Prem Watsa’s Franklin Templeton, Inc. BEN Stock Holding History

Prem Watsa’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,000,000	Closed	-$22.4M	–	33
2024 Q2	$22.4M	Hold	1,000,000	–	–	1.89%	9
2024 Q1	$28.1M	Hold	1,000,000	–	–	2.29%	8
2023 Q4	$29.8M	Hold	1,000,000	–	–	2.03%	8
2023 Q3	$24.6M	Hold	1,000,000	–	–	1.32%	11
2023 Q2	$26.7M	Hold	1,000,000	–	–	1.42%	10
2023 Q1	$26.9M	Hold	1,000,000	–	–	1.54%	12
2022 Q4	$26.4M	Hold	1,000,000	–	–	0.66%	14
2022 Q3	$21.5M	Hold	1,000,000	–	–	0.55%	15
2022 Q2	$23.3M	Hold	1,000,000	–	–	0.82%	14
2022 Q1	$27.9M	Hold	1,000,000	–	–	0.93%	9
2021 Q4	$33.5M	Hold	1,000,000	–	–	1.07%	8
2021 Q3	$29.7M	Hold	1,000,000	–	–	0.97%	8
2021 Q2	$32M	Hold	1,000,000	–	–	1.03%	8
2021 Q1	$29.6M	Hold	1,000,000	–	–	1.03%	9
2020 Q4	$25M	Hold	1,000,000	–	–	1.11%	9
2020 Q3	$20.3M	Hold	1,000,000	–	–	1.15%	9
2020 Q2	$21M	Hold	1,000,000	–	–	1.32%	9
2020 Q1	$16.7M	Buy	+1,000,000	New	+$23M	1.16%	8

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prem Watsa's BEN Position: Q3 2024 in Review

Prem Watsa sold out of Franklin Templeton, Inc. (BEN) in Q3 2024, closing a stake of 1,000,000 shares — an estimated $22.4M sold.

Prem Watsa first reported a position in BEN in Q1 2020 and held it in 18 quarters. The position peaked at $33.5M in Q4 2021. 557 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

Prem Watsa reported no remaining Franklin Templeton, Inc. position as of Q3 2024 after selling out during the quarter.
Prem Watsa sold 1,000,000 Franklin Templeton, Inc. shares in Q3 2024, an estimated $22.4M.
Prem Watsa first reported a position in Franklin Templeton, Inc. in Q1 2020 and held it in 18 quarters.
Prem Watsa's Franklin Templeton, Inc. position peaked at $33.5M in Q4 2021.
557 funds tracked by Wall St. Rank held Franklin Templeton, Inc. as of Q3 2024.

Based on Fairfax Financial Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.