13F Insight
DOSSIER · 13F-HR · Q1 2026

Marex Group plc

Marex plc's family office based in Greenwich, CT — $15.8B in tracked AUM across 1,464 positions as of Q1 2026.

MP
Marex plc·Greenwich, CT·Family Office
CIK 0001997464 · last filed Mar 31, 2026
Total AUM
$15.8B
▼ 3.1%
vs prior
Holdings
1,464
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Marex Group plc SEC 13F Filing (Q3 2025)
1. Portfolio Overview

Marex Group plc reported a significant contraction in portfolio value for the quarter ending September 30, 2025, with total assets under management (AUM) decreasing by 23.1%, falling from $11.53 billion to $8.86 billion. This reduction in value correlates with a substantial shift in asset allocation rather than pure market depreciation, as the firm executed a high-turnover strategy involving 68 positio...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$1.7B3.0M10.8%
02
AVGO
BROADCOM INC
$1.1B3.5M6.9%
03
LITE
LUMENTUM HLDGS INC
$690M982K4.4%
04
MSFT
MICROSOFT CORP
$688M1.9M4.3%
05
MA
MASTERCARD INCORPORATED
$550M1.1M3.5%
06
UNH
UNITEDHEALTH GROUP INC
$532M2.0M3.4%
07
MSTR
STRATEGY INC
$434M3.5M2.7%
08
TSLA
TESLA INC
$429M1.2M2.7%
09
LLY
ELI LILLY & CO
$387M421K2.4%
10
GS
GOLDMAN SACHS GROUP INC
$381M451K2.4%

Filing history

Filing history loading…