Patriot Financial Group Insurance Agency, LLC

Insurance

Position in JXN — Jackson Financial Inc.

CIK 1694883 Westborough, MA

Position in JXN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$229,967

-$870,366 QoQ

Shares Held

2,246

-78.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#354

of 504 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,116,345 across 6 Insurance - Life names. JXN ranks #6 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	13,684	$1,476,914
2	AFL	Aflac Inc	3,809	$446,605
3	UNM	Unum Group	4,608	$411,955
4	MET	Metlife Inc	3,399	$287,589
5	MFC	Manulife Financial Corp	6,500	$263,315
6	JXN	Jackson Financial Inc. This page	2,246	$229,967

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,967	2,246	-78.4%	Shares	Sole	2026-07-16
2026-03-31	$1,100,333	10,408	+119.2%	Shares	Sole	2026-04-22
2025-12-31	$506,374	4,748	-2.7%	Shares	Sole	2026-01-26
2025-09-30	$494,103	4,881	-2.0%	Shares	Sole	2025-10-08
2025-06-30	$442,262	4,981	+27.9%	Shares	Sole	2025-07-21
2025-03-31	$326,239	3,894	+15.9%	Shares	Sole	2025-04-14
2024-12-31	$292,501	3,359	-44.9%	Shares	Sole	2025-01-22
2024-09-30	$555,681	6,091	-21.2%	Shares	Sole	2024-10-24
2024-06-30	$573,732	7,726	-16.6%	Shares	Sole	2024-07-26
2024-03-31	$612,654	9,263	-4.5%	Shares	Sole	2024-04-30
2023-12-31	$496,588	9,699	+5.0%	Shares	Sole	2024-01-19
2023-09-30	$353,038	9,237	+4.9%	Shares	Sole	2023-10-19
2023-06-30	$269,612	8,808	-41.6%	Shares	Sole	2023-07-17
2022-09-30	$418,719	15,089	-4.9%	Shares	Sole	2022-11-01
2022-06-30	$424,228	15,859	+35.1%	Shares	Sole	2022-07-29
2022-03-31	$519,127	11,737	+39.4%	Shares	Sole	2022-05-11
2021-12-31	$352,083	8,417	+802.1%	Shares	Sole	2022-01-10
2021-09-30	$24,258	933	—	Shares	Sole	2021-11-24
No filing history on record for this holder in this stock.