Carson Wealth (CWM LLC)
MRX

Carson Wealth (CWM LLC)’s Marex Group Limited Ordinary Shares MRX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$162K Buy
3,643
+635
+21% +$25.1K ﹤0.01% 2900
2025
Q4 		$115K Buy
3,008
+1,782
+145% +$60.6K ﹤0.01% 2967
2025
Q3 		$41K Buy
+1,226
New +$44.3K ﹤0.01% 3688

Other funds holding MRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MRX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Marex Group Limited Ordinary Shares (MRX) stake by 21% in Q1 2026, buying an estimated $25.1K and bringing the position to 3,643 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Carson Wealth (CWM LLC) first reported a position in MRX in Q3 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold MRX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,643 shares of Marex Group Limited Ordinary Shares worth $162K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 635 Marex Group Limited Ordinary Shares shares in Q1 2026, an estimated $25.1K.
  • Marex Group Limited Ordinary Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2900 holding.
  • Carson Wealth (CWM LLC) first reported a position in Marex Group Limited Ordinary Shares in Q3 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.