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Vienna Insurance Group’s Franklin Resources BEN Stock Holding History

Vienna Insurance Group’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
2025
Q3 		– Sell
-44,971
Closed -$1.07M – 38
2025
Q2 		$1.07M Sell
44,971
-9,853
-18% -$203K 0.67% 21
2025
Q1 		$1.06M Sell
54,824
-4,137
-7% -$82.9K 0.58% 69
2024
Q4 		$1.2M Buy
58,961
+1,140
+2% +$24K 0.7% 36
2024
Q3 		$1.17M Buy
57,821
+6,033
+12% +$130K 0.5% 90
2024
Q2 		$1.16M Buy
51,788
+4,732
+10% +$114K 0.45% 87
2024
Q1 		$1.32M Sell
47,056
-4,196
-8% -$116K 0.52% 74
2023
Q4 		$1.53M Sell
51,252
-9,488
-16% -$236K 0.7% 26
2023
Q3 		$1.49M Buy
60,740
+8,482
+16% +$229K 0.67% 80
2023
Q2 		$1.4M Buy
52,258
+27,026
+107% +$698K 0.65% 63
2023
Q1 		$680K Buy
+25,232
New +$737K 0.4% 81
2020
Q1 		– Sell
-51,798
Closed -$1.35M – 21
2019
Q4 		$1.35M Sell
51,798
-5,480
-10% -$149K 1.25% 60
2019
Q3 		$1.65M Buy
57,278
+10,431
+22% +$319K 1.4% 56
2019
Q2 		$1.63M Sell
46,847
-1,202
-3% -$40.9K 1.67% 38
2019
Q1 		$1.59M Sell
48,049
-25,504
-35% -$805K 1.67% 41
2018
Q4 		$2.18M Buy
73,553
+48,185
+190% +$1.48M 1.68% 10
2018
Q3 		$771K Buy
25,368
+1,503
+6% +$48.4K 0.51% 65
2018
Q2 		$765K Buy
23,865
+4,757
+25% +$159K 0.53% 50
2018
Q1 		$663K Buy
19,108
+288
+2% +$11.7K 0.44% 66
2017
Q4 		$815K Buy
+18,820
New +$815K 0.49% 64

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vienna Insurance Group's BEN Position: Q3 2025 in Review

Vienna Insurance Group sold out of Franklin Resources (BEN) in Q3 2025, closing a stake of 44,971 shares — an estimated $1.07M sold.

Vienna Insurance Group first reported a position in BEN in Q4 2017 and held it in 19 quarters. The position peaked at $2.18M in Q4 2018. 589 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

  • Vienna Insurance Group reported no remaining Franklin Resources position as of Q3 2025 after selling out during the quarter.
  • Vienna Insurance Group sold 44,971 Franklin Resources shares in Q3 2025, an estimated $1.07M.
  • Vienna Insurance Group first reported a position in Franklin Resources in Q4 2017 and held it in 19 quarters.
  • Vienna Insurance Group's Franklin Resources position peaked at $2.18M in Q4 2018.
  • 589 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2025.

Based on Vienna Insurance Group's 13F filing for Q3 2025, filed 3 Nov 2025.