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 September 30, 2024. The report discloses the equity holdings of the institutional investment manager 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 portfolio holdings rather than the company's operational financial performance (e.g., revenue, profit, or cash flow). The following aggregate portfolio metrics are disclosed:
- Total Portfolio Value: $4,383,984,461
- Total Number of Holdings: 901
- Number of Included Managers: 3
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity as these are operational metrics not required in a 13F holdings report.
Material Changes
The filing text does not provide comparative data against the prior period (June 30, 2024) to determine material changes in holdings or portfolio value. 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, or specific risk factors regarding the company's operations. It includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $4.38 billion against the sum of individual security values in the full schedule.
- Confirm the inclusion of the three subsidiary managers (Marex Financial, MAREX CAPITAL MARKETS INC., Marex Prime Services Ltd) in the aggregate totals.
- Check the filing date (April 2, 2026, as listed in the signature block) against standard SEC deadlines for Q3 2024 reports to ensure no administrative errors exist in the document text.
- Review the full schedule of 901 holdings to identify specific sector concentrations or top positions not summarized in this cover page.