Meritage Group’s TransUnion TRU Stock Holding History

Meritage Group’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	$251M	Sell	3,632,870 -1,701,618	-32%	-$130M	9.49%	3
2025 Q4	$457M	Sell	5,334,488 -133,575	-2%	-$11M	14.23%	2
2025 Q3	$458M	Sell	5,468,063 -450,259	-8%	-$40.9M	13.08%	4
2025 Q2	$521M	Buy	5,918,322 +1,639,949	+38%	+$137M	14.27%	2
2025 Q1	$355M	Hold	4,278,373	–	–	9.76%	3
2024 Q4	$397M	Hold	4,278,373	–	–	9.46%	1
2024 Q3	$448M	Sell	4,278,373 -913,601	-18%	-$82.4M	10.47%	1
2024 Q2	$385M	Buy	5,191,974 +44,464	+0.9%	+$3.32M	9.78%	2
2024 Q1	$411M	Buy	5,147,510 +117,086	+2%	+$8.58M	9.67%	2
2023 Q4	$346M	Buy	5,030,424 +1,815,540	+56%	+$111M	7.96%	3
2023 Q3	$231M	Sell	3,214,884 -41,166	-1%	-$3.23M	5.48%	8
2023 Q2	$255M	Buy	+3,256,050	New	+$225M	7.11%	7

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

Meritage Group's TRU Position: Q1 2026 in Review

Meritage Group reduced its TransUnion (TRU) stake by 32% in Q1 2026, selling an estimated $130M and leaving 3,632,870 shares worth $251M. The position accounts for 9.49% of the portfolio, ranked #3.

Meritage Group first reported a position in TRU in Q2 2023 and has held it in 12 quarters since. The position peaked at $521M in Q2 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Meritage Group held 3,632,870 shares of TransUnion worth $251M as of Q1 2026.
Meritage Group sold 1,701,618 TransUnion shares in Q1 2026, an estimated $130M.
TransUnion made up 9.49% of Meritage Group's portfolio in Q1 2026, its #3 holding.
Meritage Group first reported a position in TransUnion in Q2 2023 and has held it in 12 quarters since.
Meritage Group's TransUnion position peaked at $521M in Q2 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Meritage Group's 13F filing for Q1 2026, filed 14 May 2026.