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Manager record

Essex Financial Services, Inc.

Essex, CT · CIK 1315785 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.01BReported 13F valueQ2 2026 · as filed
836Holdings listed
+12.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.5B$1.5BQ2 2025688 holdingsQ3 2025: $1.7B$1.7BQ3 2025748 holdingsQ4 2025: $1.8B$1.8BQ4 2025784 holdingsQ1 2026: $1.8B$1.8BQ1 2026794 holdingsQ2 2026: $2.0B$2.0BQ2 2026836 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$2.01B · 836 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$1.78B · 794 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$1.76B · 784 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$1.67B · 748 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$1.52B · 688 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology