Essex Financial Services, Inc.

Q3 2025 13F Combination Report, Stock Holdings

Signature - Title
Nancy Stillman - Chief Compliance Officer
Location
Essex, CT
Holdings as of
September 30, 2025
Value $
$1.67B
Num holdings
748
Date filed
11/7/2025, 03:53 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, QQQ, MSFT, VOOG, and NVDA.
Previous filing
Q2 2025 - Jul 16, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Nancy Stillman Chief Compliance Officer Essex, Connecticut 11/7/2025

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

Name Holdings Value Location File Number
Essex Savings Bank $444M Essex, CT 028-19005

Other Included Managers (8):

Num Name Location File Number
1 Anchor
2 Brentview
3 Clearbridge
4 Davis Select
5 Gilman Hill Asset Management
6 PGIM
7 Richard Bernstein Advisors
8 Westwood