Essex Financial Services, Inc.
All 13F Filings
- Location
- Essex, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,782,459
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 794 | 1,782,459 | 13F-HR | Essex Financial Services, Inc. |
| Q4 2025 | 2/10/2026 | 784 | 1,757,742 | 13F-HR | Essex Financial Services, Inc. |
| Q3 2025 | 11/7/2025 | 748 | 1,671,884 | 13F-HR | Essex Financial Services, Inc. |
| Q2 2025 | 7/16/2025 | 688 | 1,524,400 | 13F-HR | Essex Financial Services, Inc. |
| Q2 2014 | 7/29/2014 | 303 | 333,988 | 13F-HR | Essex Financial Services, Inc. |
| Q1 2014 | 5/8/2014 | 287 | 306,152 | 13F-HR | Essex Financial Services, Inc. |
| Q4 2013 | 2/12/2014 | 281 | 295,696 | 13F-HR/A - RESTATEMENT | Essex Financial Services, Inc. |
| Q4 2013 | 2/11/2014 | 282 | 296,833 | 13F-HR | Essex Financial Services, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 955.4 K | 53.6% | 0 | 521.3 K | -521.3 K |
| ETFs | 816.5 K | 45.8% | 546.5 K | 0 | 546.5 K |
| Debt | 10.55 K | 0.6% | 541 | 0 | 541 |
| Other | 0 | 0.0% | 0 | 1.041 K | -1.041 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
1,782,459
Holdings
794
QoQ value change ($000)
24,717
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.