LPL Financial
MRX

LPL Financial’s Marex Group Limited Ordinary Shares MRX Stock Holding History

LPL Financial’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
Q3 		$2.12M Buy
30,393
+20,414
+205% +$1.4M ﹤0.01% 3740
2026
Q2 		$608K Buy
+9,979
New +$549K ﹤0.01% 4852
2025
Q3 		– Sell
-7,023
Closed -$277K – 6012
2025
Q2 		$277K Sell
7,023
-931
-12% -$38.8K ﹤0.01% 4832
2025
Q1 		$281K Buy
+7,954
New +$277K ﹤0.01% 4620

Other funds holding MRX

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial's MRX Position: Q3 2026 in Review

LPL Financial increased its Marex Group Limited Ordinary Shares (MRX) stake by 205% in Q3 2026, buying an estimated $1.4M and bringing the position to 30,393 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

LPL Financial first reported a position in MRX in Q1 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold MRX as of Q3 2026.

  • LPL Financial held 30,393 shares of Marex Group Limited Ordinary Shares worth $2.12M as of Q3 2026.
  • LPL Financial bought 20,414 Marex Group Limited Ordinary Shares shares in Q3 2026, an estimated $1.4M.
  • Marex Group Limited Ordinary Shares made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3740 holding.
  • LPL Financial first reported a position in Marex Group Limited Ordinary Shares in Q1 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.