Essex Financial Services, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Jul 16, 2025
Value $
$1.52B
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 688 stock holdings with total value $1.52B as of Q2 2025. Top holdings included AAPL, QQQ, MSFT, VOOG, and NVDA.
Holdings Value

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

Name Holdings Value Location File Number
Essex Savings Bank $420M Essex, CT 028-19005
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 688 $1.52B +$101M -$36.1M +$65.3M AAPL, QQQ, MSFT, VOOG, NVDA 13F-HR 7/16/2025, 08:06 AM
Q1 2025 631 $1.39B +$51.3M -$48.6M +$2.69M AAPL, QQQ, MSFT, VOOG, GLD 13F-HR 4/25/2025, 09:11 AM
Q4 2024 630 $1.42B +$64.5M -$30.1M +$34.4M AAPL, QQQ, MSFT, VOOG, CODI 13F-HR 1/29/2025, 10:30 AM
Q3 2024 624 $1.35B +$38.9M -$106M -$67.3M AAPL, QQQ, MSFT, VOOG, NVDA 13F-HR 10/24/2024, 11:17 AM
Q2 2024 612 $1.31B +$275M -$24.1M +$251M AAPL, MSFT, QQQ, VOOG, LLY Restatement 8/9/2024, 02:04 PM
Q1 2024 535 $1.08B +$80.9M -$21.6M +$59.3M AAPL, MSFT, QQQ, VOOG, SPY 13F-HR 4/23/2024, 08:32 PM
Q4 2023 509 $967M +$56.7M -$28.2M +$28.5M AAPL, MSFT, QQQ, VOOG, SPY 13F-HR 2/5/2024, 07:38 PM
Q3 2023 494 $863M +$36.9M -$26.2M +$10.7M AAPL, MSFT, QQQ, VOOG, SPY 13F-HR 11/15/2023, 01:08 PM
Q2 2023 473 $879M +$24.6M -$121M -$96.9M AAPL, MSFT, QQQ, VOOG, CODI 13F-HR 8/8/2023, 06:38 PM
Q1 2023 484 $950M +$54.2M -$35.4M +$18.8M AAPL, TPL, MSFT, QQQ, XOM 13F-HR 5/11/2023, 01:01 PM
Q4 2022 472 $921M +$48.7M -$27.9M +$20.8M TPL, AAPL, MSFT, QQQ, CVX 13F-HR 2/10/2023, 08:43 AM
Q3 2022 455 $839M +$47.2M -$39.1M +$8.15M TPL, AAPL, MSFT, QQQ, VOOG 13F-HR 11/7/2022, 01:34 PM
Q2 2022 478 $898M +$59M -$37.1M +$21.9M TPL, AAPL, MSFT, QQQ, VOOG 13F-HR 8/1/2022, 01:25 PM
Q1 2022 501 $1.04B +$109M -$43.5M +$65.4M AAPL, TPL, QQQ, VOOG, MSFT Restatement 4/21/2022, 05:27 PM
Q4 2021 495 $1.01B +$95.1M -$24.9M +$70.2M AAPL, TPL, QQQ, MSFT, VOOG 13F-HR 2/11/2022, 12:48 PM
Q3 2021 462 $875M +$181M -$35.3M +$146M AAPL, TPL, QQQ, VOOG, MSFT 13F-HR 11/10/2021, 03:54 PM
Q2 2021 460 $687M +$134M -$1.29M +$133M TPL, AAPL, QQQ, CODI, VOOG 13F-HR 7/30/2021, 01:31 PM
Q1 2021 350 $558M +$59.9M -$32.3M +$27.6M AAPL, QQQ, CODI, VOOG, AMZN 13F-HR 5/11/2021, 02:17 PM
Q4 2020 324 $505M +$70.6M -$7.51M +$63.1M AAPL, QQQ, AMZN, CODI, VOOG 13F-HR 2/5/2021, 10:16 AM
Q3 2020 281 $403M +$82.3M -$2.27M +$80M AAPL, CODI, AMZN, QQQ, MSFT 13F-HR 11/10/2020, 01:20 PM
Q2 2020 238 $320M +$25.7M -$27.6M -$1.94M AAPL, CODI, AMZN, QQQ, MSFT 13F-HR 8/6/2020, 10:05 AM
Q1 2020 244 $278M +$29.3M -$27.9M +$1.47M AAPL, CODI, AMZN, JNJ, MSFT 13F-HR 5/15/2020, 09:53 AM
Q4 2019 271 $363M +$33.4M -$7.27M +$26.1M CODI, AAPL, JNJ, AMZN, MSFT 13F-HR 1/30/2020, 01:02 PM
Q3 2019 251 $310M +$17.5M -$42.7M -$25.2M CODI, AAPL, JNJ, MSFT, AMZN 13F-HR 11/4/2019, 01:16 PM
Q2 2019 241 $337M +$12.7M -$9.71M +$2.97M CODI, AAPL, JNJ, PFE, AMGN 13F-HR 7/30/2019, 01:48 PM
Q1 2019 236 $330M +$8.8M -$32.6M -$23.8M CODI, AAPL, JNJ, PFE, AMGN 13F-HR 5/2/2019, 03:27 PM
Q4 2018 248 $326M +$9.84M -$59M -$49.1M AAPL, PFE, JNJ, CODI, AMGN 13F-HR 2/7/2019, 02:26 PM
Q3 2018 293 $454M +$33M -$10.7M +$22.3M AAPL, PFE, JNJ, CODI, XOM 13F-HR 11/5/2018, 12:31 PM
Q2 2018 278 $403M +$15.5M -$61M -$45.4M AAPL, PFE, XOM, JNJ, BA 13F-HR 8/7/2018, 01:13 PM
Q1 2018 355 $510M +$117M -$14.8M +$103M AAPL, JNJ, PFE, XOM, CODI 13F-HR 5/3/2018, 11:59 AM
Q4 2017 283 $421M +$13.3M -$12.6M +$710K AAPL, JNJ, XOM, PFE, CODI 13F-HR 2/7/2018, 02:27 PM
Q3 2017 282 $407M +$18.9M -$49M -$30.1M AAPL, XOM, JNJ, PFE, GEXXXX 13F-HR 11/3/2017, 04:30 PM
Q2 2017 344 $469M +$47.7M -$23.1M +$24.6M AAPL, GEXXXX, JNJ, XOM, PFE 13F-HR 8/7/2017, 04:37 PM
Q1 2017 322 $433M +$15.4M -$40.6M -$25.2M GEXXXX, XOM, AAPL, JNJ, PFE 13F-HR 5/8/2017, 03:56 PM
Q4 2016 321 $452M +$36.1M -$7.51M +$28.6M GEXXXX, XOM, AAPL, PFE, JNJ 13F-HR 1/31/2017, 02:08 PM
Q3 2016 303 $415M +$16.7M -$12.8M +$3.98M GEXXXX, XOM, PFE, JNJ, AAPL 13F-HR 11/10/2016, 11:06 AM
Q2 2016 302 $411M +$16.1M -$15.5M +$551K GEXXXX, XOM, PFE, JNJ, AAPL 13F-HR 7/28/2016, 04:02 PM
Q1 2016 307 $401M +$11.9M -$19.3M -$7.38M GEXXXX, XOM, JNJ, AAPL, PFE 13F-HR 5/11/2016, 04:05 PM
Q4 2015 317 $413M +$32.4M -$11.4M +$21M GEXXXX, XOM, PFE, JNJ, AAPL 13F-HR 2/5/2016, 01:16 PM
Q3 2015 323 $385M +$38.3M -$3.36M +$35M XOM, GEXXXX, AAPL, JNJ, PFE 13F-HR 10/6/2015, 03:09 PM
Q2 2015 329 $388M +$23M -$11.8M +$11.2M XOM, AAPL, GEXXXX, JNJ, BRKA 13F-HR 7/28/2015, 03:09 PM
Q1 2015 322 $389M +$26.1M -$10.3M +$15.8M XOM, AAPL, GEXXXX, JNJ, BRKA 13F-HR 5/7/2015, 02:32 PM
Q4 2014 321 $384M +$51M -$2.46M +$48.6M XOM, GEXXXX, JNJ, AAPL, BRKA 13F-HR 1/7/2015, 11:19 AM
Q3 2014 299 $335M +$12M -$5.96M +$6.03M XOM, JNJ, GEXXXX, AAPL, BRKA 13F-HR 10/31/2014, 03:34 PM
Q2 2014 301 $333M +$30.4M -$3.58M +$26.8M XOM, JNJ, GEXXXX, PFE, AAPL 13F-HR 7/29/2014, 03:29 PM
Q1 2014 285 $306M +$21M -$4.82M +$16.2M XOM, GEXXXX, JNJ, PFE, PG 13F-HR 5/8/2014, 12:46 PM
Q4 2013 281 $296M XOM, GEXXXX, JNJ, PFE, PG Restatement 2/12/2014, 12:22 PM