MG
BRW

Marex Group’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Marex Group’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Buy
+30,000
New +$200K ﹤0.01% 898
2025
Q1 		– Sell
-16,472
Closed -$126K – 710
2024
Q4 		$126K Sell
16,472
-132,260
-89% -$1.01M ﹤0.01% 596
2024
Q3 		$1.13M Buy
+148,732
New +$1.09M 0.03% 201

Other funds holding BRW

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Marex Group's BRW Position: Q1 2026 in Review

Marex Group opened a new position in Saba Capital Income & Opportunities Fund (BRW) in Q1 2026: 30,000 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Marex Group previously reported a position in BRW as recently as Q4 2024.

Marex Group first reported a position in BRW in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.13M in Q3 2024. 93 funds tracked by Wall St. Rank hold BRW as of Q1 2026.

  • Marex Group held 30,000 shares of Saba Capital Income & Opportunities Fund worth $202K as of Q1 2026.
  • Saba Capital Income & Opportunities Fund was a new Marex Group position in Q1 2026.
  • Saba Capital Income & Opportunities Fund made up ﹤0.01% of Marex Group's portfolio in Q1 2026, its #898 holding.
  • Marex Group first reported a position in Saba Capital Income & Opportunities Fund in Q3 2024 and has held it in 3 quarters since.
  • Marex Group's Saba Capital Income & Opportunities Fund position peaked at $1.13M in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.