Stock Taper 
ESSEX FINANCIAL SERVICES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bankwell Financial Group, Inc. | BWFG | 5.63K | $331K |
 Shell plc | SHEL | 5.67K | $439.73K |
 Shopify Inc. | SHOP | 5.68K | $648.09K |
 Sprott Inc. | SII | 5.76K | $646.85K |
 EQT Corporation | EQT | 5.79K | $307.58K |
 Honeywell International Inc. | HON | 5.8K | $1.3M |
 Whirlpool Corporation | WHR | 5.84K | $230.25K |
 Morgan Stanley | MS | 5.88K | $1.23M |
 Xcel Energy Inc. | XEL | 5.89K | $472.9K |
 Welltower Inc. | WELL | 6.03K | $1.37M |
 Cummins Inc. | CMI | 6.09K | $4.35M |
 Consolidated Edison, Inc. | ED | 6.15K | $680.46K |
 Johnson Controls International plc | JCI | 6.23K | $910.88K |
 W. P. Carey Inc. | WPC | 6.25K | $446.83K |
 Zoom Communications, Inc. | ZM | 6.25K | $539.85K |
 M&T Bank Corporation | MTB | 6.26K | $1.49M |
 Citizens Financial Group, Inc. | CFG | 6.27K | $439.33K |
 Iron Mountain Incorporated | IRM | 6.27K | $792.25K |
 Washington Trust Bancorp, Inc. | WASH | 6.29K | $229.43K |
 BP p.l.c. | BP | 6.33K | $233.85K |