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CIK: 0001538449
Total reported value
$14.7B
$14.7B
105 檔
40.4%
The Q1 2025 SEC filing reveals that Mawer Investment Management Ltd. held a total portfolio value of $14.7B, covering 105 public equity positions.
In Q1 2025, Mawer Investment Management Ltd. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 7.04% | -1.78% | -4.01% | |
| 2 | AON | Aon plc | Stock-Financials | 6.31% | -0.03% | -16.12% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.55% | -1.29% | -3.62% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.25% | +0.11% | -2.65% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.58% | +0.37% | -4.84% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.09% | +0.25% | -4.07% | |
| 7 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.77% | -0.65% | -3.52% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.61% | -0.01% | -3.61% | |
| 9 | FCN | Fti Consulting Inc | Stock-Industrials | 3.15% | -0.75% | -2.30% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 2.81% | -0.43% | -21.89% | |
| 11 | FDX | Fedex CORP | Stock-Industrials | 2.68% | — | -3.69% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.64% | -0.26% | — | |
| 13 | NSP | Insperity Inc | Stock-Other | 2.20% | -0.05% | -2.21% | |
| 14 | CDW | Cdw Corp/de | Stock-Tech | 2.19% | +0.09% | -7.00% | |
| 15 | RHI | Robert Half Inc | Stock-Industrials | 2.06% | — | -3.39% | |
| 16 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.81% | — | -3.38% | |
| 17 | SHEL | Shell Plc-adr | Stock-Energy | 1.74% | -0.07% | -4.20% | |
| 18 | CPAY | Corpay Inc | Stock-Tech | 1.74% | -0.14% | -11.46% | |
| 19 | XPEV | XPeng Inc. | Stock-Other | 1.63% | — | -32.96% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.36% | — | -3.42% | |
| 21 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.23% | -0.02% | -2.97% | |
| 22 | WMG | Warner Music Group Corp-cl A | Stock-Other | 1.19% | -0.06% | EXIT | |
| 23 | TNET | Trinet Group Inc | Stock-Other | 1.15% | — | -12.10% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.14% | — | -7.97% | |
| 25 | SNA | Snap-on Inc | Stock-Industrials | 1.14% | — | -3.44% | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 1.14% | -0.42% | -51.14% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 1.12% | -0.53% | -2.25% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.03% | -0.41% | -2.31% | |
| 29 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 1.02% | -0.43% | — | |
| 30 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 1.02% | — | -4.12% | |
| 31 | COR | Cencora Inc | Stock-Healthcare | 0.92% | +0.76% | -4.47% | |
| 32 | WAT | Waters CORP | Stock-Healthcare | 0.91% | +0.39% | -1.20% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.02% | -45.33% | |
| 34 | ATR | Aptargroup Inc | Stock-Healthcare | 0.86% | -0.38% | -0.43% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.10% | -3.31% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | +0.06% | -4.13% | |
| 37 | POOL | Pool CORP | Stock-Industrials | 0.81% | — | — | |
| 38 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.77% | -0.78% | -6.99% | |
| 39 | TME | Tencent Music Entertainm-adr | Stock-Comm Services | 0.76% | -0.08% | -4.21% | |
| 40 | MLM | Martin Marietta Materials | Stock-Materials | 0.67% | -0.02% | +4.62% | |
| 41 | AEP | American Electric Power | Stock-Utilities | 0.61% | +0.99% | -3.54% | |
| 42 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.59% | +0.22% | -8.28% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.06% | -2.46% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | -0.10% | -3.45% | |
| 45 | CACI | Caci International Inc -cl A | Stock-Tech | 0.51% | -0.08% | +11.52% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.49% | -0.12% | -5.02% | |
| 47 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.49% | — | -4.18% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.44% | — | -23.04% | |
| 49 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.44% | +0.03% | -3.40% | |
| 50 | OSIS | Osi Systems Inc | Stock-Tech | 0.43% | -1.14% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 2 | AON | Aon plc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | FCN | Fti Consulting Inc | — | NEW | New buy |
| 10 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 11 | FDX | Fedex CORP | — | NEW | New buy |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 13 | NSP | Insperity Inc | — | NEW | New buy |
| 14 | CDW | Cdw Corp/de | — | NEW | New buy |
| 15 | RHI | Robert Half Inc | — | NEW | New buy |
| 16 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 17 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 18 | CPAY | Corpay Inc | — | NEW | New buy |
| 19 | XPEV | XPeng Inc. | — | NEW | New buy |
| 20 | DE | Deere & Co | — | NEW | New buy |
| 21 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 22 | WMG | Warner Music Group Corp-cl A | — | NEW | New buy |
| 23 | TNET | Trinet Group Inc | — | NEW | New buy |
| 24 | ACN | Accenture plc | — | NEW | New buy |
| 25 | SNA | Snap-on Inc | — | NEW | New buy |
| 26 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 27 | CME | Cme Group Inc | — | NEW | New buy |
| 28 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 29 | MEDP | Medpace Holdings Inc | — | NEW | New buy |
| 30 | YUMC | Yum China Holdings Inc | — | NEW | New buy |
| 31 | COR | Cencora Inc | — | NEW | New buy |
| 32 | WAT | Waters CORP | — | NEW | New buy |
| 33 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 34 | ATR | Aptargroup Inc | — | NEW | New buy |
| 35 | ABT | Abbott Laboratories | — | NEW | New buy |
| 36 | MA | Mastercard Inc - A | — | NEW | New buy |
| 37 | POOL | Pool CORP | — | NEW | New buy |
| 38 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 39 | TME | Tencent Music Entertainm-adr | — | NEW | New buy |
| 40 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 41 | AEP | American Electric Power | — | NEW | New buy |
| 42 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 43 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 44 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 45 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 46 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 47 | ICLR | ICON Public Limited Company | — | NEW | New buy |
| 48 | PAYX | Paychex Inc | — | NEW | New buy |
| 49 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 50 | OSIS | Osi Systems Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Mawer Investment Management Ltd. reported a total U.S. public equity portfolio value of $14.7B across 105 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MRSH, AON, MSFT) accounted for 40.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
MRSH
市值: $1.5B
During Q1 2025, Mawer Investment Management Ltd.'s top holdings by market value included MRSH (7.0%)、AON (6.3%)、MSFT (5.5%). The largest single position, MRSH, represented 7.0% of total portfolio value.
In Q1 2025, Mawer Investment Management Ltd. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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