WPA
MRX

Wealth Preservation Advisors’s Marex Group Limited Ordinary Shares MRX Stock Holding History

Wealth Preservation Advisors’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
Q2 		– Sell
-500
Closed -$17.7K – 631
2025
Q1 		$17.7K Buy
+500
New +$17.4K 0.01% 271

Other funds holding MRX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wealth Preservation Advisors's MRX Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Marex Group Limited Ordinary Shares (MRX) in Q2 2025, closing a stake of 500 shares — an estimated $17.7K sold.

Wealth Preservation Advisors first reported a position in MRX in Q1 2025 and held it in 1 quarter. The position peaked at $17.7K in Q1 2025. 194 funds tracked by Wall St. Rank hold MRX as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Marex Group Limited Ordinary Shares position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 500 Marex Group Limited Ordinary Shares shares in Q2 2025, an estimated $17.7K.
  • Wealth Preservation Advisors first reported a position in Marex Group Limited Ordinary Shares in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Marex Group Limited Ordinary Shares position peaked at $17.7K in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Marex Group Limited Ordinary Shares as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.