SEC Filing Summary: Marex Group plc (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Marex Group plc, an institutional investment manager. The report covers the calendar quarter ended December 31, 2023. The filing was signed by Scott Linsley, Corporate Secretary, on April 2, 2026.
The report consolidates holdings for Marex Group plc and three other included managers: Marex Financial, MAREX CAPITAL MARKETS INC., and Marex Prime Services Ltd.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own operational financial performance (revenue, profit, cash flow, or debt). The following metrics reflect the portfolio managed by the entity:
- Total Portfolio Value: $2,544,279,831
- Total Number of Holdings: 855 entries
- Number of Included Managers: 3
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Marex Group plc itself, as this form is designed to disclose investment positions, not corporate financial statements.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., Q3 2023) to determine material changes in portfolio value or composition. The document serves as a snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or discussion of contingencies. It is a statutory disclosure of securities held.
Key Facts for Investor Verification
- Verify the total reported portfolio value of approximately $2.54 billion against the sum of individual security values in the full schedule.
- Confirm the scope of the report includes the three subsidiary managers listed (Marex Financial, MAREX CAPITAL MARKETS INC., Marex Prime Services Ltd).
- Note that this document does not reflect Marex Group plc's own financial health or trading performance, only its investment holdings.
- Check the filing date (April 2, 2026) to ensure it aligns with the expected submission timeline for the Q4 2023 period.