Mercer Investments LLC

13F Filings History

Latest 13F report
Q1 2024 - May 14, 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 $62.6M as of Q1 2024. Top holdings included FMX, VIG, VOO, FNV, and MELI.
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 $172B New York, NY 028-00074
Price T Rowe Associates Inc /Md/ $935B Baltimore, MD 028-00115
Loomis Sayles & Co L P $83.8B Boston, MA 028-00398
Barrow Hanley Mewhinney & Strauss Llc $31.4B Dallas, TX 028-01006
Jacobs Levy Equity Management, Inc $25.2B Florham Park, NJ 028-03059
Massachusetts Financial Services Co /Ma/ $323B Boston, MA 028-04968
Acadian Asset Management Llc $57.3B Boston, MA 028-05990
Parametric Portfolio Associates Llc Seattle, WA 028-04558
Moody Aldrich Partners Llc $527M Marblehead, MA 028-04634
Eagle Capital Management Llc $31.4B New York, NY 028-04988
Segall Bryant & Hamill, Llc $7.51B Chicago, IL 028-03381
Pzena Investment Management Llc $30.9B New York, NY 028-03791
Victory Capital Management Inc $158B San Antonio, TX 028-06354
Lsv Asset Management $45.3B Chicago, IL 028-06580
GW&K Investment Management, LLC $11.3B Boston, MA 028-04145
Baillie Gifford Overseas Ltd Edinburgh, United Kingdom 028-04395
Jensen Investment Management Inc $8.06B Lake Oswego, OR 028-03495
Riverbridge Partners Llc $5.93B Minneapolis, MN 028-05655
Conestoga Capital Advisors, LLC $6.23B Wayne, PA 028-10029
Arrowstreet Capital, Limited Partnership $159B Boston, MA 028-10005
Silvercrest Asset Management Group Llc $15.1B New York, NY 028-10472
River Road Asset Management, LLC $8.93B Louisville, KY 028-11487
ClariVest Asset Management LLC San Diego, CA 028-12126
Granite Investment Partners, LLC $1.76B El Segundo, CA 028-14862
William Blair Investment Management, Llc $38.7B Chicago, IL 028-17022
Skerryvore Asset Management Ltd $143M Edinburgh 028-24840
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 13F-NT 11/14/2025, 11:07 AM
Q2 2025 13F-NT 8/11/2025, 02:07 PM
Q1 2025 13F-NT 5/15/2025, 01:59 PM
Q4 2024 13F-NT 2/14/2025, 02:32 PM
Q3 2024 13F-NT 11/14/2024, 11:08 AM
Q2 2024 13F-NT 8/13/2024, 11:20 AM
Q1 2024 9 $62.6M $0 -$16.4M -$16.4M FMX, VIG, VOO, FNV, MELI 13F-HR 5/14/2024, 04:49 PM
Q4 2023 9 $75.7M +$11.1M -$3.82M +$7.32M FMX, VOO, VIG, FNV, MELI 13F-HR 2/12/2024, 03:20 PM
Q3 2023 11 $62.5M +$253K -$4.03M -$3.77M FMX, VIG, FNV, VOO, MELI 13F-HR 11/9/2023, 09:15 AM
Q2 2023 11 $69M +$1.11M -$108K +$1M FMX, VIG, FNV, VOO, MELI 13F-HR 8/11/2023, 10:01 AM
Q1 2023 10 $64.3M +$3.61M -$6.49M -$2.88M FMX, VIG, FNV, VOO, MELI 13F-HR 5/10/2023, 05:45 PM
Q4 2022 9 $58.4M +$1.24M -$2.66M -$1.42M FMX, VIG, VOO, FNV, MELI 13F-HR 2/10/2023, 09:20 AM
Q3 2022 10 $51.9M +$5.85M -$1.54M +$4.3M FMX, VIG, VOO, FNV, MELI 13F-HR 11/2/2022, 06:02 PM
Q2 2022 10 $50.1M +$6.77M -$8.51M -$1.74M FMX, VIG, VOO, FNV, CCU 13F-HR 7/26/2022, 08:34 AM
Q1 2022 9 $63.1M +$1.84M -$1.37M +$465K FMX, VIG, VOO, IVV, MELI 13F-HR 5/16/2022, 08:27 AM
Q4 2021 9 $64.6M +$17.2M +$17.2M VIG, FMX, VOO, IVV, CCU 13F-HR 2/11/2022, 09:21 AM
Q3 2021 8 $46.3M +$4.61M -$2.24M +$2.37M VIG, FMX, VOO, CCU, MELI 13F-HR 11/10/2021, 02:09 PM
Q2 2021 7 $44.3M +$21.4M -$884K +$20.5M VIG, FMX, VOO, CCU, VWO 13F-HR 8/16/2021, 02:46 PM
Q1 2021 4 $21.4M +$14.1M -$572K +$13.5M FMX, VOO, CCU, VIG 13F-HR 5/14/2021, 02:41 PM
Q4 2020 2 $7.44M +$61.8K +$61.8K VOO, VIG 13F-HR 2/16/2021, 12:18 PM
Q3 2020 2 $6.63M +$18.3K +$18.3K VOO, VIG 13F-HR 11/13/2020, 07:20 AM
Q2 2020 2 $6.08M +$4.8K +$4.8K VOO, VIG 13F-HR 8/13/2020, 02:44 PM
Q1 2020 2 $5.12M +$485K +$485K VOO, VIG 13F-HR 5/14/2020, 09:02 AM
Q4 2019 2 $5.76M +$532K +$532K VOO, VIG 13F-HR 2/13/2020, 10:28 AM
Q3 2019 2 $4.84M +$33.7K +$33.7K VOO, VIG 13F-HR 11/13/2019, 07:58 AM
Q2 2019 2 $4.73M +$819K +$819K VOO, VIG 13F-HR 8/13/2019, 10:30 AM
Q1 2019 3 $5.29M +$188K +$188K VOO, IGE, VIG 13F-HR 5/14/2019, 06:12 PM
Q4 2018 3 $4.49M +$171K -$23.1K +$148K VOO, IGE, VIG 13F-HR 2/13/2019, 08:38 AM
Q3 2018 4 $5.31M -$2.5M -$2.5M VOO, IGE, VIG, BND 13F-HR 11/13/2018, 03:16 PM
Q2 2018 4 $7.61M +$16.6K -$18.4M -$18.4M VOO, IGE, BND, VIG 13F-HR 8/10/2018, 11:18 AM
Q1 2018 4 $25.5M +$180K -$2.72M -$2.54M BND, IGE, VOO, VIG 13F-HR 5/9/2018, 04:43 PM
Q4 2017 4 $28.8M +$1.39M -$385K +$1.01M BND, IGE, VOO, VIG 13F-HR 2/9/2018, 10:46 AM
Q3 2017 5 $53.5M +$9.07M -$1.03M +$8.04M HEFA, BND, IGE, VOO, VIG 13F-HR 11/14/2017, 07:41 AM
Q2 2017 5 $44.6M +$2.22M -$9.51M -$7.29M HEFA, BND, IGE, VOO, VIG 13F-HR 8/11/2017, 09:37 AM
Q1 2017 5 $51.5M +$7.51M -$11.3M -$3.8M HEFA, BND, IGE, VIG, VOO 13F-HR 5/12/2017, 09:48 AM
Q4 2016 8 $54.8M +$282K -$108M -$107M HEFA, BND, IGE, VOO, VIG 13F-HR 2/13/2017, 12:13 PM
Q3 2016 8 $171M +$84.5M +$84.5M HEFA, IGE, BND, SPY, VOO 13F-HR 11/14/2016, 09:28 AM
Q2 2016 10 $85.9M +$1.29M -$17.3M -$16M HEFA, BND, IGE, VOO, VIG 13F-HR 8/12/2016, 03:31 PM
Q1 2016 10 $101M +$3.05M -$22.5M -$19.5M HEFA, BND, IGE, VIG, VOO 13F-HR 5/5/2016, 11:00 AM
Q4 2015 11 $125M +$1.25M -$1.06M +$187K HEFA, BND, IGE, VWO, VOO 13F-HR 2/8/2016, 11:20 AM
Q3 2015 10 $122M +$317K -$13.8M -$13.5M HEFA, BND, IGE, VWO, VIG 13F-HR 11/12/2015, 03:21 PM
Q2 2015 10 $152M +$47.8M -$667K +$47.1M HEFA, BND, VWO, IGE, VIG 13F-HR 8/14/2015, 10:32 AM
Q1 2015 10 $107M +$97.3M -$1.08M +$96.2M HEFA, BND, VWO, VIG, VOO 13F-HR 5/15/2015, 02:21 PM
Q4 2014 5 $10.1M VWO, VIG, VOO, VGK, VPL 13F-HR 2/13/2015, 03:40 PM
Q3 2014 13F-NT 11/13/2014, 08:18 AM
Q2 2014 13F-NT 8/5/2014, 01:29 PM
Q1 2014 13F-NT 5/13/2014, 12:50 PM
Q4 2013 9 $20.8M EWC, VWO, VIG, VOO, VGK 13F-HR 2/13/2014, 01:49 PM