JAM
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Jacobs Asset Management’s MediaAlpha MAX Stock Holding History

Jacobs Asset Management’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.6M Buy
924,443
+219,144
+31% +$2.16M 5.15% 5
2025
Q4 		$9.13M Sell
705,299
-113,727
-14% -$1.39M 5.09% 7
2025
Q3 		$9.32M Buy
819,026
+20,360
+3% +$225K 5.1% 6
2025
Q2 		$8.75M Buy
798,666
+390,254
+96% +$3.77M 4.98% 8
2025
Q1 		$3.77M Buy
408,412
+51,512
+14% +$550K 2.36% 17
2024
Q4 		$4.03M Buy
356,900
+18,125
+5% +$261K 2.43% 18
2024
Q3 		$6.14M Sell
338,775
-111,225
-25% -$1.77M 4.06% 9
2024
Q2 		$5.93M Buy
450,000
+225,000
+100% +$4.14M 3.76% 11
2024
Q1 		$4.58M Sell
225,000
-93,215
-29% -$1.49M 3.51% 11
2023
Q4 		$3.55M Sell
318,215
-103,997
-25% -$1.03M 2.77% 12
2023
Q3 		$3.49M Sell
422,212
-45,058
-10% -$402K 2.37% 15
2023
Q2 		$4.82M Buy
467,270
+217,270
+87% +$1.96M 3.8% 14
2023
Q1 		$3.75M Sell
250,000
-14,600
-6% -$197K 2.17% 22
2022
Q4 		$2.63M Sell
264,600
-117,288
-31% -$1.29M 1.29% 27
2022
Q3 		$3.34M Sell
381,888
-45,456
-11% -$442K 1.7% 25
2022
Q2 		$4.21M Buy
427,344
+77,344
+22% +$943K 1.97% 25
2022
Q1 		$5.79M Sell
350,000
-24,705
-7% -$346K 2.42% 20
2021
Q4 		$5.79M Buy
+374,705
New +$6.25M 2.63% 20

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Asset Management's MAX Position: Q1 2026 in Review

Jacobs Asset Management increased its MediaAlpha (MAX) stake by 31% in Q1 2026, buying an estimated $2.16M and bringing the position to 924,443 shares worth $8.6M. The position accounts for 5.15% of the portfolio, ranked #5.

Jacobs Asset Management first reported a position in MAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.32M in Q3 2025. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Jacobs Asset Management held 924,443 shares of MediaAlpha worth $8.6M as of Q1 2026.
  • Jacobs Asset Management bought 219,144 MediaAlpha shares in Q1 2026, an estimated $2.16M.
  • MediaAlpha made up 5.15% of Jacobs Asset Management's portfolio in Q1 2026, its #5 holding.
  • Jacobs Asset Management first reported a position in MediaAlpha in Q4 2021 and has held it in 18 quarters since.
  • Jacobs Asset Management's MediaAlpha position peaked at $9.32M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Jacobs Asset Management's 13F filing for Q1 2026, filed 15 May 2026.