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Essex Financial Services’s Lennar Class A LEN Stock Holding History

Essex Financial Services’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
2,587
+28
+1% +$2.5K 0.01% 736
2026
Q1 		$222K Buy
2,559
+520
+26% +$56.2K 0.01% 719
2025
Q4 		$210K Buy
2,039
+173
+9% +$20.9K 0.01% 745
2025
Q3 		$235K Buy
+1,866
New +$232K 0.01% 651
2025
Q2 		– Sell
-1,861
Closed -$214K – 701
2025
Q1 		$214K Buy
1,861
+75
+4% +$9.37K 0.02% 589
2024
Q4 		$236K Buy
1,786
+12
+0.7% +$1.95K 0.02% 555
2024
Q3 		$298K Buy
1,774
+67
+4% +$11.2K 0.02% 502
2024
Q2 		$280K Buy
1,707
+464
+37% +$70.6K 0.02% 501
2024
Q1 		$207K Buy
+1,243
New +$187K 0.02% 507

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

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

Essex Financial Services increased its Lennar Class A (LEN) stake by 1.1% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,587 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #736.

Essex Financial Services first reported a position in LEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q3 2024. 645 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Essex Financial Services held 2,587 shares of Lennar Class A worth $234K as of Q2 2026.
  • Essex Financial Services bought 28 Lennar Class A shares in Q2 2026, an estimated $2.5K.
  • Lennar Class A made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #736 holding.
  • Essex Financial Services first reported a position in Lennar Class A in Q1 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Lennar Class A position peaked at $298K in Q3 2024.
  • 645 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

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