SEC Filing Summary: Marex Group Ltd (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 based in London. The report covers the calendar quarter ended June 30, 2023. The filing was signed by Scott Linsley, Corporate Secretary, on April 2, 2026.
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the operating financial performance of Marex Group itself. Consequently, the filing does not provide data on Marex Group's revenue, profit, cash flow, margins, debt, or liquidity.
Key metrics reported in this filing include:
- Total Value of Reported Holdings: $554,503,394
- Total Number of Holdings Entries: 233
- Number of Other Included Managers: 2
Material Changes
The filing text does not provide comparative data for the prior period (e.g., March 31, 2023) to calculate material changes in holdings value or composition. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding Marex Group's business operations. It strictly lists securities held by the reporting manager and its included sub-managers.
Included Managers: The report includes holdings for two other managers under Marex Group:
- Marex Financial (CIK: 0002088488)
- MAREX CAPITAL MARKETS INC. (CIK: 0001540527)
Investor Verification Checklist
- Verify the total value of reported holdings ($554.5M) against the firm's total assets under management (AUM) to understand the scope of this report.
- Confirm that the 233 entries represent the complete portfolio or if other managers hold additional assets not included in this specific filing.
- Note that this document does not reflect Marex Group's own financial health; consult 10-K or 10-Q filings for operational metrics.
- Review the specific list of 233 holdings (not provided in the summary text) to assess sector concentration and top positions.