Essex Financial Services, Inc.
All 13F Filings
- Location
- Essex, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,757,742
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 1.477 M | 84.0% | 71.34 K | 0 | 71.34 K |
| ETFs | 269.9 K | 15.4% | 13.65 K | 0 | 13.65 K |
| Debt | 10.01 K | 0.6% | 858 | 0 | 858 |
| Other | 1.041 K | 0.1% | 11 | 0 | 11 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
1,757,742
Holdings
784
QoQ value change ($000)
85,858
(5.1%)
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.