NWM
MRX

Napa Wealth Management’s Marex Group Limited Ordinary Shares MRX Stock Holding History

Napa Wealth Management’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
2025
Q3 		– Sell
-13,785
Closed -$544K – 180
2025
Q2 		$544K Buy
13,785
+7,747
+128% +$322K 0.26% 85
2025
Q1 		$213K Buy
+6,038
New +$210K 0.12% 152

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Napa Wealth Management's MRX Position: Q3 2025 in Review

Napa Wealth Management sold out of Marex Group Limited Ordinary Shares (MRX) in Q3 2025, closing a stake of 13,785 shares — an estimated $544K sold.

Napa Wealth Management first reported a position in MRX in Q1 2025 and held it in 2 quarters. The position peaked at $544K in Q2 2025. 191 funds tracked by Wall St. Rank hold MRX as of Q3 2025.

  • Napa Wealth Management reported no remaining Marex Group Limited Ordinary Shares position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 13,785 Marex Group Limited Ordinary Shares shares in Q3 2025, an estimated $544K.
  • Napa Wealth Management first reported a position in Marex Group Limited Ordinary Shares in Q1 2025 and held it in 2 quarters.
  • Napa Wealth Management's Marex Group Limited Ordinary Shares position peaked at $544K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.