Position in JXN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,314,041
-$196,295 QoQ
Shares Held
237,465
+2.4% QoQ
Ownership
0.351%
of shares outstanding
% of Portfolio
8.02%
of 13F equity value
Holder Rank
#45
of 504 holders
Holding Since
Dec 2024
7 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, 2026Four Tree Island Advisory LLC holds $28,099,634 across 2 Insurance - Life names. JXN ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
This page
|
237,465 | $24,314,041 | |
| 2 | BHF |
Brighthouse Financial, Inc.
|
59,804 | $3,785,593 |
All Filings in JXN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,314,041 | 237,465 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $24,510,336 | 231,842 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,114,311 | 226,107 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $22,670,154 | 223,947 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $19,227,740 | 216,553 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,516,551 | 232,950 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,298,408 | 221,617 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||