Position in JXN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$836,116
-$104,579 QoQ
Shares Held
8,166
-8.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 504 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $19,982,006 across 9 Insurance - Life names. JXN ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
69,734 | $8,176,310 | |
| 2 | MET |
Metlife Inc
|
52,634 | $4,453,362 | |
| 3 | UNM |
Unum Group
|
25,910 | $2,316,354 | |
| 4 | PRU |
Prudential Financial Inc
|
14,159 | $1,528,180 | |
| 5 | MFC |
Manulife Financial Corp
|
26,248 | $1,063,305 | |
| 6 | LNC |
Lincoln National Corp
|
28,830 | $1,019,140 | |
| 7 | JXN |
Jackson Financial Inc.
This page
|
8,166 | $836,116 | |
| 8 | PUK |
Prudential PLC
|
14,354 | $384,830 |
All Filings in JXN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,116 | 8,166 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $940,695 | 8,898 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $378,500 | 3,549 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $252,163 | 2,491 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $222,418 | 2,505 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $207,606 | 2,478 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $223,708 | 2,569 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $238,292 | 2,612 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $804,791 | 12,168 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $290,713 | 5,678 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||