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Shell Asset Management’s Thomson Reuters TRI Stock Holding History

Shell Asset Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.94M Sell
18,636
-23,022
-55% -$4.29M 0.3% 59
2025
Q2 		$8.49M Buy
41,658
+11,131
+36% +$2.12M 0.29% 58
2025
Q1 		$5.35M Sell
30,527
-847
-3% -$146K 0.25% 70
2024
Q4 		$5.11M Buy
31,374
+4,727
+18% +$796K 0.22% 75
2024
Q3 		$4.62M Buy
+26,647
New +$4.5M 0.2% 94
2024
Q1 		$4.33M Sell
25,282
-69
-0.3% -$10.7K 0.2% 90
2023
Q4 		$3.78M Sell
25,351
-5,916
-19% -$799K 0.17% 117
2023
Q3 		$3.9M Sell
31,267
-787
-2% -$104K 0.16% 127
2023
Q2 		$4.4M Sell
32,054
-4,899
-13% -$657K 0.17% 119
2023
Q1 		$5.21M Buy
36,953
+664
+2% +$84.7K 0.22% 97
2022
Q4 		$4.36M Sell
36,289
-6,201
-15% -$715K 0.19% 123
2022
Q3 		$4.62M Sell
42,490
-9,111
-18% -$1.06M 0.18% 121
2022
Q2 		$5.66M Sell
51,601
-6,754
-12% -$715K 0.17% 136
2022
Q1 		$6.68M Buy
58,355
+380
+0.7% +$42.4K 0.16% 139
2021
Q4 		$7.32M Sell
57,975
-11,148
-16% -$1.39M 0.15% 145
2021
Q3 		$8.05M Sell
69,123
-9,404
-12% -$1.1M 0.18% 129
2021
Q2 		$8.23M Buy
78,527
+16,418
+26% +$1.65M 0.16% 143
2021
Q1 		$5.73M Buy
62,109
+45,752
+280% +$4.07M 0.11% 202
2020
Q4 		$1.41M Buy
16,357
+7,270
+80% +$623K 0.03% 442
2020
Q3 		$762K Buy
9,087
+474
+6% +$36.9K 0.02% 526
2020
Q2 		$615K Sell
8,613
-25,245
-75% -$1.83M 0.02% 573
2020
Q1 		$2.4M Sell
33,858
-61,880
-65% -$4.82M 0.07% 280
2019
Q4 		$7.23M Sell
95,738
-4,749
-5% -$346K 0.16% 171
2019
Q3 		$7.08M Sell
100,487
-3,698
-4% -$263K 0.16% 161
2019
Q2 		$7.1M Sell
104,185
-3,147
-3% -$208K 0.16% 168
2019
Q1 		$6.69M Sell
107,332
-1,708
-2% -$95.4K 0.15% 178
2018
Q4 		$5.55M Buy
109,040
+2,197
+2% +$118K 0.14% 186
2018
Q3 		$5.65M Sell
106,843
-775
-0.7% -$38.8K 0.11% 218
2018
Q2 		$5.04M Sell
107,618
-50,452
-32% -$2.32M 0.1% 232
2018
Q1 		$7.08M Hold
158,070
– – 0.14% 186
2017
Q4 		$8.02M Buy
158,070
+431
+0.3% +$22.5K 0.16% 170
2017
Q3 		$10.5M Sell
157,639
-2,765
-2% -$148K 0.23% 123
2017
Q2 		$11.2M Sell
160,404
-7,583
-5% -$389K 0.24% 118
2017
Q1 		$11.2M Buy
167,987
+57,906
+53% +$2.96M 0.25% 114
2016
Q4 		$7.51M Sell
110,081
-26,885
-20% -$1.31M 0.18% 158
2016
Q3 		$8.62M Sell
136,966
-49,548
-27% -$2.4M 0.18% 154
2016
Q2 		$11.3M Sell
186,514
-17,593
-9% -$838K 0.26% 94
2016
Q1 		$12.5M Buy
204,107
+13,787
+7% +$593K 0.3% 87
2015
Q4 		$11.6M Buy
190,320
+96,083
+102% +$4.47M 0.27% 92
2015
Q3 		$4.46M Sell
94,237
-150,973
-62% -$6.88M 0.07% 244
2015
Q2 		$13.5M Sell
245,210
-50,872
-17% -$2.38M 0.27% 91
2015
Q1 		$17.6M Buy
296,082
+107,195
+57% +$4.92M 0.31% 77
2014
Q4 		$10.3M Buy
188,887
+94,650
+100% +$4.19M 0.16% 146
2014
Q3 		$4.46M Sell
94,237
-3,459
-4% -$150K 0.07% 252
2014
Q2 		$4.41M Sell
97,696
-7,716
-7% -$316K 0.07% 261
2014
Q1 		$4.62M Buy
105,412
+11,815
+13% +$485K 0.08% 245
2013
Q4 		$4.36M Sell
93,597
-14,446
-13% -$616K 0.07% 246
2013
Q3 		$4.52M Sell
108,043
-2,222
-2% -$88.4K 0.08% 261
2013
Q2 		$4.39M Buy
+110,265
New +$4.27M 0.08% 260

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Shell Asset Management's TRI Position: Q3 2025 in Review

Shell Asset Management reduced its Thomson Reuters (TRI) stake by 55% in Q3 2025, selling an estimated $4.29M and leaving 18,636 shares worth $2.94M. The position accounts for 0.3% of the portfolio, ranked #59.

Shell Asset Management first reported a position in TRI in Q2 2013 and has held it in 49 quarters since. The position peaked at $17.6M in Q1 2015. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • Shell Asset Management held 18,636 shares of Thomson Reuters worth $2.94M as of Q3 2025.
  • Shell Asset Management sold 23,022 Thomson Reuters shares in Q3 2025, an estimated $4.29M.
  • Thomson Reuters made up 0.3% of Shell Asset Management's portfolio in Q3 2025, its #59 holding.
  • Shell Asset Management first reported a position in Thomson Reuters in Q2 2013 and has held it in 49 quarters since.
  • Shell Asset Management's Thomson Reuters position peaked at $17.6M in Q1 2015.
  • 522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.