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Heathbridge Capital Management’s Thomson Reuters TRI Stock Holding History

Heathbridge Capital 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
2026
Q1 		$11.8M Buy
+129,174
New +$13.6M 4.29% 10
2018
Q2 		– Sell
-498,104
Closed -$22.3M – 31
2018
Q1 		$22.3M Sell
498,104
-34,468
-6% -$1.65M 4.56% 15
2017
Q4 		$26.9M Buy
532,572
+10,513
+2% +$550K 5.24% 14
2017
Q3 		$27.8M Buy
522,059
+15,683
+3% +$837K 5.6% 11
2017
Q2 		$27.2M Buy
506,376
+2,154
+0.4% +$110K 5.85% 7
2017
Q1 		$25.3M Buy
504,222
+2,499
+0.5% +$128K 6.28% 10
2016
Q4 		$25.5M Sell
501,723
-6,032
-1% -$294K 6.01% 7
2016
Q3 		$24.4M Buy
507,755
+732
+0.1% +$35.4K 6.37% 6
2016
Q2 		$23.8M Sell
507,023
-23,240
-4% -$1.11M 6.63% 6
2016
Q1 		$25M Buy
530,263
+1,896
+0.4% +$81.5K 6.95% 4
2015
Q4 		$24.8M Buy
528,367
+2,732
+0.5% +$127K 6.76% 6
2015
Q3 		$32.7M Buy
525,635
+1,378
+0.3% +$62.8K 6.7% 5
2015
Q2 		$23.2M Buy
524,257
+3,878
+0.7% +$182K 5.96% 11
2015
Q1 		$24.5M Sell
520,379
-53,296
-9% -$2.45M 6.42% 7
2014
Q4 		$26.9M Buy
573,675
+1,551
+0.3% +$68.7K 6.8% 4
2014
Q3 		$24.2M Buy
572,124
+1,207
+0.2% +$52.2K 6.76% 7
2014
Q2 		$24.1M Buy
570,917
+13,528
+2% +$553K 6.14% 8
2014
Q1 		$22.1M Buy
557,389
+43,882
+9% +$1.8M 6.12% 7
2013
Q4 		$22.5M Buy
513,507
+2,758
+0.5% +$118K 6.59% 7
2013
Q3 		$21.4M Buy
510,749
+5,601
+1% +$223K 6.54% 6
2013
Q2 		$19.1M Buy
+505,148
New +$19.5M 6.73% 7

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Heathbridge Capital Management's TRI Position: Q1 2026 in Review

Heathbridge Capital Management opened a new position in Thomson Reuters (TRI) in Q1 2026: 129,174 shares worth $11.8M. The stake represents 4.29% of the portfolio and ranks #10 among its holdings. This is a return to the name: Heathbridge Capital Management previously reported a position in TRI as recently as Q1 2018.

Heathbridge Capital Management first reported a position in TRI in Q2 2013 and has held it in 21 quarters since. The position peaked at $32.7M in Q3 2015. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Heathbridge Capital Management held 129,174 shares of Thomson Reuters worth $11.8M as of Q1 2026.
  • Thomson Reuters was a new Heathbridge Capital Management position in Q1 2026.
  • Thomson Reuters made up 4.29% of Heathbridge Capital Management's portfolio in Q1 2026, its #10 holding.
  • Heathbridge Capital Management first reported a position in Thomson Reuters in Q2 2013 and has held it in 21 quarters since.
  • Heathbridge Capital Management's Thomson Reuters position peaked at $32.7M in Q3 2015.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Heathbridge Capital Management's 13F filing for Q1 2026, filed 14 May 2026.