
2023
Q2 | $105M | Buy |
218,900
+31,000
| +16% | +$14.9M | 1.55% | 13 |
|
|
2023
Q1 | $88.8M | Sell |
187,900
-20,700
| -10% | -$9.78M | 1.39% | 15 |
|
|
2022
Q4 | $111M | Sell |
208,600
-23,500
| -10% | -$12.5M | 1.67% | 11 |
|
|
2022
Q3 | $117M | Sell |
232,100
-1,000
| -0.4% | -$505K | 1.92% | 8 |
|
|
2022
Q2 | $120M | Sell |
233,100
-2,500
| -1% | -$1.28M | 1.96% | 7 |
|
|
2022
Q1 | $120M | Sell |
235,600
-10,600
| -4% | -$5.41M | 1.62% | 11 |
|
|
2021
Q4 | $111M | Sell |
246,200
-41,517
| -14% | -$18.8M | 1.61% | 9 |
|
|
2021
Q3 | $112M | Sell |
287,717
-10,200
| -3% | -$3.99M | 1.4% | 14 |
|
|
2021
Q2 | $119M | Sell |
297,917
-22,432
| -7% | -$8.98M | 1.46% | 13 |
|
|
2021
Q1 | $119M | Sell |
320,349
-11,051
| -3% | -$4.11M | 1.52% | 11 |
|
|
2020
Q4 | $116M | Sell |
331,400
-35,400
| -10% | -$12.4M | 1.57% | 11 |
|
|
2020
Q3 | $114M | Sell |
366,800
-50,000
| -12% | -$15.6M | 1.85% | 9 |
|
|
2020
Q2 | $123M | Sell |
416,800
-6,500
| -2% | -$1.92M | 2.11% | 8 |
|
|
2020
Q1 | $106M | Buy |
423,300
+12,700
| +3% | +$3.17M | 2% | 8 |
|
|
2019
Q4 | $121M | Sell |
410,600
-2,100
| -0.5% | -$617K | 1.78% | 10 |
|
|
2019
Q3 | $89.7M | Sell |
412,700
-1,700
| -0.4% | -$369K | 1.39% | 18 |
|
|
2019
Q2 | $101M | Buy |
414,400
+34,400
| +9% | +$8.39M | 1.21% | 20 |
|
|
2019
Q1 | $94M | Buy |
380,000
+15,000
| +4% | +$3.71M | 1.11% | 27 |
|
|
2018
Q4 | $90.9M | Hold |
365,000
| – | – | 1.17% | 26 |
|
|
2018
Q3 | $97.1M | Sell |
365,000
-78,000
| -18% | -$20.8M | 1.01% | 28 |
|
|
2018
Q2 | $109M | Buy |
443,000
+1,800
| +0.4% | +$442K | 1.17% | 22 |
|
|
2018
Q1 | $94.4M | Hold |
441,200
| – | – | 1.03% | 28 |
|
|
2017
Q4 | $97.3M | Buy |
441,200
+5,900
| +1% | +$1.3M | 1.02% | 30 |
|
|
2017
Q3 | $85.3M | Buy |
435,300
+18,700
| +4% | +$3.66M | 0.93% | 39 |
|
|
2017
Q2 | $77.2M | Buy |
416,600
+72,000
| +21% | +$13.4M | 0.89% | 43 |
|
|
2017
Q1 | $56.5M | Buy |
344,600
+15,000
| +5% | +$2.46M | 0.67% | 55 |
|
|
2016
Q4 | $52.9M | Hold |
329,600
| – | – | 0.63% | 60 |
|
|
2016
Q3 | $46.1M | Buy |
329,600
+40,000
| +14% | +$5.6M | 0.57% | 67 |
|
|
2016
Q2 | $40.9M | Hold |
289,600
| – | – | 0.54% | 71 |
|
|
2016
Q1 | $37.3M | Buy |
289,600
+43,000
| +17% | +$5.54M | 0.48% | 82 |
|
|
2015
Q4 | $29M | Buy |
246,600
+16,000
| +7% | +$1.88M | 0.39% | 91 |
|
|
2015
Q3 | $26.8M | Hold |
230,600
| – | – | 0.37% | 96 |
|
|
2015
Q2 | $28.1M | Hold |
230,600
| – | – | 0.37% | 99 |
|
|
2015
Q1 | $27.3M | Hold |
230,600
| – | – | 0.36% | 109 |
|
|
2014
Q4 | $23.3M | Hold |
230,600
| – | – | 0.31% | 116 |
|
|
2014
Q3 | $19.9M | Sell |
230,600
-14,600
| -6% | -$1.26M | 0.28% | 118 |
|
|
2014
Q2 | $20M | Hold |
245,200
| – | – | 0.27% | 119 |
|
|
2014
Q1 | $20.1M | Sell |
245,200
-103,000
| -30% | -$8.44M | 0.29% | 111 |
|
|
2013
Q4 | $26.2M | Hold |
348,200
| – | – | 0.39% | 96 |
|
|
2013
Q3 | $24.9M | Sell |
348,200
-22,000
| -6% | -$1.58M | 0.4% | 94 |
|
|
2013
Q2 | $24.2M | Buy |
+370,200
| New | +$24.2M | 0.4% | 94 |
|