Essex Financial Services, Inc.

Q4 2025 13F Detailed Holdings

Location
Essex, CT
Holdings as of
12/31/2025
Value ($000)
$1,757,742
Num holdings
784
Date filed
2/10/2026
Form type
13F-HR
Prev filing
11/7/2025
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 ANCHOR CAPITAL ADVISORS
2 BRENTVIEW INVESTMENT MGMT
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