Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Marex Group plc (also referenced as Marex Group Ltd in metadata) for the quarter ended March 31, 2026. The report was signed by Scott Linsley, Corporate Secretary, on May 13, 2026. Marex Group plc is an institutional investment manager reporting its own holdings along with those of three other included managers.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the issuer's operational financials (revenue, profit, cash flow). The following metrics reflect the portfolio managed by Marex Group plc:
- Total Portfolio Value: $15,818,985,941
- Total Number of Holdings: 1,464 entries
- Number of Included Managers: 3 (in addition to the primary filer)
Note: The filing text does not provide data on Marex Group plc's own revenue, profit, margins, debt, or liquidity, as this form is designed to disclose investment positions, not the manager's internal financial performance.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2025) to determine material changes in holdings or portfolio value. The document is a standalone snapshot of holdings as of March 31, 2026.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors regarding the manager's future performance. The document includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Important Facts for Investor Verification
- Scope of Reporting: The report aggregates holdings for Marex Group plc and three other entities: Marex Capital Markets Inc., Marex Financial, and Marex Securities Products Inc.
- Portfolio Size: The combined reported equity portfolio value exceeds $15.8 billion.
- Limitations: This document does not disclose the specific tickers or quantities of individual stocks held, nor does it reveal the financial health of Marex Group plc itself.
- Regulatory Status: The filing is a mandatory disclosure of long-only equity positions and does not represent a comprehensive view of all assets (e.g., derivatives, short positions, or non-equity assets) held by the firm.