Essex Financial Services, Inc.

Position in MCO — Moodys Corp /De/

CIK 1315785 ESSEX, CT

Position in MCO

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

Position Value

$312,967

+$37,257 QoQ

Shares Held

691

+9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,004

of 1,401 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,075,519 across 6 Financial Data & Stock Exchanges names. MCO ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	4,072	$899,219
2	MCO	Moodys Corp /De/ This page	691	$312,967
3	SPGI	S&P Global Inc.	592	$228,065
4	ICE	Intercontinental Exchange, Inc.	1,829	$225,168
5	MSCI	MSCI Inc.	371	$207,774
6	COIN	Coinbase Global, Inc.	1,384	$202,326

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,967	691	+9.3%	Shares	Sole	2026-08-10
2026-03-31	$275,710	632	+4.6%	Shares	Sole	2026-04-24
2025-12-31	$308,553	604	+18.4%	Shares	Sole	2026-02-10
2025-09-30	$243,004	510	-13.3%	Shares	Sole	2025-11-07
2025-06-30	$294,934	588	-2.6%	Shares	Sole	2025-07-16
2025-03-31	$281,276	604	-0.2%	Shares	Sole	2025-04-25
2024-12-31	$286,388	605	-0.7%	Shares	Defined	2025-01-29
2024-09-30	$289,025	609	+4.1%	Shares	Defined	2024-10-24
2024-06-30	$246,244	585	+5.6%	Shares	Defined	2024-08-09
2024-03-31	$217,738	554	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.