ClearBridge Investments’s Thomson Reuters TRI Stock Holding History

ClearBridge Investments’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
2026 Q2	$63.5M	Buy	777,571 +285,489	+58%	+$24.9M	0.05%	295
2026 Q1	$45M	Buy	492,082 +261,541	+113%	+$27.6M	0.04%	324
2025 Q4	$30.9M	Buy	+230,541	New	+$33.4M	0.02%	388
2025 Q3	–	Sell	-715,443	Closed	-$146M	–	748
2025 Q2	$146M	Sell	715,443 -312,009	-30%	-$59.4M	0.12%	169
2025 Q1	$180M	Sell	1,027,452 -327,315	-24%	-$56.5M	0.16%	142
2024 Q4	$221M	Sell	1,354,767 -16,059	-1%	-$2.71M	0.18%	126
2024 Q3	$238M	Sell	1,370,826 -65,352	-5%	-$11M	0.19%	119
2024 Q2	$246M	Buy	1,436,178 +123,235	+9%	+$20.4M	0.2%	118
2024 Q1	$208M	Buy	1,312,943 +49,589	+4%	+$7.72M	0.16%	138
2023 Q4	$188M	Buy	1,263,354 +254,284	+25%	+$34.3M	0.16%	145
2023 Q3	$125M	Sell	1,009,070 -74,456	-7%	-$9.81M	0.12%	185
2023 Q2	$149M	Sell	1,083,526 -281,366	-21%	-$37.8M	0.13%	159
2023 Q1	$187M	Sell	1,364,892 -36,537	-3%	-$4.66M	0.18%	137
2022 Q4	$168M	Sell	1,401,429 -178,644	-11%	-$20.6M	0.17%	137
2022 Q3	$171M	Sell	1,580,073 -398,362	-20%	-$46.2M	0.17%	133
2022 Q2	$217M	Sell	1,978,435 -123,437	-6%	-$13.1M	0.2%	122
2022 Q1	$241M	Sell	2,101,872 -16,883	-0.8%	-$1.88M	0.18%	131
2021 Q4	$267M	Buy	2,118,755 +267,510	+14%	+$33.3M	0.18%	123
2021 Q3	$216M	Sell	1,851,245 -128,552	-6%	-$15M	0.15%	146
2021 Q2	$207M	Sell	1,979,797 -100,199	-5%	-$10M	0.14%	152
2021 Q1	$192M	Sell	2,079,996 -47,177	-2%	-$4.2M	0.14%	148
2020 Q4	$184M	Buy	2,127,173 +130,227	+7%	+$11.2M	0.14%	143
2020 Q3	$168M	Buy	1,996,946 +378,855	+23%	+$29.5M	0.14%	136
2020 Q2	$116M	Buy	1,618,091 +141,608	+10%	+$10.2M	0.1%	172
2020 Q1	$106M	Buy	1,476,483 +525,522	+55%	+$40.9M	0.11%	159
2019 Q4	$71.7M	Buy	950,961 +292,900	+45%	+$21.3M	0.06%	258
2019 Q3	$46.4M	Buy	+658,061	New	+$46.7M	0.04%	326
2018 Q2	–	Sell	-9	Closed	-$1K	–	1197
2018 Q1	$1K	Buy	+9	New	+$430	﹤0.01%	1161

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments's TRI Position: Q2 2026 in Review

ClearBridge Investments increased its Thomson Reuters (TRI) stake by 58% in Q2 2026, buying an estimated $24.9M and bringing the position to 777,571 shares worth $63.5M. The position accounts for 0.05% of the portfolio, ranked #295.

ClearBridge Investments first reported a position in TRI in Q1 2018 and has held it in 28 quarters since. The position peaked at $267M in Q4 2021. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

ClearBridge Investments held 777,571 shares of Thomson Reuters worth $63.5M as of Q2 2026.
ClearBridge Investments bought 285,489 Thomson Reuters shares in Q2 2026, an estimated $24.9M.
Thomson Reuters made up 0.05% of ClearBridge Investments's portfolio in Q2 2026, its #295 holding.
ClearBridge Investments first reported a position in Thomson Reuters in Q1 2018 and has held it in 28 quarters since.
ClearBridge Investments's Thomson Reuters position peaked at $267M in Q4 2021.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.