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Essex Financial Services’s Mueller Industries MLI Stock Holding History

Essex Financial Services’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Buy
5,500
+28
+0.5% +$1.84K 0.02% 614
2026
Q1 		$303K Buy
5,472
+554
+11% +$33.2K 0.02% 611
2025
Q4 		$282K Buy
+4,918
New +$264K 0.02% 622

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Essex Financial Services increased its Mueller Industries (MLI) stake by 0.51% in Q2 2026, buying an estimated $1.84K and bringing the position to 5,500 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #614.

Essex Financial Services first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. 531 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Essex Financial Services held 5,500 shares of Mueller Industries worth $338K as of Q2 2026.
  • Essex Financial Services bought 28 Mueller Industries shares in Q2 2026, an estimated $1.84K.
  • Mueller Industries made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #614 holding.
  • Essex Financial Services first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • 531 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

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