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Disclosery

Franklin Resources: HRTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on HRTG, newest first. How the timeline and the estimate are built.

Franklin Resources held 146,818 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,818 shares
    Change vs previous 13F -9,503 shares

    <0.01% of the 13F portfolio, value $3,829,013.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 156,321 shares
    Change vs previous 13F +13,880 shares

    <0.01% of the 13F portfolio, value $4,103,427.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 142,441 shares
    Change vs previous 13F +7,625 shares

    <0.01% of the 13F portfolio, value $4,167,824.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 90,941 shares
    • Brandywine Global Investment Management, LLC: 51,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 134,816 shares
    Change vs previous 13F +44,329 shares

    <0.01% of the 13F portfolio, value $3,394,667.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 81,316 shares
    • Brandywine Global Investment Management, LLC: 53,500 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 90,487 shares
    Change vs previous 13F +44,753 shares

    <0.01% of the 13F portfolio, value $2,256,746.

    13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 35,087 shares
    • Brandywine Global Investment Management, LLC: 55,400 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,734 shares
    Change vs previous 13F -7,787 shares

    <0.01% of the 13F portfolio, value $659,485.

    13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 14,834 shares
    • Brandywine Global Investment Management, LLC: 30,900 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,521 shares
    Change vs previous 13F +29,969 shares

    <0.01% of the 13F portfolio, value $647,604.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 41,121 shares
    • Brandywine Global Investment Management, LLC: 12,400 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 23,552 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,589.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 13,362 shares
    • Brandywine Global Investment Management, LLC: 10,190 shares

    Acceptance time not in the bulk data set (spec §4.2).