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 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marathon Asset Management (UK)'s TRU Position: Q1 2026 in Review

Marathon Asset Management (UK) increased its TransUnion (TRU) stake by 7.9% in Q1 2026, buying an estimated $3.18M and bringing the position to 569,292 shares worth $39.4M. The position accounts for 1.51% of the portfolio, ranked #26.

Marathon Asset Management (UK) first reported a position in TRU in Q2 2023 and has held it in 12 quarters since. The position peaked at $71.6M in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Marathon Asset Management (UK) held 569,292 shares of TransUnion worth $39.4M as of Q1 2026.
Marathon Asset Management (UK) bought 41,540 TransUnion shares in Q1 2026, an estimated $3.18M.
TransUnion made up 1.51% of Marathon Asset Management (UK)'s portfolio in Q1 2026, its #26 holding.
Marathon Asset Management (UK) first reported a position in TransUnion in Q2 2023 and has held it in 12 quarters since.
Marathon Asset Management (UK)'s TransUnion position peaked at $71.6M in Q3 2024.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q1 2026, filed 24 Apr 2026.