Mercer Investments LLC
Registered adviser+ 59 more
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From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Nov 2026 | $226,040,693,134 | Pension and profit sharing plans (62%) |
| Apr 2026 to Oct 2026 | $226,040,693,134 | Pension and profit sharing plans (62%) |
| Apr 2025 to Mar 2026 | $202,619,396,821 | Pension and profit sharing plans (58%) |
| Apr 2024 to Mar 2025 | $129,785,696,503 | Pension and profit sharing plans (75%) |
| May 2023 to Mar 2024 | $122,488,451,189 | Pension and profit sharing plans (77%) |
| Apr 2023 | $122,488,451,189 | Pension and profit sharing plans (77%) |
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2024, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.6%; sector active share 74.3% against the combined 13F book's sector weights.
Over time 17 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
9 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023Portfolio Trend
Sector Breakdown
As of Mar 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.0% | $27,556,094 |
| Consumer Defensive | 35.9% | $22,491,602 |
| Basic Materials | 13.7% | $8,577,136 |
| Consumer Cyclical | 6.5% | $4,044,493 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ISRA | VanEck Israel ETF | −29,481 | 29,480 | $1,106,384 | |
| VOO | VANGUARD 500 INDEX FUND | −19,524 | 20,814 | $10,005,289 | |
| ESGD | iShares ESG Aware MSCI EAFE ETF | −16,997 | 12,463 | $995,918 | |
| CCU | United Breweries Co Inc | −14,926 | 227,899 | $2,732,509 | |
| FMX | Mexican Economic Development Inc | −10,767 | 151,678 | $19,759,093 | |
| VIG | Vanguard Specialized Funds | −8,970 | 83,921 | $15,324,813 | |
| FNV | FRANCO NEVADA Corp | −4,900 | 71,980 | $8,577,136 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | −1,244 | 1,244 | $123,690 | |
| MELI | Mercadolibre Inc | −433 | 2,675 | $4,044,493 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
Reduced | 151,678 | $19,759,093 | 31.53% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 83,921 | $15,324,813 | 24.45% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 20,814 | $10,005,289 | 15.97% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Reduced | 71,980 | $8,577,136 | 13.69% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 2,675 | $4,044,493 | 6.45% | |
| CCU |
United Breweries Co Inc
Consumer Defensive
|
Reduced | 227,899 | $2,732,509 | 4.36% | |
| ISRA |
VanEck Israel ETF
|
Reduced | 29,480 | $1,106,384 | 1.77% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Reduced | 12,463 | $995,918 | 1.59% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Reduced | 1,244 | $123,690 | 0.20% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.