Position in ECC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$114,334
-$17,477 QoQ
Shares Held
30,408
+32.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Essex Financial Services, Inc. holds $32,013,137 across 30 Asset Management names. ECC ranks #30 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
405,027 | $14,354,156 | |
| 2 | BX |
Blackstone Inc.
|
26,410 | $3,036,885 | |
| 3 | FUND |
Sprott Focus Trust Inc.
|
218,586 | $2,085,310 | |
| 4 | ARCC |
Ares Capital Corp
|
96,963 | $1,747,273 | |
| 5 | KKR |
KKR & Co. Inc.
|
14,921 | $1,380,192 | |
| 6 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
69,530 | $992,888 | |
| 7 | BLK |
BlackRock, Inc.
|
864 | $830,917 | |
| 8 | SII |
Sprott Inc.
|
5,807 | $829,820 |
All Filings in ECC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,334 | 30,408 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $131,811 | 22,884 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $181,213 | 27,415 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $203,847 | 26,612 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $207,400 | 25,605 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $248,240 | 27,955 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $271,406 | 27,526 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $272,726 | 27,137 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $249,080 | 24,637 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $234,042 | 24,636 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250,065 | 24,637 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $250,311 | 24,637 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $230,515 | 20,637 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $198,726 | 19,637 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $193,996 | 17,636 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $184,192 | 15,636 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $205,613 | 15,636 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $183,904 | 13,136 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $165,305 | 12,137 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $144,131 | 10,637 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $127,431 | 10,637 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $105,733 | 10,479 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $87,915 | 10,199 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||