Essex Financial Services, Inc.

Q1 2026 13F-HR Holdings

Location
Essex, CT
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
794
Total value ($000)
$1,782,459
Net value change ($000)
+24,717 (1.4%)
New positions
59
Sold out positions
49
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TPL 9,624 73.6%
XOM 6,825 41.2%
INFL 3,853 406.0%
CODI 3,800 63.1%
VYMI 3,248 85.0%
PYLD 3,241 15.0%
JCPB 2,761 73.1%
CVX 2,621 37.1%
JPST 2,476 15.8%
JNJ 2,168 17.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -11,391 -22.6%
AAPL -5,413 -6.2%
QQQ -3,703 -6.1%
LLY -3,592 -14.4%
VOOG -3,515 -8.8%
GOOGL -3,104 -8.8%
TSLA -2,206 -17.6%
JPM -1,975 -9.5%
SPY -1,960 -6.0%
AMZN -1,942 -7.7%
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