Position in JXN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$14,539
-$473 QoQ
Shares Held
142
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#432
of 504 holders
Holding Since
Jun 2024
8 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, 2026True Wealth Design, LLC holds $440,205 across 16 Insurance - Life names. JXN ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
703 | $125,612 | |
| 2 | UNM |
Unum Group
|
970 | $86,718 | |
| 3 | PRU |
Prudential Financial Inc
|
596 | $64,326 | |
| 4 | MET |
Metlife Inc
|
629 | $53,219 | |
| 5 | PRI |
Primerica, Inc.
|
127 | $36,093 | |
| 6 | AFL |
Aflac Inc
|
148 | $17,353 | |
| 7 | JXN |
Jackson Financial Inc.
This page
|
142 | $14,539 | |
| 8 | LNC |
Lincoln National Corp
|
369 | $13,044 |
All Filings in JXN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,539 | 142 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $15,012 | 142 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,878 | 102 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,555 | 45 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,219 | 25 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $921 | 11 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $3,831 | 42 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $876,713 | 11,806 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||