NAPLES GLOBAL ADVISORS, LLC

Position in JXN — Jackson Financial Inc.

CIK 1582151 NAPLES, FL

Position in JXN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,085,361

-$132,761 QoQ

Shares Held

39,900

+0.0% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#115

of 502 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $13,392,351 across 6 Insurance - Life names. JXN ranks #1 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc. This page	39,900	$4,085,361
2	UNM	Unum Group	34,597	$3,092,971
3	LNC	Lincoln National Corp	63,156	$2,232,564
4	PRU	Prudential Financial Inc	17,937	$1,935,940
5	AFL	Aflac Inc	15,361	$1,801,077
6	MET	Metlife Inc	2,889	$244,438

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,085,361	39,900	+0.0%	Shares	Sole	2026-07-23
2026-03-31	$4,218,122	39,899	-1.4%	Shares	Sole	2026-04-20
2025-12-31	$4,314,845	40,458	+2.5%	Shares	Sole	2026-02-04
2025-09-30	$3,994,738	39,462	+1.4%	Shares	Sole	2025-10-30
2025-06-30	$3,454,463	38,906	-1.4%	Shares	Sole	2025-07-18
2025-03-31	$3,304,199	39,439	-0.5%	Shares	Sole	2025-04-10
2024-12-31	$3,451,677	39,638	-4.9%	Shares	Sole	2025-01-29
2024-09-30	$3,803,105	41,687	-0.7%	Shares	Sole	2024-10-24
2024-06-30	$3,116,098	41,962	-3.8%	Shares	Sole	2024-07-18
2024-03-31	$2,884,431	43,611	-2.0%	Shares	Sole	2024-04-29
2023-12-31	$2,278,860	44,509	-4.4%	Shares	Sole	2024-01-11
2023-09-30	$1,779,446	46,558	+2.0%	Shares	Sole	2023-10-16
2023-06-30	$1,397,101	45,642	-4.5%	Shares	Sole	2023-07-17
2023-03-31	$1,788,833	47,817	-0.6%	Shares	Sole	2023-04-17
2022-12-31	$1,673,642	48,107	+28.6%	Shares	Sole	2023-04-17
2022-09-30	$1,037,850	37,400	+12.1%	Shares	Sole	2022-10-20
2022-06-30	$892,781	33,375	+46.2%	Shares	Sole	2022-08-11
2022-03-31	$1,009,549	22,825	+16.3%	Shares	Sole	2022-04-28
2021-12-31	$820,913	19,625	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.