Essex Financial Services’s BorgWarner BWA Stock Holding History

Essex Financial Services’s Portfolio BWA Stock Details BWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	+3,573	New	+$226K	0.01%	726
2018 Q4	–	Sell	-9,088	Closed	-$342K	–	255
2018 Q3	$342K	Hold	9,088	–	–	0.08%	198
2018 Q2	$345K	Hold	9,088	–	–	0.08%	193
2018 Q1	$402K	Hold	9,088	–	–	0.08%	225
2017 Q4	$409K	Hold	9,088	–	–	0.1%	177
2017 Q3	$410K	Hold	9,088	–	–	0.1%	173
2017 Q2	$339K	Sell	9,088 -897	-9%	-$32.5K	0.07%	244
2017 Q1	$367K	Hold	9,985	–	–	0.08%	223
2016 Q4	$347K	Hold	9,985	–	–	0.07%	229
2016 Q3	$309K	Hold	9,985	–	–	0.07%	239
2016 Q2	$259K	Hold	9,985	–	–	0.06%	255
2016 Q1	$338K	Hold	9,985	–	–	0.08%	218
2015 Q4	$380K	Hold	9,985	–	–	0.09%	208
2015 Q3	$366K	Hold	9,985	–	–	0.1%	211
2015 Q2	$500K	Hold	9,985	–	–	0.13%	178
2015 Q1	$532K	Buy	+9,985	New	+$508K	0.14%	174

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Essex Financial Services's BWA Position: Q2 2026 in Review

Essex Financial Services opened a new position in BorgWarner (BWA) in Q2 2026: 3,573 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in BWA as recently as Q3 2018.

Essex Financial Services first reported a position in BWA in Q1 2015 and has held it in 16 quarters since. The position peaked at $532K in Q1 2015. 817 funds tracked by Wall St. Rank hold BWA as of Q2 2026.

Essex Financial Services held 3,573 shares of BorgWarner worth $237K as of Q2 2026.
BorgWarner was a new Essex Financial Services position in Q2 2026.
BorgWarner made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #726 holding.
Essex Financial Services first reported a position in BorgWarner in Q1 2015 and has held it in 16 quarters since.
Essex Financial Services's BorgWarner position peaked at $532K in Q1 2015.
817 funds tracked by Wall St. Rank held BorgWarner as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.