ESSEX SAVINGS BANK
Q1 2025 Form 13-F
ESSEX, CONNECTICUT
CIK 0001752212
· Institutional investment manager
$406.9M Reported Value Total
Reported value
$406.9M
Quarter over quarter
-0.5%
Holdings
296
Top-10 concentration
34.7%
Filing Structure
Reports holdings for
- Essex Financial Services Inc · File #028-11126 · Q2 2024 – Q4 2025 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Moira B. Martin
Senior Vice President/Senior Trust Officer
Filing Navigation
13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | April 21, 2025 |
| Form | 13F-HR |
| Reported value | $406.9M |
| Positions | 296 |
| Change in reported value | +0.7% |
| New positions | 13 |
| Exited positions | 14 |
| Position turnover | 8.7% |
| Top-10 concentration | 34.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 16, 2026
|
318 | $502.5M |
|
Q2 2026 13F
Filed Jul 23, 2026
|
318 | $462.5M |
|
Q1 2026 13F
Filed Apr 17, 2026
|
305 | $452.0M |
|
Q4 2025 13F
Filed Feb 2, 2026
|
312 | $461.4M |
|
Q3 2025 13F
Filed Nov 4, 2025
|
309 | $444.0M |
|
Q2 2025 13F
Filed Jul 11, 2025
|
310 | $419.6M |
|
Q1 2025 13F
Filed Apr 21, 2025
|
296 | $406.9M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
297 | $404.0M |
|
Q3 2024 13F
Filed Nov 1, 2024
|
282 | $400.7M |
|
Q2 2024 13F
Filed Jul 23, 2024
|
264 | $371.5M |
|
Q1 2024 13F
Filed Apr 22, 2024
|
264 | $344.1M |
|
Q4 2023 13F
Filed Jan 22, 2024
|
264 | $343.8M |
|
Q3 2023 13F
Filed Oct 12, 2023
|
230 | $296.3M |
|
Q2 2023 13F
Filed Jul 19, 2023
|
227 | $299.5M |
|
Q1 2023 13F
Filed Apr 24, 2023
|
223 | $286.3M |
|
Q4 2022 13F
Filed Jan 18, 2023
|
222 | $284.3M |
|
Q3 2022 13F
Filed Oct 19, 2022
|
206 | $251.7M |
|
Q2 2022 13F
Filed Jul 19, 2022
|
212 | $261.7M |
|
Q1 2022 13F
Filed May 3, 2022
|
222 | $302.4M |
|
Q4 2021 13F
Filed Feb 23, 2022
|
223 | $295.0M |
12 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE COMPUTER INC. CMN. | $25.2M | 6.2% |
| 2 | CVX CHEVRON COM | $22.3M | 5.48% |
| 3 | XOM EXXON MOBIL CORPORATION | $21.3M | 5.24% |
| 4 | ADP AUTOMATIC DATA PROCESSING INC - TAXABLE | $13.3M | 3.27% |
| 5 | BRK-A BERKSHIRE HATHAWAY INC DEL | $12.8M | 3.14% |
| 6 | JNJ JOHNSON & JOHNSON COM | $11.5M | 2.83% |
| 7 | MSFT MICROSOFT COM | $11.2M | 2.76% |
| 8 | LLY LILLY ELI & COMPANY | $10.0M | 2.45% |
| 9 | JPM JP MORGAN CHASE & CO COM | $7.2M | 1.76% |
| 10 | AMZN AMAZON COM INC COM | $6.5M | 1.59% |
| 11 | HD HOME DEPOT COM | $6.2M | 1.52% |
| 12 | PG PROCTER & GAMBLE CO. | $5.9M | 1.45% |
| 13 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | $5.8M | 1.43% |
| 14 | V VISA INC COM CL A | $5.3M | 1.29% |
| 15 | IVV ISHARES TR S&P 500 INDEX | $5.3M | 1.29% |
| 16 | NVDA NVIDIA CORP | $5.1M | 1.24% |
| 17 | VOO VANGUARD INDEX FDS S&P 500 ETF SHS | $5.0M | 1.24% |
| 18 | GOOG ALPHABET INC. | $4.9M | 1.2% |
| 19 | VRSK VERISK ANALYTICS INC CL A | $4.7M | 1.14% |
| 20 | AVGO BROADCOM INC | $4.3M | 1.06% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.