MARTINGALE ASSET MANAGEMENT L P

Position in JXN — Jackson Financial Inc.

CIK 936944 BOSTON, MA

Position in JXN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,264,015

-$296,545 QoQ

Shares Held

61,178

-1.4% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#91

of 504 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Financial Services · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $6,264,015 across 1 Insurance - Life name. JXN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JXN	Jackson Financial Inc. This page	61,178	$6,264,015

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,264,015	61,178	-1.4%	Shares	Sole	2026-08-13
2026-03-31	$6,560,560	62,056	+13.2%	Shares	Sole	2026-05-13
2025-12-31	$5,847,512	54,829	+175.8%	Shares	Sole	2026-02-13
2025-09-30	$2,012,351	19,879	+239.6%	Shares	Sole	2025-11-13
2025-06-30	$519,776	5,854	-35.7%	Shares	Sole	2025-08-11
2025-03-31	$762,900	9,106	-55.2%	Shares	Sole	2025-05-14
2024-12-31	$1,768,594	20,310	+13.3%	Shares	Sole	2025-02-13
2024-09-30	$1,634,659	17,918	+22.2%	Shares	Sole	2024-11-14
2024-06-30	$1,088,503	14,658	-23.1%	Shares	Sole	2024-08-12
2024-03-31	$1,260,165	19,053	+107.1%	Shares	Sole	2024-05-14
2023-12-31	$471,142	9,202	-58.0%	Shares	Sole	2024-02-12
2023-09-30	$837,553	21,914	-44.7%	Shares	Sole	2023-11-14
2023-06-30	$1,213,839	39,655	-6.6%	Shares	Sole	2023-08-11
2023-03-31	$1,588,166	42,453	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$1,478,783	42,506	+88.6%	Shares	Sole	2023-02-13
2022-09-30	$625,318	22,534	+19.1%	Shares	Sole	2022-11-14
2022-06-30	$506,083	18,919	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.