Creative Planning’s Marex Group Limited Ordinary Shares MRX Stock Holding History

Creative Planning’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	$13.4M	Buy	220,288 +11,577	+6%	+$637K	0.01%	693
2026 Q1	$9.3M	Buy	208,711 +51,101	+32%	+$2.02M	0.01%	733
2025 Q4	$6.05M	Buy	157,610 +36,949	+31%	+$1.26M	﹤0.01%	878
2025 Q3	$4.06M	Buy	+120,661	New	+$4.36M	﹤0.01%	1003

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

Creative Planning's MRX Position: Q2 2026 in Review

Creative Planning increased its Marex Group Limited Ordinary Shares (MRX) stake by 5.5% in Q2 2026, buying an estimated $637K and bringing the position to 220,288 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #693.

Creative Planning first reported a position in MRX in Q3 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold MRX as of Q2 2026.

Creative Planning held 220,288 shares of Marex Group Limited Ordinary Shares worth $13.4M as of Q2 2026.
Creative Planning bought 11,577 Marex Group Limited Ordinary Shares shares in Q2 2026, an estimated $637K.
Marex Group Limited Ordinary Shares made up 0.01% of Creative Planning's portfolio in Q2 2026, its #693 holding.
Creative Planning first reported a position in Marex Group Limited Ordinary Shares in Q3 2025 and has held it in 4 quarters since.
221 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.