Wesleyan Assurance Society’s Jackson Financial JXN Stock Holding History

Wesleyan Assurance Society’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	$6.52M	Hold	61,700	–	–	0.39%	55
2025 Q4	$6.58M	Hold	61,700	–	–	0.38%	59
2025 Q3	$6.25M	Sell	61,700 -700	-1%	-$65.4K	0.37%	59
2025 Q2	$5.54M	Sell	62,400 -27,032	-30%	-$2.19M	0.36%	62
2025 Q1	$7.49M	Hold	89,432	–	–	0.56%	48
2024 Q4	$7.78M	Hold	89,432	–	–	0.6%	47
2024 Q3	$8.15M	Sell	89,432 -1,500	-2%	-$125K	0.65%	43
2024 Q2	$6.75M	Hold	90,932	–	–	0.58%	46
2024 Q1	$6.01M	Hold	90,932	–	–	0.53%	50
2023 Q4	$4.65M	Hold	90,932	–	–	0.46%	56
2023 Q3	$3.47M	Hold	90,932	–	–	0.39%	66
2023 Q2	$2.78M	Hold	90,932	–	–	0.3%	73
2023 Q1	$3.4M	Hold	90,932	–	–	0.39%	66
2022 Q4	$3.16M	Hold	90,932	–	–	0.39%	68
2022 Q3	$2.52M	Hold	90,932	–	–	0.39%	69
2022 Q2	$2.43M	Hold	90,932	–	–	0.35%	72
2022 Q1	$4.02M	Hold	90,932	–	–	0.49%	64
2021 Q4	$3.8M	Sell	90,932 -4,649	-5%	-$152K	0.45%	65
2021 Q3	$2.48M	Buy	+95,581	New	+$2.6M	0.32%	72

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

Wesleyan Assurance Society's JXN Position: Q1 2026 in Review

Wesleyan Assurance Society held its Jackson Financial (JXN) position steady in Q1 2026 at 61,700 shares worth $6.52M. The position accounts for 0.39% of the portfolio, ranked #55.

Wesleyan Assurance Society first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.15M in Q3 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Wesleyan Assurance Society held 61,700 shares of Jackson Financial worth $6.52M as of Q1 2026.
Wesleyan Assurance Society left its Jackson Financial share count unchanged in Q1 2026.
Jackson Financial made up 0.39% of Wesleyan Assurance Society's portfolio in Q1 2026, its #55 holding.
Wesleyan Assurance Society first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
Wesleyan Assurance Society's Jackson Financial position peaked at $8.15M in Q3 2024.
512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Wesleyan Assurance Society's 13F filing for Q1 2026, filed 29 Apr 2026.