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CCLA Investment Management’s TransUnion TRU Stock Holding History

CCLA Investment Management’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 		$133M Sell
1,548,239
-140,115
-8% -$11.5M 2.13% 18
2025
Q3 		$141M Buy
+1,688,354
New +$153M 2.26% 19
2025
Q1 		$98.6M Buy
1,189,729
+46,624
+4% +$4.26M 1.75% 29
2024
Q4 		$106M Sell
1,143,105
-697,456
-38% -$70.6M 1.68% 33
2024
Q3 		$137M Hold
1,840,561
– – 2.1% 12
2024
Q2 		$137M Sell
1,840,561
-106,635
-5% -$7.96M 2.1% 12
2024
Q1 		$153M Buy
1,947,196
+1,945,340
+104,814% +$143M 2.36% 7
2023
Q4 		$128M Sell
1,856
-1,681,196
-100% -$102M 2.1% 15
2023
Q3 		$121M Buy
1,683,052
+1,435
+0.1% +$113K 2.26% 12
2023
Q2 		$132M Buy
1,681,617
+17,365
+1% +$1.2M 2.35% 9
2023
Q1 		$103M Buy
1,664,252
+5,449
+0.3% +$357K 2.03% 16
2022
Q4 		$94.2M Buy
1,658,803
+307,725
+23% +$18M 2.13% 14
2022
Q3 		$80.5M Buy
+1,351,078
New +$104M 1.94% 19
2022
Q1 		$129M Buy
1,247,673
+98,635
+9% +$10M 2.32% 6
2021
Q4 		$136M Sell
1,149,038
-3,051
-0.3% -$350K 2.23% 10
2021
Q3 		$129M Buy
1,152,089
+8,394
+0.7% +$987K 2.14% 12
2021
Q2 		$126M Buy
1,143,695
+104,787
+10% +$10.9M 1.53% 14
2021
Q1 		$93.5M Buy
1,038,908
+145,816
+16% +$13.2M 1.87% 23
2020
Q4 		$88.5M Buy
+893,092
New +$81.8M 1.99% 20

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

CCLA Investment Management's TRU Position: Q4 2025 in Review

CCLA Investment Management reduced its TransUnion (TRU) stake by 8.3% in Q4 2025, selling an estimated $11.5M and leaving 1,548,239 shares worth $133M. The position accounts for 2.13% of the portfolio, ranked #18.

CCLA Investment Management first reported a position in TRU in Q4 2020 and has held it in 19 quarters since. The position peaked at $153M in Q1 2024. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • CCLA Investment Management held 1,548,239 shares of TransUnion worth $133M as of Q4 2025.
  • CCLA Investment Management sold 140,115 TransUnion shares in Q4 2025, an estimated $11.5M.
  • TransUnion made up 2.13% of CCLA Investment Management's portfolio in Q4 2025, its #18 holding.
  • CCLA Investment Management first reported a position in TransUnion in Q4 2020 and has held it in 19 quarters since.
  • CCLA Investment Management's TransUnion position peaked at $153M in Q1 2024.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.