13F Filings History of Essex Financial Services, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$1,757,742,340
Signature - Title
Nancy Stillman - Chief Compliance Officer
Location
Essex, CT
Summary
This page shows a list of all the recent 13F filings made by Essex Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Essex Financial Services, Inc. reported 784 stock holdings with total value $1,757,742,340 as of Q4 2025. Top holdings included AAPL, QQQ, MSFT, VOOG, and GOOGL.

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Holdings Value

List of Other Managers Reporting for Essex Financial Services, Inc.:

Name Holdings Value Location File Number
Essex Bank $461,430,400 Essex, CT 028-19005
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 784 $1,757,742,340 +$101,163,763 -$45,919,497 +$55,244,266 AAPL, QQQ, MSFT, VOOG, GOOGL 13F-HR 10 Feb 2026, 10:03
Q3 2025 748 $1,671,884,179 +$74,674,891 -$42,809,842 +$31,865,049 AAPL, QQQ, MSFT, VOOG, NVDA 13F-HR 07 Nov 2025, 15:53
Q2 2025 688 $1,524,399,670 +$101,374,726 -$36,067,569 +$65,307,157 AAPL, QQQ, MSFT, VOOG, NVDA 13F-HR 16 Jul 2025, 08:06
Q1 2025 631 $1,388,406,150 +$51,320,362 -$48,627,320 +$2,693,042 AAPL, QQQ, MSFT, VOOG, GLD 13F-HR 25 Apr 2025, 09:11
Q4 2024 630 $1,415,486,817 +$64,490,747 -$30,078,693 +$34,412,054 AAPL, QQQ, MSFT, VOOG, CODI 13F-HR 29 Jan 2025, 10:30
Q3 2024 624 $1,354,535,574 +$38,898,315 -$106,169,428 -$67,271,113 AAPL, QQQ, MSFT, VOOG, NVDA 13F-HR 24 Oct 2024, 11:17
Q2 2024 612 $1,306,335,964 +$274,909,453 -$24,178,157 +$250,731,296 AAPL, MSFT, QQQ, VOOG, LLY Restatement 09 Aug 2024, 14:04
Q1 2024 539 $1,084,535,536 +$80,886,190 -$21,604,450 +$59,281,740 AAPL, MSFT, QQQ, VOOG, SPY 13F-HR 23 Apr 2024, 20:32
Q4 2023 509 $967,284,968 +$56,724,459 -$28,232,168 +$28,492,291 AAPL, MSFT, QQQ, VOOG, SPY 13F-HR 05 Feb 2024, 19:38
Q3 2023 471 $863,778,128 +$36,936,221 -$26,193,678 +$10,742,543 AAPL, MSFT, QQQ, VOOG, SPY 13F-HR 15 Nov 2023, 13:08
Q2 2023 473 $879,464,968 +$24,550,081 -$133,280,957 -$108,730,876 AAPL, MSFT, QQQ, VOOG, CODI 13F-HR 08 Aug 2023, 18:38
Q1 2023 484 $949,916,571 +$53,762,371 -$39,444,492 +$14,317,879 AAPL, TPL, MSFT, QQQ, XOM 13F-HR 11 May 2023, 13:01
Q4 2022 475 $920,692,000 +$48,715,332 -$34,654,383 +$14,060,949 TPL, AAPL, MSFT, QQQ, CVX 13F-HR 10 Feb 2023, 09:43
Q3 2022 455 $839,057,000 +$47,223,891 -$51,240,030 -$4,016,139 TPL, AAPL, MSFT, QQQ, VOOG 13F-HR 07 Nov 2022, 14:34
Q2 2022 478 $898,272,000 +$59,043,364 -$52,619,563 +$6,423,801 TPL, AAPL, MSFT, QQQ, VOOG 13F-HR 01 Aug 2022, 13:25
Q1 2022 501 $1,042,179,000 +$108,910,143 -$57,362,378 +$51,547,765 AAPL, TPL, QQQ, VOOG, MSFT Restatement 21 Apr 2022, 17:27
Q4 2021 495 $1,011,492,000 +$95,067,784 -$39,219,680 +$55,848,104 AAPL, TPL, QQQ, MSFT, VOOG 13F-HR 11 Feb 2022, 13:48
Q3 2021 462 $874,739,000 +$181,038,279 -$35,286,644 +$145,751,635 AAPL, TPL, QQQ, VOOG, MSFT 13F-HR 10 Nov 2021, 15:54
Q2 2021 465 $682,658,000 +$133,798,000 -$1,292,000 +$132,506,000 TPL, AAPL, QQQ, CODI, VOOG 13F-HR 30 Jul 2021, 13:31
Q1 2021 350 $557,631,000 +$59,919,741 -$32,326,738 +$27,593,003 AAPL, QQQ, CODI, VOOG, AMZN 13F-HR 11 May 2021, 14:17
Q4 2020 326 $504,952,000 +$65,892,371 -$9,804,621 +$56,087,750 AAPL, QQQ, AMZN, CODI, VOOG 13F-HR 05 Feb 2021, 11:16
Q3 2020 285 $403,627,000 +$82,484,800 -$4,133,629 +$78,351,171 AAPL, CODI, AMZN, QQQ, MSFT 13F-HR 10 Nov 2020, 14:20
Q2 2020 241 $320,750,000 +$25,665,710 -$35,547,575 -$9,881,865 AAPL, CODI, AMZN, QQQ, MSFT 13F-HR 06 Aug 2020, 10:05
Q1 2020 246 $278,410,000 +$29,336,881 -$38,981,319 -$9,644,438 AAPL, CODI, AMZN, JNJ, MSFT 13F-HR 15 May 2020, 09:53
Q4 2019 271 $362,521,000 +$33,369,478 -$10,829,679 +$22,539,799 CODI, AAPL, JNJ, AMZN, MSFT 13F-HR 30 Jan 2020, 14:02
Q3 2019 251 $310,241,000 +$16,311,524 -$48,627,038 -$32,315,514 CODI, AAPL, JNJ, MSFT, AMZN 13F-HR 04 Nov 2019, 14:16
Q2 2019 243 $336,982,000 +$12,216,425 -$14,677,583 -$2,461,158 CODI, AAPL, JNJ, PFE, AMGN 13F-HR 30 Jul 2019, 13:48
Q1 2019 237 $329,701,000 +$8,801,685 -$42,518,171 -$33,716,486 CODI, AAPL, JNJ, PFE, AMGN 13F-HR 02 May 2019, 15:27
Q4 2018 250 $326,213,000 +$9,842,377 -$78,077,725 -$68,235,348 AAPL, PFE, JNJ, CODI, AMGN 13F-HR 07 Feb 2019, 15:26
Q3 2018 293 $454,244,000 +$32,982,294 -$13,118,428 +$19,863,866 AAPL, PFE, JNJ, CODI, XOM 13F-HR 05 Nov 2018, 13:31
Q2 2018 279 $403,774,361 +$15,571,071 -$129,252,317 -$113,681,246 AAPL, PFE, XOM, JNJ, BA 13F-HR 07 Aug 2018, 13:13
Q1 2018 356 $509,879,000 +$117,466,565 -$18,441,460 +$99,025,105 AAPL, JNJ, PFE, XOM, CODI 13F-HR 03 May 2018, 11:59
Q4 2017 283 $420,705,000 +$13,213,471 -$16,852,308 -$3,638,837 AAPL, JNJ, XOM, PFE, CODI 13F-HR 07 Feb 2018, 15:27
Q3 2017 283 $406,853,000 +$18,733,455 -$100,296,113 -$81,562,658 AAPL, XOM, JNJ, PFE, GE 13F-HR 03 Nov 2017, 16:30
Q2 2017 350 $469,939,000 +$47,931,920 -$26,585,237 +$21,346,683 AAPL, GE, JNJ, XOM, PFE 13F-HR 07 Aug 2017, 16:37
Q1 2017 326 $433,468,000 +$15,410,113 -$43,936,415 -$28,526,302 GE, XOM, AAPL, JNJ, PFE 13F-HR 08 May 2017, 15:56
Q4 2016 324 $453,008,000 +$35,997,392 -$11,430,979 +$24,566,413 GE, XOM, AAPL, PFE, JNJ 13F-HR 31 Jan 2017, 15:08
Q3 2016 307 $417,956,000 +$18,729,747 -$18,707,421 +$22,326 GE, XOM, PFE, JNJ, AAPL 13F-HR 10 Nov 2016, 12:06
Q2 2016 305 $411,760,000 +$16,385,554 -$21,084,333 -$4,698,779 GE, XOM, PFE, JNJ, AAPL 13F-HR 28 Jul 2016, 16:02
Q1 2016 311 $402,127,000 +$11,999,215 -$23,684,063 -$11,684,848 GE, XOM, JNJ, AAPL, PFE 13F-HR 11 May 2016, 16:05
Q4 2015 322 $412,984,000 +$32,381,479 -$22,317,870 +$10,063,609 GE, XOM, PFE, JNJ, AAPL 13F-HR 05 Feb 2016, 14:16
Q3 2015 323 $384,886,000 +$38,312,980 -$11,248,288 +$27,064,692 XOM, GE, AAPL, JNJ, PFE 13F-HR 06 Oct 2015, 15:09
Q2 2015 329 $388,322,000 +$22,690,797 -$18,984,877 +$3,705,920 XOM, AAPL, GE, JNJ, BRKA 13F-HR 28 Jul 2015, 15:09
Q1 2015 324 $388,730,000 +$26,102,859 -$18,096,365 +$8,006,494 XOM, AAPL, GE, JNJ, BRKA 13F-HR 07 May 2015, 14:32
Q4 2014 322 $384,166,000 +$51,053,300 -$10,006,569 +$41,046,731 XOM, GE, JNJ, AAPL, BRKA 13F-HR 07 Jan 2015, 12:19
Q3 2014 299 $334,576,000 +$11,524,936 -$9,551,128 +$1,973,808 XOM, JNJ, GE, AAPL, BRKA 13F-HR 31 Oct 2014, 15:34
Q2 2014 303 $333,216,000 +$30,420,857 -$6,744,192 +$23,676,665 XOM, JNJ, GE, PFE, AAPL 13F-HR 29 Jul 2014, 15:29
Q1 2014 287 $305,764,000 +$21,007,443 -$9,695,466 +$11,311,977 XOM, GE, JNJ, PFE, PG 13F-HR 08 May 2014, 12:46
Q4 2013 281 $295,696,000 $0 $0 $0 XOM, GE, JNJ, PFE, PG Restatement 12 Feb 2014, 13:22