CSM Advisors, LLC

Position in JXN — Jackson Financial Inc.

CIK 1863523 WARRENDALE, PA

Position in JXN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,831,460

+$1,077,861 QoQ

Shares Held

66,720

+22.6% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#86

of 504 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $17,677,910 across 3 Insurance - Life names. JXN ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABX	Abacus Global Management, Inc.	965,729	$10,342,957
2	JXN	Jackson Financial Inc. This page	66,720	$6,831,460
3	PRU	Prudential Financial Inc	4,665	$503,493

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,831,460	66,720	+22.6%	Shares	Sole	2026-08-14
2026-03-31	$5,753,599	54,423	-21.8%	Shares	Sole	2026-05-15
2025-12-31	$7,425,292	69,623	+5.3%	Shares	Sole	2026-02-11
2025-09-30	$6,696,060	66,147	+13.8%	Shares	Sole	2025-11-14
2025-06-30	$5,159,320	58,107	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.