Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q1 2026
Top Holdings126 positions
Alphabet Inc. | 3.3M | $937M | 6.1% | $85.04 | +236.90% | 29 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.3M | $857M | 5.5% | $146.57 | +151.54% | 29 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 3.7M | $760.2M | 4.9% | $151.14 | +37.80% | 29 qtrssince 2019-Q1 | Decreased 0 |
SHELL PLC SPON ADS | 7.1M | $662.2M | 4.3% | $58.52 | +56.13% | 15 qtrssince 2022-Q3 | Decreased 0 |
Marsh & McLennan Companies, Inc. | 3.5M | $602.8M | 3.9% | $104.43 | +63.37% | 29 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 1.9M | $585.4M | 3.8% | $196.89 | +52.91% | 29 qtrssince 2019-Q1 | Decreased 0 |
Amphenol Corporation | 4M | $503.7M | 3.3% | $12.88 | +388.93% | 29 qtrssince 2019-Q1 | Decreased 0 |
Northrop Grumman Corporation | 683,362 | $466.2M | 3.0% | $490.03 | +37.99% | 4 qtrssince 2025-Q2 | Decreased 0 |
WATERS CORP | 1.4M | $418M | 2.7% | $277.46 | +7.33% | 29 qtrssince 2019-Q1 | Increased 58 |
AON PLC | 1.3M | $412.2M | 2.7% | $190.73 | +68.79% | 24 qtrssince 2020-Q2 | Decreased 0 |
WELLS FARGO CO NEW | 4.7M | $371.8M | 2.4% | $88.21 | -10.78% | 3 qtrssince 2025-Q3 | Decreased 0 |
AERCAP HOLDINGS NV | 2.7M | $367.6M | 2.4% | $126.14 | +8.16% | 4 qtrssince 2025-Q2 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 509 | $365.5M | 2.4% | $780,962.24 | -8.04% | 5 qtrssince 2025-Q1 | Decreased 0 |
Meta Platforms Inc | 612,803 | $350.6M | 2.3% | $734.94 | -22.29% | 4 qtrssince 2025-Q2 | Decreased 0 |
Southern Co. | 3.4M | $330.3M | 2.1% | $83.70 | +13.43% | 20 qtrssince 2021-Q2 | Increased 84 |
JPMorgan Chase & Co. | 1.1M | $327.6M | 2.1% | $222.19 | +31.13% | 29 qtrssince 2019-Q1 | Increased 58 |
Intercontinental Exchange Inc | 2.1M | $327.2M | 2.1% | $137.53 | +13.56% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMERISOURCEBERGEN CORP | 1M | $323.9M | 2.1% | $225.90 | +64.42% | 29 qtrssince 2019-Q1 | Increased 78 |
CME Group Inc. | 1M | $304.6M | 2.0% | $203.63 | +44.30% | 29 qtrssince 2019-Q1 | Decreased 0 |
Booking Holdings Inc | 56,702 | $238.7M | 1.5% | $100.36 | +66.99% | 29 qtrssince 2019-Q1 | Decreased 0 |
Mawer Investment Management Ltd. manages $15.4B across 126 positions as of Q1 2026. Top holdings: GOOG (6.1%), MSFT (5.5%), AMZN (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 16 new positions, 15 exits, 39 increased. Top move: SO (INCREASED, conviction 84). Portfolio: $15.4B across 126 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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