Essex Financial Services, Inc.

Q3 2024 13F Detailed Holdings

Location
Essex, CT
Holdings as of
9/30/2024
Value ($000)
$1,390,956
Num holdings
624
Date filed
10/24/2024
Form type
13F-HR
Prev filing
8/9/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 WESTWOOD MANAGEMENT CORP
2 VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC
3 THE CAPITAL GROUP
4 T. ROWE PRICE ASSOCIATES INC
5 STERLING CAPITAL MANAGEMENT, LLC
6 RICHARD BERNSTEIN ADVISORS
7 PARAMETRIC PORTFOLIO ASSOCIATES
8 GQG PARTNERS LLC
9 GILMAN HILL ASST MGMT, LLC
10 DAVIS SELECTED ADVISERS LP
11 CLEARBRIDGE INVESTMENTS LLC
12 BRENTVIEW INVESTMENT MGMT
13 AQR CAPITAL MANAGEMENT LLC
14 ANCHOR/RUSSELL CAPITAL ADVISORS
15 PGIM CUSTOM HARVEST LLC
16 COLUMBIA MANAGEMENT INVESTMENT
17 THE LONDON COMPANY