Essex Financial Services’s LandBridge Co LB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	20,343 +1,261	+7%	+$80.2K	0.08%	212
2025 Q4	$935K	Buy	19,082 +778	+4%	+$45.2K	0.05%	299
2025 Q3	$977K	Buy	18,304 +7,178	+65%	+$396K	0.06%	273
2025 Q2	$752K	Buy	11,126 +4,670	+72%	+$336K	0.05%	324
2025 Q1	$464K	Buy	+6,456	New	+$457K	0.03%	400

Other funds holding LB

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Essex Financial Services's LB Position: Q1 2026 in Review

Essex Financial Services increased its LandBridge Co (LB) stake by 6.6% in Q1 2026, buying an estimated $80.2K and bringing the position to 20,343 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #212.

Essex Financial Services first reported a position in LB in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Essex Financial Services held 20,343 shares of LandBridge Co worth $1.4M as of Q1 2026.
Essex Financial Services bought 1,261 LandBridge Co shares in Q1 2026, an estimated $80.2K.
LandBridge Co made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #212 holding.
Essex Financial Services first reported a position in LandBridge Co in Q1 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.