Zurich Insurance Group’s Franklin Templeton BEN Stock Holding History

Zurich 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	-54,700	Closed	-$1.3M	–	276
2025 Q2	$1.3M	Hold	54,700	–	–	0.01%	229
2025 Q1	$1.05M	Hold	54,700	–	–	0.01%	240
2024 Q4	$1.11M	Hold	54,700	–	–	0.01%	219
2024 Q3	$1.1M	Hold	54,700	–	–	0.01%	206
2024 Q2	$1.22M	Hold	54,700	–	–	0.01%	205
2024 Q1	$1.54M	Buy	+54,700	New	+$1.51M	0.01%	196
2023 Q1	–	Sell	-53,500	Closed	-$1.41M	–	253
2022 Q4	$1.41M	Hold	53,500	–	–	0.02%	155
2022 Q3	$1.15M	Hold	53,500	–	–	0.02%	169
2022 Q2	$1.25M	Hold	53,500	–	–	0.02%	178
2022 Q1	$1.49M	Hold	53,500	–	–	0.02%	158
2021 Q4	$1.79M	Hold	53,500	–	–	0.02%	138
2021 Q3	$1.59M	Buy	+53,500	New	+$1.67M	0.02%	150
2018 Q1	–	Sell	-52,209	Closed	-$2.26M	–	513
2017 Q4	$2.26M	Buy	52,209 +6,407	+14%	+$277K	0.05%	405
2017 Q3	$2.04M	Sell	45,802 -1,044	-2%	-$45.8K	0.06%	367
2017 Q2	$2.1M	Sell	46,846 -936	-2%	-$40K	0.06%	382
2017 Q1	$2.01M	Sell	47,782 -19,936	-29%	-$827K	0.06%	343
2016 Q4	$2.68M	Sell	67,718 -3,584	-5%	-$134K	0.08%	282
2016 Q3	$2.54M	Buy	+71,302	New	+$2.52M	0.09%	268

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Zurich Insurance Group sold out of Franklin Templeton (BEN) in Q3 2025, closing a stake of 54,700 shares — an estimated $1.3M sold.

Zurich Insurance Group first reported a position in BEN in Q3 2016 and held it in 18 quarters. The position peaked at $2.68M in Q4 2016. 591 funds tracked by Wall St. Rank hold BEN as of Q3 2025.

Zurich Insurance Group reported no remaining Franklin Templeton position as of Q3 2025 after selling out during the quarter.
Zurich Insurance Group sold 54,700 Franklin Templeton shares in Q3 2025, an estimated $1.3M.
Zurich Insurance Group first reported a position in Franklin Templeton in Q3 2016 and held it in 18 quarters.
Zurich Insurance Group's Franklin Templeton position peaked at $2.68M in Q4 2016.
591 funds tracked by Wall St. Rank held Franklin Templeton as of Q3 2025.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.