AssetMark Inc’s Marex Group Limited Ordinary Shares MRX Stock Holding History

AssetMark Inc’s Portfolio MRX Stock Details MRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8K	Hold	46	–	–	﹤0.01%	2873
2026 Q1	$2.05K	Hold	46	–	–	﹤0.01%	2844
2025 Q4	$1.76K	Sell	46 -1,681	-97%	-$57.2K	﹤0.01%	2800
2025 Q3	$58.1K	Sell	1,727 -13	-0.7%	-$469	﹤0.01%	1583
2025 Q2	$68.7K	Buy	1,740 +288	+20%	+$12K	﹤0.01%	1456
2025 Q1	$51.3K	Sell	1,452 -24	-2%	-$835	﹤0.01%	1439
2024 Q4	$46K	Sell	1,476 -334	-18%	-$9.35K	﹤0.01%	1447
2024 Q3	$42.8K	Buy	1,810 +280	+18%	+$6.25K	﹤0.01%	1322
2024 Q2	$30.6K	Buy	+1,530	New	+$30.1K	﹤0.01%	1316

Other funds holding MRX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

AssetMark Inc's MRX Position: Q2 2026 in Review

AssetMark Inc held its Marex Group Limited Ordinary Shares (MRX) position steady in Q2 2026 at 46 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

AssetMark Inc first reported a position in MRX in Q2 2024 and has held it in 9 quarters since. The position peaked at $68.7K in Q2 2025. 58 funds tracked by Wall St. Rank hold MRX as of Q2 2026.

AssetMark Inc held 46 shares of Marex Group Limited Ordinary Shares worth $2.8K as of Q2 2026.
AssetMark Inc left its Marex Group Limited Ordinary Shares share count unchanged in Q2 2026.
Marex Group Limited Ordinary Shares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2873 holding.
AssetMark Inc first reported a position in Marex Group Limited Ordinary Shares in Q2 2024 and has held it in 9 quarters since.
AssetMark Inc's Marex Group Limited Ordinary Shares position peaked at $68.7K in Q2 2025.
58 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.