Position in JXN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$421,555,704
-$7,704,496 QoQ
Shares Held
4,117,157
+1.4% QoQ
Ownership
6.08%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4
of 504 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,399,325,666 across 18 Insurance - Life names. JXN ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,190,673 | $608,402,839 | |
| 2 | AFL |
Aflac Inc
|
4,586,923 | $537,816,720 | |
| 3 | GL |
Globe Life Inc.
|
2,393,372 | $427,647,705 | |
| 4 | PRU |
Prudential Financial Inc
|
3,909,820 | $421,986,871 | |
| 5 | JXN |
Jackson Financial Inc.
This page
|
4,117,157 | $421,555,704 | |
| 6 | UNM |
Unum Group
|
4,137,367 | $369,880,609 | |
| 7 | MFC |
Manulife Financial Corp
|
8,317,286 | $336,933,254 | |
| 8 | LNC |
Lincoln National Corp
|
8,571,956 | $303,018,642 |
All Filings in JXN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,555,704 | 4,117,157 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $429,260,200 | 4,060,350 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $431,037,703 | 4,041,610 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $404,408,684 | 3,994,949 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $353,091,191 | 3,976,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $346,019,608 | 4,130,098 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $383,051,508 | 4,398,846 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $419,935,611 | 4,603,043 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $332,041,334 | 4,471,335 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $284,913,723 | 4,307,737 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $213,809,662 | 4,175,970 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $144,330,375 | 3,776,305 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $107,673,887 | 3,517,605 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $105,577,415 | 2,822,171 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,806,601 | 1,862,794 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $27,505,882 | 991,203 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,294,097 | 160,527 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,457,149 | 78,163 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,305,406 | 79,020 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,133,352 | 82,052 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||