Zurich Insurance Group’s Franklin Resources BEN Stock Holding History

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