Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q2 2025
Top Holdings110 positions
MICROSOFT CORP | 2.9M | $1.4B | 7.2% | $146.57 | +236.04% | 26 qtrssince 2019-Q1 | Decreased 0 |
MARSH & MCLENNAN COS INC | 5.4M | $1.2B | 6.0% | $104.43 | +103.10% | 26 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 3M | $1.1B | 5.4% | $190.73 | +86.17% | 21 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 5.2M | $923.7M | 4.7% | $85.04 | +107.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 158,802 | $919.3M | 4.7% | $100.36 | +128.26% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 4M | $870.9M | 4.4% | $142.24 | +54.24% | 26 qtrssince 2019-Q1 | Increased 59 |
VISA INC | 2.1M | $750.5M | 3.8% | $180.87 | +94.41% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMPHENOL CORP CL A | 7.4M | $733.5M | 3.7% | $12.88 | +280.11% | 26 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 3.8M | $616.3M | 3.1% | $146.12 | +10.53% | 18 qtrssince 2021-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC CL A | 811 | $591.1M | 3.0% | $780,962.24 | -6.41% | 2 qtrssince 2025-Q1 | Increased 63 |
META PLATFORMS INC | 735,898 | $543.2M | 2.8% | $735.10 | 0.00% | 1 qtr | New 81 |
NORTHROP GRUMMAN CORP | 984,009 | $492M | 2.5% | $490.03 | 0.00% | 1 qtr | New 81 |
CDW CORP | 2.6M | $471.9M | 2.4% | $127.18 | +37.76% | 21 qtrssince 2020-Q2 | Decreased 0 |
JPMORGAN CHASE & CO. | 1.2M | $360.1M | 1.8% | $215.52 | +31.36% | 26 qtrssince 2019-Q1 | Increased 79 |
UNITEDHEALTH GROUP INC | 1.1M | $330.5M | 1.7% | $442.09 | -31.69% | 21 qtrssince 2020-Q2 | Decreased 0 |
SHELL PLC | 4.6M | $323.2M | 1.6% | $48.20 | +39.46% | 12 qtrssince 2022-Q3 | Decreased 0 |
LULULEMON ATHLETICA INC | 1.4M | $323M | 1.6% | $380.03 | -75.13% | 3 qtrssince 2024-Q4 | Increased 50 |
INSPERITY INC | 4.8M | $291M | 1.5% | $74.38 | -25.80% | 26 qtrssince 2019-Q1 | Decreased 0 |
DEERE & CO | 559,417 | $284.5M | 1.4% | $380.26 | +33.64% | 5 qtrssince 2024-Q2 | Decreased 0 |
CORPAY INC | 816,491 | $270.9M | 1.4% | $308.10 | +7.70% | 6 qtrssince 2024-Q1 | Decreased 0 |
Mawer Investment Management Ltd. manages $19.7B across 110 positions as of Q2 2025. Top holdings: MSFT (7.2%), MRSH (6.0%), AON (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 12 new positions, 7 exits, 20 increased. Top move: META (NEW, conviction 81). Portfolio: $19.7B across 110 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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