Essex Financial Services, Inc.
All 13F Filings
- Location
- Essex, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,007,757
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 836 | 2,007,757 | 13F-HR | Essex Financial Services, Inc. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.071 M | 53.4% | 115.8 K | 0 | 115.8 K |
| ETFs | 925.3 K | 46.1% | 108.9 K | 0 | 108.9 K |
| Debt | 11.2 K | 0.6% | 653 | 0 | 653 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
2,007,757
Holdings
836
QoQ value change ($000)
225,298
(12.6%)
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.