Essex Financial Services, Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1315785 ESSEX, CT

Position in MRSH

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

Position Value

$1,135,356

-$202,984 QoQ

Shares Held

6,812

-11.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#674

of 1,500 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $1,921,326 across 3 Insurance Brokers names. MRSH ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	6,812	$1,135,356
2	AON	Aon plc	1,429	$473,985
3	AJG	Arthur J. Gallagher & Co.	1,359	$311,985

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,135,356	6,812	-11.7%	Shares	Defined	2026-08-10
2026-03-31	$1,338,340	7,716	+10.5%	Shares	Defined	2026-04-24
2025-12-31	$1,295,857	6,985	+95.4%	Shares	Defined	2026-02-10
2025-09-30	$720,268	3,574	-44.6%	Shares	Defined	2025-11-07
2025-06-30	$1,409,790	6,448	+89.8%	Shares	Defined	2025-07-16
2025-03-31	$828,969	3,397	-47.7%	Shares	Defined	2025-04-25
2024-12-31	$1,378,753	6,491	+91.3%	Shares	Defined	2025-01-29
2024-09-30	$756,944	3,393	-50.9%	Shares	Defined	2024-10-24
2024-06-30	$1,457,550	6,917	+179.2%	Shares	Defined	2024-08-09
2024-03-31	$510,212	2,477	+5.4%	Shares	Sole	2024-04-24
2023-12-31	$445,443	2,351	-7.4%	Shares	Sole	2024-02-06
2023-09-30	$482,981	2,538	-0.3%	Shares	Sole	2023-11-15
2023-06-30	$478,663	2,545	-1.2%	Shares	Sole	2023-08-09
2023-03-31	$428,866	2,575	+4.3%	Shares	Sole	2023-05-11
2022-12-31	$408,570	2,469	-0.5%	Shares	Sole	2023-02-10
2022-09-30	$370,388	2,481	+35.3%	Shares	Sole	2022-11-07
2022-06-30	$284,728	1,834	+12.4%	Shares	Sole	2022-08-01
2022-03-31	$277,955	1,631	+20.3%	Shares	Sole	2022-04-21
2021-12-31	$235,699	1,356	-0.1%	Shares	Sole	2022-02-11
2021-09-30	$205,490	1,357	-24.8%	Shares	Sole	2021-11-10
2021-06-30	$253,927	1,805	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.