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 Q2	$1.5M	Sell	18,912 -1,431	-7%	-$98.3K	0.07%	229
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 $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Essex Financial Services reduced its LandBridge Co (LB) stake by 7% in Q2 2026, selling an estimated $98.3K and leaving 18,912 shares worth $1.5M. The position accounts for 0.07% of the portfolio, ranked #229.

Essex Financial Services first reported a position in LB in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Essex Financial Services held 18,912 shares of LandBridge Co worth $1.5M as of Q2 2026.
Essex Financial Services sold 1,431 LandBridge Co shares in Q2 2026, an estimated $98.3K.
LandBridge Co made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #229 holding.
Essex Financial Services first reported a position in LandBridge Co in Q1 2025 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

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