Position in JXN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$874,922
-$75,289 QoQ
Shares Held
8,545
-4.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#228
of 504 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $15,663,365 across 11 Insurance - Life names. JXN ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
40,698 | $3,443,457 | |
| 2 | PRU |
Prudential Financial Inc
|
31,002 | $3,346,045 | |
| 3 | PRI |
Primerica, Inc.
|
8,975 | $2,550,695 | |
| 4 | MFC |
Manulife Financial Corp
|
57,946 | $2,347,392 | |
| 5 | PUK |
Prudential PLC
|
35,433 | $949,958 | |
| 6 | JXN |
Jackson Financial Inc.
This page
|
8,545 | $874,922 | |
| 7 | AFL |
Aflac Inc
|
6,075 | $712,293 | |
| 8 | UNM |
Unum Group
|
7,661 | $684,893 |
All Filings in JXN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,922 | 8,545 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $950,211 | 8,988 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,077,911 | 10,107 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $946,095 | 9,346 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $765,103 | 8,617 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $626,087 | 7,473 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $628,630 | 7,219 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $496,838 | 5,446 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $298,005 | 4,013 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||