Mawer Investment Management as of March 31, 2025
Portfolio Holdings for Mawer Investment Management
Mawer Investment Management holds 105 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marsh & McLennan Companies (MMC) | 7.0 | $1.5B | 6.0M | 244.03 | |
| Aon Shs Cl A (AON) | 6.3 | $1.3B | 3.3M | 399.09 | |
| Microsoft Corporation (MSFT) | 5.6 | $1.1B | 3.1M | 375.39 | |
| UnitedHealth (UNH) | 5.2 | $1.1B | 2.1M | 523.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $949M | 6.1M | 156.23 | |
| Visa Com Cl A (V) | 4.1 | $846M | 2.4M | 350.46 | |
| Booking Holdings (BKNG) | 3.8 | $780M | 169k | 4606.91 | |
| Amazon (AMZN) | 3.6 | $748M | 3.9M | 190.26 | |
| FTI Consulting (FCN) | 3.1 | $652M | 4.0M | 164.08 | |
| Amphenol Corp Cl A (APH) | 2.8 | $582M | 8.9M | 65.59 | |
| FedEx Corporation (FDX) | 2.7 | $555M | 2.3M | 243.78 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.6 | $546M | 684.00 | 798441.60 | |
| Insperity (NSP) | 2.2 | $455M | 5.1M | 89.23 | |
| Cdw (CDW) | 2.2 | $453M | 2.8M | 160.26 | |
| Robert Half International (RHI) | 2.1 | $426M | 7.8M | 54.55 | |
| Lululemon Athletica (LULU) | 1.8 | $374M | 1.3M | 283.06 | |
| Shell Spon Ads (SHEL) | 1.7 | $361M | 4.9M | 73.28 | |
| Corpay Com Shs (CPAY) | 1.7 | $360M | 1.0M | 348.72 | |
| XP Cl A (XP) | 1.6 | $338M | 25M | 13.75 | |
| Deere & Company (DE) | 1.4 | $281M | 598k | 469.35 | |
| Arthur J. Gallagher & Co. (AJG) | 1.2 | $255M | 739k | 345.24 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.2 | $247M | 7.9M | 31.35 | |
| Trinet (TNET) | 1.1 | $238M | 3.0M | 79.24 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $237M | 759k | 312.04 | |
| Snap-on Incorporated (SNA) | 1.1 | $236M | 699k | 337.01 | |
| Intercontinental Exchange (ICE) | 1.1 | $236M | 1.4M | 172.50 | |
| Cme (CME) | 1.1 | $231M | 871k | 265.29 | |
| Verizon Communications (VZ) | 1.0 | $213M | 4.7M | 45.36 | |
| Medpace Hldgs (MEDP) | 1.0 | $212M | 696k | 304.69 | |
| Yum China Holdings (YUMC) | 1.0 | $211M | 4.0M | 52.06 | |
| AmerisourceBergen (COR) | 0.9 | $191M | 686k | 278.09 | |
| Waters Corporation (WAT) | 0.9 | $189M | 514k | 368.57 | |
| Procter & Gamble Company (PG) | 0.9 | $187M | 1.1M | 170.42 | |
| Aptar (ATR) | 0.9 | $179M | 1.2M | 148.38 | |
| Abbott Laboratories (ABT) | 0.8 | $174M | 1.3M | 132.65 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $169M | 308k | 548.12 | |
| Pool Corporation (POOL) | 0.8 | $169M | 530k | 318.35 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.8 | $160M | 997k | 160.23 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.8 | $158M | 11M | 14.41 | |
| Martin Marietta Materials (MLM) | 0.7 | $139M | 291k | 478.13 | |
| American Electric Power Company (AEP) | 0.6 | $127M | 1.2M | 109.27 | |
| Verisk Analytics (VRSK) | 0.6 | $122M | 411k | 297.62 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $106M | 432k | 245.30 | |
| Sherwin-Williams Company (SHW) | 0.5 | $106M | 303k | 349.19 | |
| Caci Intl Cl A (CACI) | 0.5 | $106M | 288k | 366.92 | |
| Becton, Dickinson and (BDX) | 0.5 | $102M | 444k | 229.06 | |
| Icon SHS (ICLR) | 0.5 | $101M | 576k | 174.99 | |
| Paychex (PAYX) | 0.4 | $91M | 592k | 154.28 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.4 | $91M | 1.4M | 66.44 | |
| OSI Systems (OSIS) | 0.4 | $90M | 461k | 194.34 | |
| Danaher Corporation (DHR) | 0.4 | $89M | 435k | 205.00 | |
| Nike CL B (NKE) | 0.4 | $88M | 1.4M | 63.48 | |
| Johnson & Johnson (JNJ) | 0.4 | $83M | 499k | 165.84 | |
| Southern Company (SO) | 0.4 | $81M | 886k | 91.95 | |
| Barrett Business Services (BBSI) | 0.4 | $81M | 2.0M | 41.15 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.4 | $80M | 860k | 92.85 | |
| Tradeweb Mkts Cl A (TW) | 0.4 | $79M | 532k | 148.46 | |
| Bwx Technologies (BWXT) | 0.4 | $77M | 779k | 98.65 | |
| S&p Global (SPGI) | 0.4 | $76M | 150k | 508.10 | |
| Bio Rad Labs Cl A (BIO) | 0.3 | $72M | 295k | 243.56 | |
| Netease Sponsored Ads (NTES) | 0.3 | $69M | 669k | 102.92 | |
| CVS Caremark Corporation (CVS) | 0.3 | $63M | 936k | 67.75 | |
| Esquire Financial Holdings (ESQ) | 0.3 | $59M | 780k | 75.38 | |
| Ametek (AME) | 0.3 | $58M | 339k | 172.14 | |
| Donnelley Finl Solutions (DFIN) | 0.3 | $58M | 1.3M | 43.71 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $57M | 315k | 179.70 | |
| Abbvie (ABBV) | 0.3 | $54M | 259k | 209.52 | |
| State Street Corporation (STT) | 0.2 | $46M | 517k | 89.53 | |
| Hershey Company (HSY) | 0.2 | $46M | 270k | 171.03 | |
| Itt (ITT) | 0.2 | $45M | 345k | 129.16 | |
| Aaon Com Par $0.004 (AAON) | 0.2 | $44M | 566k | 78.13 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $44M | 537k | 82.31 | |
| Valvoline Inc Common (VVV) | 0.2 | $43M | 1.2M | 34.81 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $38M | 511k | 73.87 | |
| BorgWarner (BWA) | 0.1 | $30M | 1.0M | 28.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $29M | 175k | 166.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $28M | 53k | 532.58 | |
| Sharkninja Com Shs (SN) | 0.1 | $27M | 327k | 83.41 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $22M | 131k | 165.59 | |
| Meta Financial (CASH) | 0.1 | $21M | 288k | 72.95 | |
| ResMed (RMD) | 0.1 | $18M | 81k | 223.85 | |
| Kinsale Cap Group (KNSL) | 0.1 | $18M | 37k | 486.71 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $18M | 55k | 327.14 | |
| Carlisle Companies (CSL) | 0.1 | $17M | 50k | 340.50 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $17M | 8.9k | 1854.12 | |
| O'reilly Automotive (ORLY) | 0.1 | $14M | 9.7k | 1432.58 | |
| Rb Global (RBA) | 0.1 | $14M | 135k | 100.30 | |
| Xpel (XPEL) | 0.1 | $13M | 443k | 29.38 | |
| Murphy Usa (MUSA) | 0.1 | $13M | 27k | 469.81 | |
| D.R. Horton (DHI) | 0.1 | $13M | 98k | 127.13 | |
| Masterbrand Common Stock (MBC) | 0.1 | $12M | 882k | 13.06 | |
| Kla Corp Com New (KLAC) | 0.1 | $12M | 17k | 679.80 | |
| Verisign (VRSN) | 0.0 | $9.5M | 37k | 253.87 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $9.3M | 86k | 108.65 | |
| Winmark Corporation (WINA) | 0.0 | $8.9M | 28k | 317.87 | |
| Euronet Worldwide (EEFT) | 0.0 | $8.9M | 83k | 106.85 | |
| Charles River Laboratories (CRL) | 0.0 | $7.8M | 52k | 150.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $6.7M | 43k | 154.64 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $5.8M | 48k | 119.46 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $5.3M | 65k | 81.71 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.0 | $3.9M | 303k | 12.77 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $3.2M | 27k | 118.35 | |
| Apple (AAPL) | 0.0 | $880k | 4.0k | 222.13 | |
| Eli Lilly & Co. (LLY) | 0.0 | $248k | 300.00 | 825.91 | |
| NVIDIA Corporation (NVDA) | 0.0 | $217k | 2.0k | 108.38 |
