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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Essex Financial Services increased its S&P Global (SPGI) stake by 71% in Q1 2026, buying an estimated $175K and bringing the position to 904 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #535.

Essex Financial Services first reported a position in SPGI in Q1 2018 and has held it in 9 quarters since. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Essex Financial Services held 904 shares of S&P Global worth $385K as of Q1 2026.
Essex Financial Services bought 376 S&P Global shares in Q1 2026, an estimated $175K.
S&P Global made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #535 holding.
Essex Financial Services first reported a position in S&P Global in Q1 2018 and has held it in 9 quarters since.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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