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Disclosery

Franklin Resources: USIG position timeline

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

Franklin Resources held 4,958,041 USIG 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 4,958,041 shares
    Change vs previous 13F +39,116 shares

    0.04% of the 13F portfolio, value $254,297,923.

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

    • FRANKLIN RESOURCES INC: 4,953,875 shares
    • Clearbridge Investments, LLC: 4,166 shares

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

  2. period ended2026-03-31
    13F 4,918,925 shares
    Change vs previous 13F -15,350 shares

    0.06% of the 13F portfolio, value $251,996,528.

    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 4,934,275 shares
    Change vs previous 13F +124,134 shares

    0.06% of the 13F portfolio, value $255,447,417.

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

    • FRANKLIN RESOURCES INC: 4,934,275 shares
    • Clearbridge Investments, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 4,810,141 shares
    Change vs previous 13F -175,609 shares

    0.05% of the 13F portfolio, value $251,185,564.

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

    • FRANKLIN RESOURCES INC: 4,806,225 shares
    • Clearbridge Investments, LLC: 3,916 shares

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

  5. period ended2025-06-30
    13F 4,985,750 shares
    Change vs previous 13F +415,425 shares

    0.07% of the 13F portfolio, value $256,466,980.

    13F-HR 0000038777-25-000153 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).

  6. period ended2025-03-31
    13F 4,570,325 shares
    Change vs previous 13F +65,447 shares

    0.07% of the 13F portfolio, value $233,452,201.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 4,570,325 shares
    • Clearbridge Investments, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 4,504,878 shares
    Change vs previous 13F +1,767,926 shares

    0.05% of the 13F portfolio, value $226,505,266.

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

    • FRANKLIN RESOURCES INC: 4,494,500 shares
    • Clearbridge Investments, LLC: 10,378 shares

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

  8. period ended2024-09-30
    13F/A 2,736,952 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $141,645,796.

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

    • FRANKLIN RESOURCES INC: 2,726,675 shares
    • Clearbridge Investments, LLC: 10,277 shares

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