Essex Financial Services’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Sell	560 -344	-38%	-$145K	0.01%	751
2026 Q1	$385K	Buy	904 +376	+71%	+$175K	0.02%	535
2025 Q4	$276K	Buy	528 +50	+10%	+$24.7K	0.02%	632
2025 Q3	$233K	Buy	+478	New	+$256K	0.01%	652
2025 Q1	–	Sell	-417	Closed	-$208K	–	658
2024 Q4	$208K	Sell	417 -52	-11%	-$26.4K	0.01%	600
2024 Q3	$241K	Buy	+469	New	+$232K	0.02%	549
2019 Q2	–	Sell	-969	Closed	-$204K	–	249
2019 Q1	$204K	Buy	+969	New	+$188K	0.06%	215
2018 Q4	–	Sell	-1,064	Closed	-$208K	–	288
2018 Q3	$208K	Hold	1,064	–	–	0.05%	268
2018 Q2	$217K	Hold	1,064	–	–	0.05%	251
2018 Q1	$203K	Buy	+1,064	New	+$196K	0.04%	332

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Essex Financial Services reduced its S&P Global (SPGI) stake by 38% in Q2 2026, selling an estimated $145K and leaving 560 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #751.

Essex Financial Services first reported a position in SPGI in Q1 2018 and has held it in 10 quarters since. The position peaked at $385K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Essex Financial Services held 560 shares of S&P Global worth $228K as of Q2 2026.
Essex Financial Services sold 344 S&P Global shares in Q2 2026, an estimated $145K.
S&P Global made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #751 holding.
Essex Financial Services first reported a position in S&P Global in Q1 2018 and has held it in 10 quarters since.
Essex Financial Services's S&P Global position peaked at $385K in Q1 2026.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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