Essex Financial Services, Inc.

Q4 2025 13F-HR Holdings

Location
Essex, CT
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
784
Total value ($000)
$1,757,742
Net value change ($000)
+85,858 (5.1%)
New positions
69
Sold out positions
33
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 8,231 30.5%
LLY 7,082 39.6%
PYLD 4,826 28.7%
AAPL 4,713 5.7%
AKRE 3,662 NEW
GOOGL 3,631 28.6%
JPST 3,578 29.6%
GLD 2,739 9.2%
RECS 2,643 22.1%
JCPB 2,292 154.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,652 -8.5%
CODI -2,335 -27.9%
MINT -2,057 -13.6%
ORCL -1,898 -29.3%
AMZN -1,754 -6.5%
BLFY -1,661 -29.1%
JEPI -1,405 -24.3%
META -1,394 -12.1%
BABA -1,245 -30.7%
TPL -1,111 -7.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type