Select Equity Group’s TransUnion TRU Stock Holding History

Select Equity 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	$7.97M	Sell	110,466 -15,708	-12%	-$1.1M	0.04%	139
2026 Q1	$8.73M	Buy	+126,174	New	+$9.66M	0.04%	141
2024 Q4	–	Sell	-641,267	Closed	-$67.1M	–	168
2024 Q3	$67.1M	Buy	+641,267	New	+$57.8M	0.24%	72
2022 Q4	–	Sell	-690,769	Closed	-$41.1M	–	202
2022 Q3	$41.1M	Sell	690,769 -4,302,440	-86%	-$331M	0.14%	81
2022 Q2	$399M	Sell	4,993,209 -949,434	-16%	-$81.7M	1.28%	28
2022 Q1	$614M	Sell	5,942,643 -450,396	-7%	-$45.7M	1.99%	15
2021 Q4	$758M	Sell	6,393,039 -166,210	-3%	-$19M	2.07%	14
2021 Q3	$737M	Sell	6,559,249 -239,257	-4%	-$28.1M	2.47%	12
2021 Q2	$747M	Buy	6,798,506 +2,451,759	+56%	+$256M	2.55%	11
2021 Q1	$391M	Buy	4,346,747 +762,859	+21%	+$68.8M	1.42%	25
2020 Q4	$356M	Sell	3,583,888 -205,727	-5%	-$18.8M	1.46%	25
2020 Q3	$319M	Buy	3,789,615 +526,889	+16%	+$45.5M	1.57%	24
2020 Q2	$284M	Buy	+3,262,726	New	+$260M	1.63%	24

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

Select Equity Group's TRU Position: Q2 2026 in Review

Select Equity Group reduced its TransUnion (TRU) stake by 12% in Q2 2026, selling an estimated $1.1M and leaving 110,466 shares worth $7.97M. The position accounts for 0.04% of the portfolio, ranked #139.

Select Equity Group first reported a position in TRU in Q2 2020 and has held it in 13 quarters since. The position peaked at $758M in Q4 2021. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Select Equity Group held 110,466 shares of TransUnion worth $7.97M as of Q2 2026.
Select Equity Group sold 15,708 TransUnion shares in Q2 2026, an estimated $1.1M.
TransUnion made up 0.04% of Select Equity Group's portfolio in Q2 2026, its #139 holding.
Select Equity Group first reported a position in TransUnion in Q2 2020 and has held it in 13 quarters since.
Select Equity Group's TransUnion position peaked at $758M in Q4 2021.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.