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 Q2	$264M	Buy	3,656,097 +23,227	+0.6%	+$1.63M	10.16%	4
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

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

Meritage Group's TRU Position: Q2 2026 in Review

Meritage Group increased its TransUnion (TRU) stake by 0.64% in Q2 2026, buying an estimated $1.63M and bringing the position to 3,656,097 shares worth $264M. The position accounts for 10.16% of the portfolio, ranked #4.

Meritage Group first reported a position in TRU in Q2 2023 and has held it in 13 quarters since. The position peaked at $521M in Q2 2025. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Meritage Group held 3,656,097 shares of TransUnion worth $264M as of Q2 2026.
Meritage Group bought 23,227 TransUnion shares in Q2 2026, an estimated $1.63M.
TransUnion made up 10.16% of Meritage Group's portfolio in Q2 2026, its #4 holding.
Meritage Group first reported a position in TransUnion in Q2 2023 and has held it in 13 quarters since.
Meritage Group's TransUnion position peaked at $521M in Q2 2025.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Meritage Group's 13F filing for Q2 2026, filed 13 Aug 2026.