Essex Financial Services, Inc.

Q1 2026 13F-HR Detailed Holdings

Location: Essex, CT
Holdings as of: 3/31/2026
Value ($000): $1,782,458,754
Num holdings: 794
Date filed: 4/24/2026
Form type: 13F-HR
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SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

Compare Q1 2026 to

Issuer Name	Class	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None	Price Filed 4/24/2026	Price As-Of 3/31/2026	Price Now 6/25/2026

Other Managers

Num	Name	File Number
1	ANCHOR CAPITAL ADVISORS
2	BRENTVIEW INVESTMENT MANAGEMENT, LLC
3	CLEARBRIDGE INVESTMENTS LLC
4	DAVIS SELECTED ADVISERS LP
5	GILMAN HILL ASST MGMT, LLC
6	PGIM CUSTOM HARVEST LLC
7	RICHARD BERNSTEIN ADVISORS
8	WESTWOOD MANAGEMENT CORP