EFS
MAR icon

Essex Financial Services’s Marriott International MAR Stock Holding History

Essex Financial Services’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Buy
3,150
+221
+8% +$72.7K 0.06% 281
2025
Q4 		$909K Sell
2,929
-593
-17% -$169K 0.05% 307
2025
Q3 		$917K Buy
3,522
+266
+8% +$71.4K 0.05% 290
2025
Q2 		$890K Buy
3,256
+152
+5% +$38.1K 0.06% 283
2025
Q1 		$739K Buy
3,104
+100
+3% +$27.2K 0.05% 301
2024
Q4 		$838K Buy
3,004
+39
+1% +$10.7K 0.06% 266
2024
Q3 		$787K Sell
2,965
-1,110
-27% -$259K 0.06% 290
2024
Q2 		$879K Buy
4,075
+426
+12% +$102K 0.07% 264
2024
Q1 		$921K Buy
3,649
+52
+1% +$12.6K 0.08% 220
2023
Q4 		$811K Buy
3,597
+28
+0.8% +$5.68K 0.08% 229
2023
Q3 		$702K Buy
3,569
+33
+0.9% +$6.56K 0.08% 226
2023
Q2 		$650K Buy
3,536
+3
+0.1% +$520 0.07% 239
2023
Q1 		$587K Buy
3,533
+47
+1% +$7.83K 0.06% 264
2022
Q4 		$519K Sell
3,486
-88
-2% -$13.5K 0.06% 268
2022
Q3 		$501K Hold
3,574
– – 0.06% 251
2022
Q2 		$486K Buy
3,574
+239
+7% +$39.5K 0.05% 275
2022
Q1 		$586K Buy
3,335
+156
+5% +$25.9K 0.06% 265
2021
Q4 		$525K Buy
3,179
+975
+44% +$153K 0.05% 276
2021
Q3 		$326K Buy
2,204
+415
+23% +$57.9K 0.04% 329
2021
Q2 		$265K Hold
1,789
– – 0.04% 352
2021
Q1 		$265K Buy
1,789
+47
+3% +$6.42K 0.05% 287
2020
Q4 		$230K Buy
+1,742
New +$199K 0.05% 285
2020
Q1 		– Sell
-3,020
Closed -$457K – 263
2019
Q4 		$457K Buy
3,020
+70
+2% +$9.38K 0.13% 157
2019
Q3 		$367K Buy
2,950
+147
+5% +$19.5K 0.12% 166
2019
Q2 		$393K Sell
2,803
-1,347
-32% -$179K 0.12% 155
2019
Q1 		$519K Hold
4,150
– – 0.16% 128
2018
Q4 		$451K Sell
4,150
-210
-5% -$24.1K 0.14% 139
2018
Q3 		$576K Sell
4,360
-200
-4% -$25.5K 0.13% 146
2018
Q2 		$577K Sell
4,560
-36
-0.8% -$4.89K 0.14% 140
2018
Q1 		$625K Sell
4,596
-218
-5% -$30.6K 0.12% 174
2017
Q4 		$653K Sell
4,814
-110
-2% -$13.5K 0.16% 129
2017
Q3 		$543K Sell
4,924
-155
-3% -$16K 0.13% 144
2017
Q2 		$509K Sell
5,079
-515
-9% -$51.5K 0.11% 187
2017
Q1 		$527K Hold
5,594
– – 0.12% 173
2016
Q4 		$463K Hold
5,594
– – 0.1% 186
2016
Q3 		$377K Buy
5,594
+63
+1% +$4.44K 0.09% 211
2016
Q2 		$368K Sell
5,531
-730
-12% -$49K 0.09% 213
2016
Q1 		$446K Hold
6,261
– – 0.11% 184
2015
Q4 		$420K Sell
6,261
-461
-7% -$33.3K 0.1% 199
2015
Q3 		$458K Sell
6,722
-612
-8% -$44.2K 0.12% 184
2015
Q2 		$546K Hold
7,334
– – 0.14% 168
2015
Q1 		$589K Sell
7,334
-425
-5% -$33.9K 0.15% 157
2014
Q4 		$605K Buy
7,759
+100
+1% +$7.38K 0.16% 151
2014
Q3 		$535K Hold
7,659
– – 0.16% 149
2014
Q2 		$491K Hold
7,659
– – 0.15% 165
2014
Q1 		$429K Sell
7,659
-1,010
-12% -$52.2K 0.14% 168
2013
Q4 		$428K Hold
8,669
– – 0.14% 150
2013
Q3 		$365 Buy
8,669
+592
+7% +$24.6K 0.11% 162
2013
Q2 		$326K Buy
+8,077
New +$337K 0.11% 177

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Essex Financial Services increased its Marriott International (MAR) stake by 7.5% in Q1 2026, buying an estimated $72.7K and bringing the position to 3,150 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #281.

Essex Financial Services first reported a position in MAR in Q2 2013 and has held it in 49 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Essex Financial Services held 3,150 shares of Marriott International worth $1.03M as of Q1 2026.
  • Essex Financial Services bought 221 Marriott International shares in Q1 2026, an estimated $72.7K.
  • Marriott International made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #281 holding.
  • Essex Financial Services first reported a position in Marriott International in Q2 2013 and has held it in 49 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

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