13F Filings History of Mercer Investments LLC

Latest 13F report
Q1 2024 - 14 May 2024
Signature - Title
Tammy Choe - Chief Compliance Officer, Mercer Investments LLC
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Mercer Investments LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mercer Investments LLC reported 9 stock holdings with total value $62,554,464 as of Q1 2024. Top holdings included FMX, VIG, VOO, FNV, and MELI.

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Holdings Value

List of Other Managers Reporting for Mercer Investments LLC:

Name Holdings Value Location File Number
AMERICAN CENTURY INVESTMENT MANAGEMENT INC Kansas City, MO 028-01091
JENNISON ASSOCIATES LLC $166,565,914,829 New York, NY 028-00074
PRICE T ROWE ASSOCIATES INC /MD/ $927,464,463,000 Baltimore, MD 028-00115
LOOMIS SAYLES & CO L P $82,426,381,383 Boston, MA 028-00398
BARROW HANLEY MEWHINNEY & STRAUSS LLC $30,029,017,684 Dallas, TX 028-01006
JACOBS LEVY EQUITY MANAGEMENT, INC $25,896,976,231 Florham Park, NJ 028-03059
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $309,900,266,454 Boston, MA 028-04968
ACADIAN ASSET MANAGEMENT LLC $60,904,540,000 Boston, MA 028-05990
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
MOODY ALDRICH PARTNERS LLC $535,824,384 Marblehead, MA 028-04634
EAGLE CAPITAL MANAGEMENT LLC $32,110,112,765 New York, NY 028-04988
SEGALL BRYANT & HAMILL, LLC $7,388,240,966 Chicago, IL 028-03381
PZENA INVESTMENT MANAGEMENT LLC $33,403,411,445 New York, NY 028-03791
VICTORY CAPITAL MANAGEMENT INC $177,198,819,988 San Antonio, TX 028-06354
LSV ASSET MANAGEMENT $45,858,428,000 Chicago, IL 028-06580
GW&K Investment Management, LLC $11,564,691,000 Boston, MA 028-04145
BAILLIE GIFFORD OVERSEAS LTD Edinburgh, United Kingdom 028-04395
JENSEN INVESTMENT MANAGEMENT INC $6,355,926,761 Lake Oswego, OR 028-03495
RIVERBRIDGE PARTNERS LLC $5,334,234,529 Minneapolis, MN 028-05655
Conestoga Capital Advisors, LLC $5,942,552,825 Wayne, PA 028-10029
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $170,739,483,995 Boston, MA 028-10005
SILVERCREST ASSET MANAGEMENT GROUP LLC $14,550,448,754 New York, NY 028-10472
River Road Asset Management, LLC $9,117,071,389 Louisville, KY 028-11487
ClariVest Asset Management LLC San Diego, CA 028-12126
Granite Investment Partners, LLC $1,687,189,893 El Segundo, CA 028-14862
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $35,851,583,813 Chicago, IL 028-17022
Skerryvore Asset Management Ltd $128,276,256 Edinburgh 028-24840
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 11 Feb 2026, 10:05
Q3 2025 $0 13F-NT 14 Nov 2025, 11:07
Q2 2025 $0 13F-NT 11 Aug 2025, 14:07
Q1 2025 $0 13F-NT 15 May 2025, 13:59
Q4 2024 $0 13F-NT 14 Feb 2025, 14:32
Q3 2024 $0 13F-NT 14 Nov 2024, 11:08
Q2 2024 $0 13F-NT 13 Aug 2024, 11:20
Q1 2024 9 $62,554,464 $0 -$16,419,557 -$16,419,557 FMX, VIG, VOO, FNV, MELI 13F-HR 14 May 2024, 16:49
Q4 2023 9 $75,676,519 +$11,142,522 -$3,824,759 +$7,317,763 FMX, VOO, VIG, FNV, MELI 13F-HR 12 Feb 2024, 15:20
Q3 2023 11 $62,504,016 +$253,381 -$4,027,745 -$3,774,364 FMX, VIG, FNV, VOO, MELI 13F-HR 09 Nov 2023, 09:15
Q2 2023 11 $69,033,872 +$1,108,122 -$108,338 +$999,784 FMX, VIG, FNV, VOO, MELI 13F-HR 11 Aug 2023, 10:01
Q1 2023 10 $64,272,346 +$3,605,957 -$6,487,687 -$2,881,730 FMX, VIG, FNV, VOO, MELI 13F-HR 10 May 2023, 17:45
Q4 2022 9 $58,388,081 +$1,237,885 -$2,777,835 -$1,539,950 FMX, VIG, VOO, FNV, MELI 13F-HR 10 Feb 2023, 10:20
Q3 2022 10 $51,894,000 +$5,845,031 -$1,540,759 +$4,304,272 FMX, VIG, VOO, FNV, MELI 13F-HR 02 Nov 2022, 18:02
Q2 2022 10 $50,063,000 +$6,767,518 -$8,511,858 -$1,744,340 FMX, VIG, VOO, FNV, CCU 13F-HR 26 Jul 2022, 08:34
Q1 2022 9 $63,084,000 +$1,835,958 -$1,370,824 +$465,134 FMX, VIG, VOO, IVV, MELI 13F-HR 16 May 2022, 08:27
Q4 2021 9 $64,571,000 +$17,210,528 $0 +$17,210,528 VIG, FMX, VOO, IVV, CCU 13F-HR 11 Feb 2022, 10:21
Q3 2021 8 $46,269,000 +$4,610,429 -$2,242,000 +$2,368,429 VIG, FMX, VOO, CCU, MELI 13F-HR 10 Nov 2021, 14:09
Q2 2021 7 $44,296,000 +$21,413,579 -$883,998 +$20,529,581 VIG, FMX, VOO, CCU, VWO 13F-HR 16 Aug 2021, 14:46
Q1 2021 4 $21,416,000 +$14,122,000 -$572,038 +$13,549,962 FMX, VOO, CCU, VIG 13F-HR 14 May 2021, 14:41
Q4 2020 2 $7,443,000 +$61,812 $0 +$61,812 VOO, VIG 13F-HR 16 Feb 2021, 13:18
Q3 2020 2 $6,628,000 +$18,276 $0 +$18,276 VOO, VIG 13F-HR 13 Nov 2020, 08:20
Q2 2020 2 $6,077,000 +$4,803 $0 +$4,803 VOO, VIG 13F-HR 13 Aug 2020, 14:44
Q1 2020 2 $5,121,000 +$485,024 $0 +$485,024 VOO, VIG 13F-HR 14 May 2020, 09:02
Q4 2019 2 $5,756,000 +$532,399 $0 +$532,399 VOO, VIG 13F-HR 13 Feb 2020, 11:28
Q3 2019 2 $4,843,925 +$33,728 $0 +$33,728 VOO, VIG 13F-HR 13 Nov 2019, 08:58
Q2 2019 2 $4,730,917 +$819,279 -$1,524,974 -$705,695 VOO, VIG 13F-HR 13 Aug 2019, 10:30
Q1 2019 3 $5,290,053 +$187,581 $0 +$187,581 VOO, IGE, VIG 13F-HR 14 May 2019, 18:12
Q4 2018 3 $4,492,423 +$171,434 -$92,894 +$78,540 VOO, IGE, VIG 13F-HR 13 Feb 2019, 09:38
Q3 2018 4 $5,309,954 $0 -$2,500,367 -$2,500,367 VOO, IGE, VIG, BND 13F-HR 13 Nov 2018, 16:16
Q2 2018 4 $7,612,074 +$16,606 -$18,438,312 -$18,421,706 VOO, IGE, BND, VIG 13F-HR 10 Aug 2018, 11:18
Q1 2018 4 $25,467,422 +$180,363 -$2,723,437 -$2,543,074 BND, IGE, VOO, VIG 13F-HR 09 May 2018, 16:43
Q4 2017 5 $28,800,608 +$1,390,915 -$385,268 +$1,005,647 BND, IGE, VOO, VIG 13F-HR 09 Feb 2018, 11:46
Q3 2017 5 $53,521,647 +$9,065,506 -$1,025,896 +$8,039,610 HEFA, BND, IGE, VOO, VIG 13F-HR 14 Nov 2017, 08:41
Q2 2017 5 $44,590,844 +$2,216,993 -$9,505,854 -$7,288,861 HEFA, BND, IGE, VOO, VIG 13F-HR 11 Aug 2017, 09:37
Q1 2017 5 $51,546,533 +$7,514,851 -$12,112,819 -$4,597,968 HEFA, BND, IGE, VIG, VOO 13F-HR 12 May 2017, 09:48
Q4 2016 8 $54,757,675 +$282,085 -$122,127,619 -$121,845,534 HEFA, BND, IGE, VOO, VIG 13F-HR 13 Feb 2017, 13:13
Q3 2016 8 $171,025,681 +$84,495,441 -$1,664,581 +$82,830,860 HEFA, IGE, BND, SPY, VOO 13F-HR 14 Nov 2016, 10:28
Q2 2016 10 $85,851,703 +$1,294,134 -$18,533,581 -$17,239,447 HEFA, BND, IGE, VOO, VIG 13F-HR 12 Aug 2016, 15:31
Q1 2016 10 $101,495,861 +$3,051,252 -$22,552,926 -$19,501,674 HEFA, BND, IGE, VIG, VOO 13F-HR 05 May 2016, 11:00
Q4 2015 11 $125,084,748 +$1,249,944 -$1,062,890 +$187,054 HEFA, BND, IGE, VWO, VOO 13F-HR 08 Feb 2016, 12:20
Q3 2015 10 $122,143,087 +$317,139 -$15,182,940 -$14,865,801 HEFA, BND, IGE, VWO, VIG 13F-HR 12 Nov 2015, 16:21
Q2 2015 10 $151,803,250 +$47,809,023 -$666,974 +$47,142,049 HEFA, BND, VWO, IGE, VIG 13F-HR 14 Aug 2015, 10:32
Q1 2015 10 $106,753,449 +$97,267,821 -$1,075,001 +$96,192,820 HEFA, BND, VWO, VIG, VOO 13F-HR 15 May 2015, 14:21
Q4 2014 5 $10,142,221 $0 $0 $0 VWO, VIG, VOO, VGK, VPL 13F-HR 13 Feb 2015, 16:40
Q3 2014 0 $0 13F-NT 13 Nov 2014, 08:18
Q2 2014 0 $0 13F-NT 05 Aug 2014, 13:29
Q1 2014 0 $0 13F-NT 13 May 2014, 12:50
Q4 2013 9 $20,797,000 $0 $0 $0 EWC, VWO, VIG, VOO, VGK 13F-HR 13 Feb 2014, 14:49