Burgundy Asset Management’s Thomson Reuters TRI Stock Holding History

Burgundy Asset Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$283K	Hold	1,568	–	–	﹤0.01%	105
2025 Q2	$320K	Hold	1,568	–	–	﹤0.01%	106
2025 Q1	$275K	Hold	1,568	–	–	﹤0.01%	107
2024 Q4	$256K	Hold	1,568	–	–	﹤0.01%	101
2024 Q3	$272K	Hold	1,568	–	–	﹤0.01%	103
2024 Q2	$268K	Buy	+1,568	New	+$260K	﹤0.01%	102
2023 Q1	–	Sell	-4,806	Closed	-$578K	–	110
2022 Q4	$578K	Sell	4,806 -2,510	-34%	-$289K	0.01%	99
2022 Q3	$791K	Hold	7,316	–	–	0.01%	96
2022 Q2	$803K	Buy	7,316 +437	+6%	+$46.3K	0.01%	97
2022 Q1	$787K	Buy	6,879 +1,310	+24%	+$146K	0.01%	100
2021 Q4	$700K	Hold	5,569	–	–	0.01%	98
2021 Q3	$649K	Sell	5,569 -779	-12%	-$90.8K	0.01%	102
2021 Q2	$665K	Hold	6,348	–	–	0.01%	104
2021 Q1	$586K	Buy	6,348 +3,442	+118%	+$306K	0.01%	102
2020 Q4	$251K	Buy	+2,906	New	+$249K	﹤0.01%	111
2016 Q1	–	Sell	-906,142	Closed	-$39.8M	–	112
2015 Q4	$39.8M	Sell	906,142 -2,148,290	-70%	-$99.8M	0.44%	63
2015 Q3	$142M	Sell	3,054,432 -486,989	-14%	-$22.2M	1.59%	27
2015 Q2	$156M	Sell	3,541,421 -1,249,873	-26%	-$58.5M	1.7%	27
2015 Q1	$225M	Sell	4,791,294 -237,484	-5%	-$10.9M	2.49%	13
2014 Q4	$236M	Buy	5,028,778 +16,539	+0.3%	+$732K	2.6%	11
2014 Q3	$212M	Buy	5,012,239 +39,782	+0.8%	+$1.72M	2.54%	12
2014 Q2	$210M	Buy	4,972,457 +118,053	+2%	+$4.83M	2.48%	14
2014 Q1	$193M	Buy	4,854,404 +23,110	+0.5%	+$948K	2.35%	15
2013 Q4	$212M	Sell	4,831,294 -36,630	-0.8%	-$1.56M	2.64%	6
2013 Q3	$198M	Buy	4,867,924 +59,371	+1%	+$2.36M	3.1%	2
2013 Q2	$182M	Buy	+4,808,553	New	+$186M	3.1%	2

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

SFC

SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Burgundy Asset Management's TRI Position: Q3 2025 in Review

Burgundy Asset Management held its Thomson Reuters (TRI) position steady in Q3 2025 at 1,568 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Burgundy Asset Management first reported a position in TRI in Q2 2013 and has held it in 26 quarters since. The position peaked at $236M in Q4 2014. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Burgundy Asset Management held 1,568 shares of Thomson Reuters worth $283K as of Q3 2025.
Burgundy Asset Management left its Thomson Reuters share count unchanged in Q3 2025.
Thomson Reuters made up ﹤0.01% of Burgundy Asset Management's portfolio in Q3 2025, its #105 holding.
Burgundy Asset Management first reported a position in Thomson Reuters in Q2 2013 and has held it in 26 quarters since.
Burgundy Asset Management's Thomson Reuters position peaked at $236M in Q4 2014.
521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.