Mawer Investment Management Ltd.
Top Portfolio Positions
125 positions ·
$14,156,348,662 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,315,228 | $857,027,948 | 6.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,650,041 | $760,194,039 | 5.37% | |
| SHEL |
Shell plc
Energy
|
7,120,336 | $662,191,248 | 4.68% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
3,475,590 | $602,841,085 | 4.26% | |
| V |
Visa Inc.
Financial Services
|
1,936,751 | $585,363,622 | 4.13% | |
| APH |
Amphenol Corp /De/
Technology
|
3,986,761 | $503,727,252 | 3.56% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
683,362 | $466,216,890 | 3.29% | |
| WAT |
Waters Corp /De/
Healthcare
|
1,403,627 | $418,000,120 | 2.95% | |
| AON |
Aon plc
Financial Services
|
1,277,088 | $412,218,464 | 2.91% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
4,670,184 | $371,793,348 | 2.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BWXT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,128,787 | 734,162 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $133,552,258 | 772,693 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $147,596,850 | 800,547 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $129,718,682 | 900,449 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $76,843,516 | 778,951 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $89,464,437 | 803,164 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $89,632,280 | 824,584 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $81,889,905 | 861,999 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $93,199,689 | 908,202 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $73,869,582 | 962,721 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $73,915,358 | 985,801 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $71,837,242 | 1,003,734 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $65,655,655 | 1,041,492 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $59,259,604 | 1,020,310 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $50,841,966 | 1,009,370 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $55,395,529 | 1,005,546 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $56,124,435 | 1,042,043 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $39,180,395 | 818,304 | Shares | Sole | 2022-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||