Sign in

You're signed outSign in or to get full access.

Mawer Investment Management LTD.

CIK:0001538449
Asset Manager
$20B AUM
110 holdings
Calgary, AB, Canada
Founded:1974
200 employees
Latest filing:Jun 30, 2025

Mawer Investment Management Ltd. is an independent investment management firm based in Calgary, Alberta, Canada. Founded in 1974, the firm manages assets for a range of clients including individuals, family offices, institutions, and not-for-profits. Mawer is known for its disciplined, long-term approach to investing and employs over 200 professionals serving clients primarily across Canada and internationally.

Investment Strategy

Mawer Investment Management Ltd. employs a bottom-up, research-driven investment approach focused on building diversified portfolios of high-quality companies. The firm emphasizes long-term growth and capital preservation, seeking investments with strong balance sheets, proven management, and sustainable competitive advantages. Mawer's investment philosophy centers on patience, thorough due diligence, risk management, and a focus on delivering consistent risk-adjusted returns for its clients.

Latest 13F Filing Activity

Mawer Investment Management LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $20B. The fund increased holdings in Meta Platforms Inc., Northrop Grumman Corp., Microsoft Corp. among other positions. Mawer Investment Management LTD. reduced exposure to Unitedhealth Group Inc., Fedex Corp., XP Inc. among others.

Top Buys
M
METAMETA PLATFORMS INC
+$543.2M
N
NOCNORTHROP GRUMMAN CORP
+$492.0M
M
MSFTMICROSOFT CORP
+$279.1M
J
JPMJPMORGAN CHASE & CO.
+$254.1M
A
AERAERCAP HOLDINGS NV
+$181.4M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$755.7M
F
FDXFEDEX CORP
-$554.5M
X
XPXP INC
-$338.1M
M
MMCMARSH & MCLENNAN COS INC
-$282.2M
R
RHIROBERT HALF INC.
-$264.0M

Top Holdings

M
MSFTMICROSOFT CORP
+7.2%$1.43B
M
MMCMARSH & MCLENNAN COS INC
+6.0%$1.18B
A
AONAON PLC
+5.4%$1.06B
G
GOOGALPHABET INC
+4.7%$923.7M
B
BKNGBOOKING HOLDINGS INC
+4.7%$919.3M

Equity Positions (109)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP7.25%$1.43B2,872,812$153.88$497.41+$279.1M
MARSH & MCLENNAN COS INC5.96%$1.18B5,374,871$103.16$218.64-$282.2M
AON PLC5.38%$1.06B2,971,533$199.08$356.76-$246.3M
ALPHABET INC4.68%$923.7M5,207,025$75.88$177.39-$25.7M
BOOKING HOLDINGS INC4.66%$919.3M158,802$2571.73$5789.24+$139.6M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.3%
INSURANCE AGENTS, BROKERS & SERVICE
+10.6%
SERVICES-BUSINESS SERVICES, NEC
+8.0%
SERVICES-PREPACKAGED SOFTWARE
+7.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.1%