EFX EQUIFAX INC COM

Ownership history in CONNING INC.  ·  80 quarters on record

AI Ownership Summary

CONNING INC. reported EQUIFAX INC COM (EFX) in 80 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows EFX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONNING INC.'s position in EQUIFAX INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EFX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CONNING INC. held EFX — position size vs. price
% of Fund (quarterly)    EFX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 792 0% 0.01% $203K 2025-10-28 $223.03
2025 Q2 REDUCED 792 -31 -3.8% 0.01% $205K 2025-07-24 $244.25
2025 Q1 UNCHANGED 823 0% 0.01% $200K 2025-04-29 $256.35
2024 Q4 REDUCED 823 -25 -2.9% 0.01% $210K 2025-01-28 $270.47
2024 Q3 UNCHANGED 848 0% 0.01% $249K 2024-10-29 $265.23
2024 Q2 ADDED 848 +38 +4.7% 0.01% $206K 2024-07-26 $268.12
2024 Q1 UNCHANGED 810 0% 0.01% $217K 2024-04-26 $220.09
2023 Q4 REDUCED 810 -376 -31.7% 0.01% $200K 2024-01-30 $244.14
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CONNING INC. and EFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONNING INC. reported owning EFX?

CONNING INC. reported EFX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EFX position in CONNING INC.'s portfolio?

The largest reported portfolio weight for EFX was 0.01% in 2024 Q3.

What is the latest reported EFX position on this page?

The most recent filing on this page is 2025 Q3, when CONNING INC. reported 792 shares, equal to 0.01% of portfolio, with an estimated market value of $203K.

What does the chart on this EFX ownership page compare?

The chart compares CONNING INC.'s quarterly EFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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