Essex Financial Services, Inc.

Position in KKR — KKR & Co. Inc.

CIK 1315785 ESSEX, CT

Position in KKR

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

Position Value

$1,356,967

-$23,225 QoQ

Shares Held

14,785

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#545

of 1,265 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $29,730,366 across 28 Asset Management names. KKR ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	407,507	$12,294,486
2	BX	Blackstone Inc.	27,418	$3,226,276
3	FUND	Sprott Focus Trust Inc.	218,889	$2,075,067
4	ARCC	Ares Capital Corp	95,662	$1,772,616
5	KKR	KKR & Co. Inc. This page	14,785	$1,356,967
6	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	70,114	$969,676
7	HTGC	Hercules Capital, Inc.	56,448	$890,184
8	BLK	BlackRock, Inc.	840	$807,710

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,356,967	14,785	-0.9%	Shares	Defined	2026-08-10
2026-03-31	$1,380,192	14,921	-2.6%	Shares	Defined	2026-04-24
2025-12-31	$1,952,611	15,317	+2.3%	Shares	Defined	2026-02-10
2025-09-30	$1,945,611	14,972	-0.3%	Shares	Defined	2025-11-07
2025-06-30	$1,998,376	15,022	+0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,736,462	15,020	-6.2%	Shares	Sole	2025-04-25
2024-12-31	$2,368,334	16,012	+7.0%	Shares	Defined	2025-01-29
2024-09-30	$1,954,129	14,965	-6.8%	Shares	Defined	2024-10-24
2024-06-30	$1,689,733	16,056	+3.0%	Shares	Defined	2024-08-09
2024-03-31	$1,567,136	15,581	+6.2%	Shares	Sole	2024-04-24
2023-12-31	$1,215,575	14,672	-2.0%	Shares	Sole	2024-02-06
2023-09-30	$922,275	14,972	-5.7%	Shares	Sole	2023-11-15
2023-06-30	$888,832	15,872	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$840,214	15,998	-0.8%	Shares	Sole	2023-05-11
2022-12-31	$748,290	16,120	-1.3%	Shares	Sole	2023-02-10
2022-09-30	$702,319	16,333	-3.8%	Shares	Sole	2022-11-07
2022-06-30	$786,143	16,983	-22.7%	Shares	Sole	2022-08-01
2022-03-31	$1,284,410	21,967	-43.4%	Shares	Sole	2022-04-21
2021-12-31	$2,889,259	38,782	-11.9%	Shares	Sole	2022-02-11
2021-09-30	$2,678,902	44,003	+137.5%	Shares	Sole	2021-11-10
2021-06-30	$1,097,539	18,527	0.0%	Shares	Sole	2021-07-30
2021-03-31	$905,043	18,527	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$747,688	18,466	+2.7%	Shares	Sole	2021-02-05
2020-09-30	$617,639	17,986	+4.1%	Shares	Sole	2020-11-10
2020-06-30	$533,668	17,282	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.