Position in MRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,237,651
+$18,017,245 QoQ
Shares Held
775,023
+18.2% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 217 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 74%
None 26%
Common Shares in MRX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. MRX ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in MRX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,237,651 | 775,023 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $29,220,406 | 655,460 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $29,147,308 | 759,836 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,400,414 | 458,073 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,518,422 | 63,806 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,292,726 | 263,101 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,783,352 | 121,378 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||