Tom Gayner’s TransUnion TRU Stock Holding History

Tom Gayner’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	–	Sell	-2,000	Closed	-$172K	–	132
2025 Q4	$172K	Sell	2,000 -99,050	-98%	-$8.14M	﹤0.01%	128
2025 Q3	$8.47M	Hold	101,050	–	–	0.07%	110
2025 Q2	$8.89M	Hold	101,050	–	–	0.08%	106
2025 Q1	$8.39M	Hold	101,050	–	–	0.07%	112
2024 Q4	$9.37M	Hold	101,050	–	–	0.08%	108
2024 Q3	$10.6M	Hold	101,050	–	–	0.1%	105
2024 Q2	$7.49M	Hold	101,050	–	–	0.07%	108
2024 Q1	$8.06M	Hold	101,050	–	–	0.08%	104
2023 Q4	$6.94M	Hold	101,050	–	–	0.08%	104
2023 Q3	$7.25M	Hold	101,050	–	–	0.09%	103
2023 Q2	$7.92M	Hold	101,050	–	–	0.09%	102
2023 Q1	$6.28M	Hold	101,050	–	–	0.08%	104
2022 Q4	$5.73M	Buy	101,050 +2,000	+2%	+$117K	0.08%	106
2022 Q3	$5.89M	Buy	99,050 +2,500	+3%	+$192K	0.09%	101
2022 Q2	$7.72M	Buy	96,550 +500	+0.5%	+$43K	0.11%	97
2022 Q1	$9.93M	Buy	96,050 +1,550	+2%	+$157K	0.12%	93
2021 Q4	$11.2M	Hold	94,500	–	–	0.13%	90
2021 Q3	$10.6M	Hold	94,500	–	–	0.13%	90
2021 Q2	$10.4M	Hold	94,500	–	–	0.13%	92
2021 Q1	$8.51M	Hold	94,500	–	–	0.12%	95
2020 Q4	$9.38M	Hold	94,500	–	–	0.14%	91
2020 Q3	$7.95M	Hold	94,500	–	–	0.13%	90
2020 Q2	$8.22M	Hold	94,500	–	–	0.15%	88
2020 Q1	$6.25M	Buy	94,500 +7,500	+9%	+$648K	0.12%	104
2019 Q4	$7.45M	Buy	87,000 +11,000	+14%	+$916K	0.1%	113
2019 Q3	$6.16M	Buy	76,000 +16,000	+27%	+$1.29M	0.09%	114
2019 Q2	$4.41M	Buy	60,000 +20,000	+50%	+$1.37M	0.07%	116
2019 Q1	$2.67M	Buy	40,000 +36,000	+900%	+$2.23M	0.04%	121
2018 Q4	$227K	Buy	+4,000	New	+$256K	﹤0.01%	132

Other funds holding TRU

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tom Gayner's TRU Position: Q1 2026 in Review

Tom Gayner sold out of TransUnion (TRU) in Q1 2026, closing a stake of 2,000 shares — an estimated $172K sold.

Tom Gayner first reported a position in TRU in Q4 2018 and held it in 29 quarters. The position peaked at $11.2M in Q4 2021. 563 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Tom Gayner reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Tom Gayner sold 2,000 TransUnion shares in Q1 2026, an estimated $172K.
Tom Gayner first reported a position in TransUnion in Q4 2018 and held it in 29 quarters.
Tom Gayner's TransUnion position peaked at $11.2M in Q4 2021.
563 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.