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EQH · Financial Services · Insurance - Diversified · Market cap $13.26B

5 funds in our archive have pitched Equitable Holdings — most recently Harris Associates U.S. Large Value Strategy in June 2026.

Company profile

Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including educational institutions, municipalities, non-profit entities, and small to mid-sized businesses. Through its Investment Management and Research division, the company offers a broad spectrum of investment management, research, and related services to institutional, retail, and private wealth clients, additionally distributing its specialized research offerings. The Protection Solutions segment delivers a range of life insurance products—such as variable universal, indexed universal, and term life—to affluent individuals and owners of small and medium-sized businesses. This segment also extends group insurance coverage, encompassing life, short- and long-term disability, dental, and vision benefits, to small and medium-sized enterprises. Founded in 1859 and based in New York, New York, the company adopted its current name, Equitable Holdings, Inc., in January 2020, having previously been known as AXA Equitable Holdings, Inc.

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Summarize with Warren AI
3
Reported positions
1
Bought
2
Sold
7
Letters

Position history

Between Q1 2025 and Q2 2026, 3 fund letters reported a position in Equitable Holdings1 opened or added to the position, 2 trimmed or exited.

Fund letters reporting a position in Equitable Holdings, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101
Q1 20262021
Q3 20250001
Q1 20250002

Fund activity · 3 positions · 3 moves

  • New positionHarris Associates U.S. Large Value Strategy
    June 2026
    We were pleased to initiate a position at a meaningful discount to intrinsic value.
    Read the letterEquitable Holdings
  • ExitedBrown Advisory U.S. Value Fund
    March 2026
    We eliminated our position in Equitable Holdings (EQH) near the end of the quarter due to a capital allocation decision that violated our thesis.
    Read the letterEquitable Holdings
  • ExitedBrown Advisory Large-Cap Sustainable Value
    March 2026
    We eliminated our position in Equitable Holdings (EQH) near the end of the quarter due to a capital allocation decision that violated our thesis.
    Read the letterEquitable Holdings

Fund coverage · 5 theses

  • Harris Associates U.S. Large Value Strategy
    June 2026

    Equitable Holdings is attractive for its shift toward fee-based capital-light businesses, merger upside, and low valuation.

    Read the full thesis
  • Diamond Hill Select Fund
    March 2026

    Equitable Holdings is a life and retirement platform that should gain scale, more consistent earnings, and long-term growth from its merger.

    Read the full thesis
  • The London Company Large Cap
    September 2025

    Equitable Holdings, Inc. is a leading U.S. financial services company focused on retirement and wealth management, generating strong cash flow for share repurchases and dividends, while recently enhancing its capital structure and risk profile through a reinsurance transaction.

    Read the full thesis
  • Brown Advisory Large Cap Sustainable Value
    March 2025

    Equitable Holdings (EQH) is positioning itself as a leading player in insurance and asset management, with a focus on sustainable cash flow generation and shareholder returns, while benefitting from a stronger earnings profile through increased ownership in AllianceBernstein.

    Read the full thesis
  • TCW Relative Value Large Cap Fund
    March 2025

    Equitable Holdings is a financial services company focused on life insurance and retirement, undergoing restructuring to emphasize asset and wealth management, which should drive growth and improve valuation multiples.

    Read the full thesis

Read every full thesis on Equitable Holdings

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