Essex Financial Services, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1315785
ESSEX, CT
Position in FERG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$295,950
+$59,658 QoQ
Shares Held
1,247
+23.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#672
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Essex Financial Services, Inc. holds $1,837,988 across 4 Industrial Distribution names. FERG ranks #3 (16.1% of the industry book) .
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,950 | 1,247 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $236,292 | 1,013 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $224,856 | 1,010 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $251,754 | 1,121 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $331,197 | 1,521 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $210,862 | 1,316 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $209,498 | 1,207 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $268,863 | 1,354 | Shares | Defined | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||