Gallagher Fiduciary Advisors’s Jackson Financial JXN Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio JXN Stock Details JXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$841K	Sell	7,958 -818	-9%	-$91.5K	0.03%	92
2025 Q4	$936K	Buy	8,776 +612	+7%	+$60.9K	0.03%	108
2025 Q3	$826K	Sell	8,164 -477	-6%	-$44.6K	0.03%	98
2025 Q2	$767K	Buy	8,641 +1,456	+20%	+$118K	0.03%	113
2025 Q1	$602K	Buy	7,185 +348	+5%	+$30.9K	0.02%	135
2024 Q4	$595K	Buy	6,837 +1,005	+17%	+$98.1K	0.12%	115
2024 Q3	$532K	Buy	5,832 +1,258	+28%	+$105K	0.11%	111
2024 Q2	$340K	Buy	+4,574	New	+$327K	0.08%	136

Other funds holding JXN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gallagher Fiduciary Advisors's JXN Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Jackson Financial (JXN) stake by 9.3% in Q1 2026, selling an estimated $91.5K and leaving 7,958 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #92.

Gallagher Fiduciary Advisors first reported a position in JXN in Q2 2024 and has held it in 8 quarters since. The position peaked at $936K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Gallagher Fiduciary Advisors held 7,958 shares of Jackson Financial worth $841K as of Q1 2026.
Gallagher Fiduciary Advisors sold 818 Jackson Financial shares in Q1 2026, an estimated $91.5K.
Jackson Financial made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #92 holding.
Gallagher Fiduciary Advisors first reported a position in Jackson Financial in Q2 2024 and has held it in 8 quarters since.
Gallagher Fiduciary Advisors's Jackson Financial position peaked at $936K in Q4 2025.
512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.