Donald Smith & Co's JXN Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 1.95 M shares of Jackson Financial Inc. (JXN) worth $208.44 M, representing 3.90% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Donald Smith & Co has maintained a strategic position in JXN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 940,217 shares. Largest reduction occurred in Q4 2024, reducing 444,107 shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Jackson Financial (JXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jackson Financial (JXN) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -10,224 | Reduce 0.52% | 1.95 M | $106.65 |
| Q3 2025 | +265,537 | Add 15.63% | 1.96 M | $101.23 |
| Q2 2025 | +33,040 | Add 1.98% | 1.7 M | $88.79 |
| Q1 2025 | +108,758 | Add 6.98% | 1.67 M | $83.78 |
| Q4 2024 | -444,107 | Reduce 22.19% | 1.56 M | $87.08 |
| Q3 2024 | -173,226 | Reduce 7.97% | 2 M | $91.23 |
| Q2 2024 | -201,854 | Reduce 8.49% | 2.17 M | $74.26 |
| Q1 2024 | +397,287 | Add 20.07% | 2.38 M | $66.14 |
| Q4 2023 | +528,976 | Add 36.48% | 1.98 M | $51.20 |
| Q3 2023 | +50,229 | Add 3.59% | 1.45 M | $38.22 |
| Q2 2023 | +399,067 | Add 39.87% | 1.4 M | $30.61 |
| Q1 2023 | +940,217 | Add 1548.96% | 1 M | $37.41 |
| Q2 2022 | -19,879 | Reduce 24.67% | 60,700 | $26.75 |
| Q1 2022 | +579 | Add 0.72% | 80,579 | $44.23 |
| Q4 2021 | +80,000 | New Buy | 80,000 | $41.82 |
Donald Smith & Co's Jackson Financial Investment FAQs
Donald Smith & Co first purchased Jackson Financial Inc. (JXN) in Q4 2021, acquiring 80,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Jackson Financial Inc. (JXN) for 17 quarters since Q4 2021.
Donald Smith & Co's largest addition to Jackson Financial Inc. (JXN) was in Q1 2023, adding 1,000,917 shares worth $37.44 M.
According to the latest 13F filing for Q4 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 1,954,400 shares of Jackson Financial Inc. (JXN), valued at approximately $208.44 M.
As of the Q4 2025 filing, Jackson Financial Inc. (JXN) represents approximately 3.90% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Jackson Financial Inc. (JXN) was 2,376,476 shares, as reported at the end of Q1 2024.