Kovitz Investment Group Partners
TRI icon

Kovitz Investment Group Partners’s Thomson Reuters TRI Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-1,131
Closed -$231K – 1483
2025
Q2 		$231K Buy
+1,131
New +$215K ﹤0.01% 1234

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Kovitz Investment Group Partners's TRI Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,131 shares — an estimated $231K sold.

Kovitz Investment Group Partners first reported a position in TRI in Q2 2025 and held it in 1 quarter. The position peaked at $231K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,131 Thomson Reuters shares in Q3 2025, an estimated $231K.
  • Kovitz Investment Group Partners first reported a position in Thomson Reuters in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Thomson Reuters position peaked at $231K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.