Summit Global Investments

Position in JXN — Jackson Financial Inc.

CIK 1697953 BOUNTIFUL, UT

Position in JXN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,255,199

-$43,042 QoQ

Shares Held

12,259

-0.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#184

of 502 holders

Holding Since

Sep 2023

12 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $4,417,852 across 4 Insurance - Life names. JXN ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	13,710	$1,479,720
2	JXN	Jackson Financial Inc. This page	12,259	$1,255,199
3	MFC	Manulife Financial Corp	21,101	$854,801
4	GNW	Genworth Financial Inc	87,448	$828,132

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,255,199	12,259	-0.2%	Shares	Sole	2026-08-03
2026-03-31	$1,298,241	12,280	+1.3%	Shares	Sole	2026-05-07
2025-12-31	$1,293,131	12,125	-7.9%	Shares	Sole	2026-02-18
2025-09-30	$1,332,794	13,166	-10.1%	Shares	Sole	2025-11-03
2025-06-30	$1,300,240	14,644	+7.6%	Shares	Sole	2025-08-12
2025-03-31	$1,139,826	13,605	+13.8%	Shares	Sole	2025-04-07
2024-12-31	$1,041,476	11,960	+52.6%	Shares	Sole	2025-02-11
2024-09-30	$714,969	7,837	-37.1%	Shares	Sole	2024-10-31
2024-06-30	$925,725	12,466	-12.7%	Shares	Sole	2024-07-22
2024-03-31	$944,743	14,284	+22.1%	Shares	Sole	2024-04-29
2023-12-31	$598,732	11,694	+21.9%	Shares	Sole	2024-02-06
2023-09-30	$366,682	9,594	—	Shares	Sole	2023-10-16
No filing history on record for this holder in this stock.