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Essex Financial Services’s Clarivate CLVT Stock Holding History

Essex Financial Services’s Portfolio CLVT Stock Details CLVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.7K Buy
14,220
+5
+0% +$12 ﹤0.01% 832
2026
Q1 		$36K Buy
14,215
+1,487
+12% +$3.81K ﹤0.01% 790
2025
Q4 		$42.5K Buy
12,728
+2,018
+19% +$7.17K ﹤0.01% 783
2025
Q3 		$41K Buy
+10,710
New +$45K ﹤0.01% 748
2025
Q2 		– Sell
-11,533
Closed -$45.3K – 690
2025
Q1 		$45.3K Buy
+11,533
New +$54.6K ﹤0.01% 629

Other funds holding CLVT

ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Essex Financial Services increased its Clarivate (CLVT) stake by 0.04% in Q2 2026, buying an estimated $12 and bringing the position to 14,220 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Essex Financial Services first reported a position in CLVT in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.3K in Q1 2025. 144 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Essex Financial Services held 14,220 shares of Clarivate worth $30.7K as of Q2 2026.
  • Essex Financial Services bought 5 Clarivate shares in Q2 2026, an estimated $12.
  • Clarivate made up ﹤0.01% of Essex Financial Services's portfolio in Q2 2026, its #832 holding.
  • Essex Financial Services first reported a position in Clarivate in Q1 2025 and has held it in 5 quarters since.
  • Essex Financial Services's Clarivate position peaked at $45.3K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

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