SEC 13F Intelligence

Waverton Investment Management Ltd / IBKR

Waverton Investment Management Ltd’s Interactive Brokers Group In Position

Does Waverton Investment Management Ltd own Interactive Brokers Group In (IBKR)? Not currently — the last reported position was 4.92M shares worth $339M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$339M
Q3 2025
Shares
4.92M
% of Portfolio
+4.36%
Quarters Held
5
position exited

Position History IBKR

Reported value by quarter
Q3 ’24: $27MQ3 ’24Q4 ’24: $36MQ4 ’24Q1 ’25: $33MQ1 ’25Q2 ’25: $246MQ2 ’25Q3 ’25: $339MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20254.92M$339M+4.36%
Q2 20254.44M$246M+3.39%
Q1 2025197.5K$33M+0.51%
Q4 2024201.1K$36M+0.57%
Q3 2024193.3K$27M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of IBKR.