Charles Schwab’s Marex Group Limited Ordinary Shares MRX Stock Holding History

Charles Schwab’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	$10.5M	Buy	171,846 +30,636	+22%	+$1.69M	﹤0.01%	2126
2026 Q1	$6.3M	Sell	141,210 -6,281	-4%	-$248K	﹤0.01%	2306
2025 Q4	$5.66M	Sell	147,491 -12,379	-8%	-$421K	﹤0.01%	2388
2025 Q3	$5.37M	Buy	159,870 +79,647	+99%	+$2.88M	﹤0.01%	2404
2025 Q2	$3.17M	Buy	+80,223	New	+$3.34M	﹤0.01%	2516

Other funds holding MRX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Charles Schwab's MRX Position: Q2 2026 in Review

Charles Schwab increased its Marex Group Limited Ordinary Shares (MRX) stake by 22% in Q2 2026, buying an estimated $1.69M and bringing the position to 171,846 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Charles Schwab first reported a position in MRX in Q2 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold MRX as of Q2 2026.

Charles Schwab held 171,846 shares of Marex Group Limited Ordinary Shares worth $10.5M as of Q2 2026.
Charles Schwab bought 30,636 Marex Group Limited Ordinary Shares shares in Q2 2026, an estimated $1.69M.
Marex Group Limited Ordinary Shares made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2126 holding.
Charles Schwab first reported a position in Marex Group Limited Ordinary Shares in Q2 2025 and has held it in 5 quarters since.
221 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.