Essex Financial Services, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1315785 ESSEX, CT

Position in CVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,459,420

+$923,622 QoQ

Shares Held

23,774

+11.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#705

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Essex Financial Services, Inc. holds $10,564,672 across 7 Healthcare Plans names. CVS ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	7,973	$3,313,817
2	CI	Cigna Group	9,288	$2,560,515
3	CVS	CVS HEALTH Corp This page	23,774	$2,459,420
4	ELV	Elevance Health, Inc.	3,228	$1,248,364
5	CNC	Centene Corp	7,617	$488,935
6	HUM	Humana Inc	713	$283,217
7	MOH	Molina Healthcare, Inc.	920	$210,404

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,459,420	23,774	+11.2%	Shares	Defined	2026-08-10
2026-03-31	$1,535,798	21,384	+6.9%	Shares	Defined	2026-04-24
2025-12-31	$1,586,803	19,995	+10.5%	Shares	Defined	2026-02-10
2025-09-30	$1,363,880	18,091	-4.7%	Shares	Defined	2025-11-07
2025-06-30	$1,309,516	18,984	-8.3%	Shares	Defined	2025-07-16
2025-03-31	$1,402,763	20,705	+0.8%	Shares	Defined	2025-04-25
2024-12-31	$921,995	20,539	-4.1%	Shares	Defined	2025-01-29
2024-09-30	$1,346,135	21,408	-30.4%	Shares	Defined	2024-10-24
2024-06-30	$1,817,276	30,770	+7.8%	Shares	Defined	2024-08-09
2024-03-31	$2,276,190	28,538	-4.7%	Shares	Sole	2024-04-24
2023-12-31	$2,365,246	29,955	-8.6%	Shares	Sole	2024-02-06
2023-09-30	$2,289,118	32,786	-9.3%	Shares	Sole	2023-11-15
2023-06-30	$2,498,081	36,136	-3.2%	Shares	Sole	2023-08-09
2023-03-31	$2,773,546	37,324	-3.9%	Shares	Sole	2023-05-11
2022-12-31	$3,618,474	38,829	+2.5%	Shares	Sole	2023-02-10
2022-09-30	$3,612,997	37,884	-2.3%	Shares	Sole	2022-11-07
2022-06-30	$3,593,540	38,782	+2.1%	Shares	Sole	2022-08-01
2022-03-31	$3,844,461	37,985	+2.6%	Shares	Sole	2022-04-21
2021-12-31	$3,818,467	37,015	-4.7%	Shares	Sole	2022-02-11
2021-09-30	$3,296,047	38,841	+31.2%	Shares	Sole	2021-11-10
2021-06-30	$2,469,657	29,598	0.0%	Shares	Sole	2021-07-30
2021-03-31	$2,226,657	29,598	-9.1%	Shares	Sole	2021-05-11
2020-12-31	$2,222,960	32,547	+0.4%	Shares	Sole	2021-02-05
2020-09-30	$1,893,269	32,419	+6.6%	Shares	Sole	2020-11-10
2020-06-30	$1,976,192	30,417	-5.5%	Shares	Sole	2020-08-06
2020-03-31	$1,909,536	32,185	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.