Mawer Investment Management
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Mawer Investment Management’s Interactive Brokers IBKR Stock Holding History

Mawer Investment Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4M Sell
223,262
-146,220
-40% -$12.2M 0.13% 88
2026
Q1 		$24.8M Sell
369,482
-60,336
-14% -$4.31M 0.16% 78
2025
Q4 		$27.6M Sell
429,818
-30,978
-7% -$2.07M 0.15% 74
2025
Q3 		$31.7M Buy
460,796
+8,748
+2% +$550K 0.16% 78
2025
Q2 		$25M Sell
452,048
-71,356
-14% -$3.39M 0.13% 84
2025
Q1 		$21.7M Buy
523,404
+11,412
+2% +$565K 0.1% 79
2024
Q4 		$22.6M Buy
511,992
+43,764
+9% +$1.84M 0.1% 77
2024
Q3 		$16.3M Buy
468,228
+14,608
+3% +$452K 0.07% 80
2024
Q2 		$13.9M Buy
453,620
+249,552
+122% +$7.45M 0.07% 82
2024
Q1 		$5.7M Buy
+204,068
New +$5.08M 0.03% 97

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mawer Investment Management's IBKR Position: Q2 2026 in Review

Mawer Investment Management reduced its Interactive Brokers (IBKR) stake by 40% in Q2 2026, selling an estimated $12.2M and leaving 223,262 shares worth $19.4M. The position accounts for 0.13% of the portfolio, ranked #88.

Mawer Investment Management first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.7M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mawer Investment Management held 223,262 shares of Interactive Brokers worth $19.4M as of Q2 2026.
  • Mawer Investment Management sold 146,220 Interactive Brokers shares in Q2 2026, an estimated $12.2M.
  • Interactive Brokers made up 0.13% of Mawer Investment Management's portfolio in Q2 2026, its #88 holding.
  • Mawer Investment Management first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
  • Mawer Investment Management's Interactive Brokers position peaked at $31.7M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.