Essex Financial Services, Inc.

Position in SPGI — S&P Global Inc.

CIK 1315785 ESSEX, CT

Position in SPGI

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

Position Value

$228,065

-$156,442 QoQ

Shares Held

592

-38.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,599

of 1,991 holders

Holding Since

Sep 2024

6 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. SPGI ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	4,072	$899,219
2	MCO	Moodys Corp /De/	691	$312,967
3	SPGI	S&P Global Inc. This page	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

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,065	560	-38.1%	Shares	Sole	2026-08-10
2026-03-31	$384,507	904	+71.2%	Shares	Defined	2026-04-24
2025-12-31	$275,927	528	+10.5%	Shares	Defined	2026-02-10
2025-09-30	$232,647	478	+14.6%	Shares	Defined	2025-11-07
2024-12-31	$207,678	417	-11.1%	Shares	Defined	2025-01-29
2024-09-30	$242,294	469	—	Shares	Defined	2024-10-24
No filing history on record for this holder in this stock.