Creative Planning
MRX

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's MRX Position: Q1 2026 in Review

Creative Planning increased its Marex Group Limited Ordinary Shares (MRX) stake by 32% in Q1 2026, buying an estimated $2.02M and bringing the position to 208,711 shares worth $9.3M. The position accounts for 0.01% of the portfolio, ranked #733.

Creative Planning 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.

  • Creative Planning held 208,711 shares of Marex Group Limited Ordinary Shares worth $9.3M as of Q1 2026.
  • Creative Planning bought 51,101 Marex Group Limited Ordinary Shares shares in Q1 2026, an estimated $2.02M.
  • Marex Group Limited Ordinary Shares made up 0.01% of Creative Planning's portfolio in Q1 2026, its #733 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.