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MG

Marex Group Portfolio holdings

AUM $15.8B
1-Year Est. Return 31.44%
This Fund
S&P 500
This Quarter Est. Return
+15.3%
1 Year Est. Return
+31.44%
3 Year Est. Return
+143.62%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.54B
AUM Growth
+$1.84B
Cap. Flow
+$1.61B
Cap. Flow %
63.12%
Top 10 Hldgs %
38.81%
Holding
592
New
380
Increased
122
Reduced
58
Closed
28

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$372M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$75.9M
3
AMD icon
Advanced Micro Devices
AMD
+$59.9M
4
BAC icon
Bank of America
BAC
+$58.6M
5
TGT icon
Target
TGT
+$45.3M

Top Sells

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$122M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$28.9M
3
SYK icon
Stryker
SYK
+$22M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$19.8M
5
TSM icon
TSMC
TSM
+$18.6M

Sector Composition

Rank Sector Weight
1 Technology 31.75%
2 Healthcare 11.92%
3 Financials 11.02%
4 Consumer Discretionary 10.41%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKL icon
76
Markel Group
MKL
$24.4B
$6.53M 0.26%
+4,600
New +$6.53M
CMG icon
77
Chipotle Mexican Grill
CMG
$40.9B
$6.52M 0.26%
+142,450
New +$5.93M
PYPL icon
78
PayPal
PYPL
$49.2B
$6.46M 0.25%
105,175
-33,046
-24% -$1.89M
WMT icon
79
Walmart Inc
WMT
$859B
$6.45M 0.25%
+122,733
New +$6.49M
AVB icon
80
AvalonBay Communities
AVB
$27.1B
$6.18M 0.24%
33,000
-2,000
-6% -$349K
ACI icon
81
Albertsons Companies
ACI
$5.48B
$6.01M 0.24%
+261,470
New +$5.77M
NVR icon
82
NVR
NVR
$16.4B
$5.76M 0.23%
+823
New +$5.08M
BRK.B icon
83
Berkshire Hathaway Class B
BRK.B
$1.05T
$5.74M 0.23%
16,095
+15,095
+1,510% +$5.3M
WSM icon
84
Williams-Sonoma
WSM
$25.5B
$5.66M 0.22%
+56,150
New +$4.86M
TSM icon
85
TSMC
TSM
$2.15T
$5.56M 0.22%
53,450
-195,218
-79% -$18.6M
DTE icon
86
DTE Energy
DTE
$30.8B
$5.46M 0.21%
+49,500
New +$5.07M
FITB
87
Fifth Third Bancorp
FITB
$51.7B
$5.41M 0.21%
157,000
-34,000
-18% -$943K
STLA icon
88
Stellantis
STLA
$16.5B
$5.37M 0.21%
229,867
+178,424
+347% +$3.68M
GOOGL icon
89
Alphabet (Google) Class A
GOOGL
$3.89T
$5.23M 0.21%
+37,434
New +$5.03M
GM icon
90
General Motors
GM
$72.2B
$5.13M 0.2%
142,951
+55,503
+63% +$1.72M
CME icon
91
CME Group
CME
$91.6B
$5.07M 0.2%
+24,097
New +$5.14M
WTW icon
92
Willis Towers Watson
WTW
$27.1B
$4.97M 0.2%
+20,600
New +$4.76M
TSLA icon
93
Tesla
TSLA
$1.2T
$4.97M 0.2%
+19,994
New +$4.75M
EQR icon
94
Equity Residential
EQR
$25.6B
$4.95M 0.19%
+81,000
New +$4.69M
NVS icon
95
Novartis
NVS
$297B
$4.95M 0.19%
+49,000
New +$4.73M
BDX icon
96
Becton Dickinson
BDX
$42.2B
$4.88M 0.19%
+20,000
New +$4.93M
RJF icon
97
Raymond James Financial
RJF
$32.1B
$4.79M 0.19%
+43,000
New +$4.43M
IFF icon
98
International Flavors & Fragrances
IFF
$18.6B
$4.75M 0.19%
+58,700
New +$4.25M
VTR icon
99
Ventas
VTR
$47.5B
$4.73M 0.19%
+95,000
New +$4.25M
UBS icon
100
UBS Group
UBS
$169B
$4.73M 0.19%
+152,425
New +$4.01M
2 3
4
5 6

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LCIP
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Diamond Hill Capital Management
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OAC
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EH
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Edgewood Management
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NMO
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Marex Group's Q4 2023 Portfolio in Review

As of Q4 2023, Marex Group held 592 positions worth $2.54B, up 260% from $708M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Marex Group deployed $1.61B of net new capital in Q4 2023, opening 380 new positions and adding to 122 existing holdings. Its largest new stake was NVIDIA: 8,024,160 shares worth $397M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares MSCI ACWI ETF, an estimated $122M trimmed.

  • Marex Group's largest Q4 2023 buy was NVIDIA: 8,024,160 shares worth $397M.
  • Marex Group added most to Advanced Micro Devices in Q4 2023, an estimated $59.9M increase.
  • Marex Group's biggest Q4 2023 reduction was iShares MSCI ACWI ETF, cutting an estimated $122M.
  • Marex Group fully exited Zoetis in Q4 2023, selling an estimated $17.4M.
  • Marex Group's ten largest holdings make up 39% of its $2.54B portfolio in Q4 2023.
  • Marex Group opened 380 new positions and closed 28 in Q4 2023.
  • Marex Group's portfolio value rose 260% quarter-over-quarter to $2.54B.

Based on Marex Group's 13F filing for Q4 2023, filed 2 Apr 2026.