Marathon Asset Management (UK)’s TransUnion TRU Stock Holding History

Marathon Asset Management (UK)’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
2026 Q2	$46.3M	Buy	641,352 +72,060	+13%	+$5.05M	1.88%	21
2026 Q1	$39.4M	Buy	569,292 +41,540	+8%	+$3.18M	1.51%	26
2025 Q4	$45.3M	Sell	527,752 -42,724	-7%	-$3.51M	1.74%	24
2025 Q3	$47.8M	Sell	570,476 -175,150	-23%	-$15.9M	1.76%	19
2025 Q2	$65.6M	Buy	745,626 +42,795	+6%	+$3.57M	2.1%	14
2025 Q1	$58.3M	Buy	702,831 +48,347	+7%	+$4.42M	1.78%	16
2024 Q4	$60.7M	Sell	654,484 -28,968	-4%	-$2.93M	1.7%	14
2024 Q3	$71.6M	Sell	683,452 -65,828	-9%	-$5.93M	1.98%	11
2024 Q2	$55.6M	Buy	749,280 +5,410	+0.7%	+$404K	1.74%	19
2024 Q1	$59.4M	Buy	743,870 +3,195	+0.4%	+$234K	1.58%	16
2023 Q4	$50.9M	Buy	740,675 +163,510	+28%	+$9.96M	1.43%	25
2023 Q3	$41.4M	Sell	577,165 -27,761	-5%	-$2.18M	1.29%	31
2023 Q2	$47.4M	Buy	+604,926	New	+$41.9M	1.33%	29

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marathon Asset Management (UK)'s TRU Position: Q2 2026 in Review

Marathon Asset Management (UK) increased its TransUnion (TRU) stake by 13% in Q2 2026, buying an estimated $5.05M and bringing the position to 641,352 shares worth $46.3M. The position accounts for 1.88% of the portfolio, ranked #21.

Marathon Asset Management (UK) first reported a position in TRU in Q2 2023 and has held it in 13 quarters since. The position peaked at $71.6M in Q3 2024. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Marathon Asset Management (UK) held 641,352 shares of TransUnion worth $46.3M as of Q2 2026.
Marathon Asset Management (UK) bought 72,060 TransUnion shares in Q2 2026, an estimated $5.05M.
TransUnion made up 1.88% of Marathon Asset Management (UK)'s portfolio in Q2 2026, its #21 holding.
Marathon Asset Management (UK) first reported a position in TransUnion in Q2 2023 and has held it in 13 quarters since.
Marathon Asset Management (UK)'s TransUnion position peaked at $71.6M in Q3 2024.
521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.