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Bearing Point Capital’s TransUnion TRU Stock Holding History

Bearing Point Capital’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,925
Closed -$245K – 191
2025
Q3 		$245K Buy
2,925
+60
+2% +$5.45K 0.04% 156
2025
Q2 		$252K Sell
2,865
-5,176
-64% -$432K 0.05% 149
2025
Q1 		$667K Buy
+8,041
New +$734K 0.14% 104

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Bearing Point Capital's TRU Position: Q4 2025 in Review

Bearing Point Capital sold out of TransUnion (TRU) in Q4 2025, closing a stake of 2,925 shares — an estimated $245K sold.

Bearing Point Capital first reported a position in TRU in Q1 2025 and held it in 3 quarters. The position peaked at $667K in Q1 2025. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • Bearing Point Capital reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • Bearing Point Capital sold 2,925 TransUnion shares in Q4 2025, an estimated $245K.
  • Bearing Point Capital first reported a position in TransUnion in Q1 2025 and held it in 3 quarters.
  • Bearing Point Capital's TransUnion position peaked at $667K in Q1 2025.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Bearing Point Capital's 13F filing for Q4 2025, filed 10 Feb 2026.