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
2025 Q2	–	Sell	-200,000	Closed	-$1.85M	–	32
2025 Q1	$1.85M	Buy	+200,000	New	+$2.14M	1.16%	25
2024 Q3	–	Sell	-25,000	Closed	-$329K	–	39
2024 Q2	$329K	Buy	+25,000	New	+$460K	0.21%	35

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Asset Management's MAX Position: Q2 2026 in Review

Jacobs Asset Management reduced its MediaAlpha (MAX) stake by 0.51% in Q2 2026, selling an estimated $44.2K and leaving 919,761 shares worth $11.6M. The position accounts for 7.27% of the portfolio, ranked #4.

Jacobs Asset Management first reported a position in MAX in Q4 2021 and has held it in 19 quarters since. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Jacobs Asset Management held 919,761 shares of MediaAlpha worth $11.6M as of Q2 2026.
Jacobs Asset Management sold 4,682 MediaAlpha shares in Q2 2026, an estimated $44.2K.
MediaAlpha made up 7.27% of Jacobs Asset Management's portfolio in Q2 2026, its #4 holding.
Jacobs Asset Management first reported a position in MediaAlpha in Q4 2021 and has held it in 19 quarters since.
153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Jacobs Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.