Position in JXN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$559,254
-$10,377,057 QoQ
Shares Held
5,462
-94.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#271
of 504 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Edgestream Partners, L.P. holds $7,147,840 across 8 Insurance - Life names. JXN ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
30,074 | $2,688,615 | |
| 2 | AFL |
Aflac Inc
|
6,734 | $789,561 | |
| 3 | PRI |
Primerica, Inc.
|
2,764 | $785,528 | |
| 4 | PRU |
Prudential Financial Inc
|
6,752 | $728,743 | |
| 5 | MET |
Metlife Inc
|
7,062 | $597,515 | |
| 6 | JXN |
Jackson Financial Inc.
This page
|
5,462 | $559,254 | |
| 7 | GL |
Globe Life Inc.
|
2,970 | $530,679 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
9,179 | $467,945 |
All Filings in JXN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,254 | 5,462 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,936,311 | 103,446 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,339,660 | 87,573 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,042,013 | 59,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,765,970 | 98,727 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,678,604 | 91,652 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,690,296 | 88,313 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,846,039 | 20,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,194,308 | 96,880 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,967,503 | 44,867 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,265,241 | 44,243 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $732,711 | 23,937 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||