TRU — TRANSUNION

Ownership history in XML Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in TRANSUNION (TRU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q1)
Avg. % of fund
0.11%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,565 +1 +0.0% 0.10% $1.2M $83.52
2025 Q2 UNCHANGED 14,564 — 0% 0.11% $1.3M $87.61
2025 Q1 INITIATED 14,564 — — 0.11% $1.2M $82.51
% of Fund (quarterly)    TRU price (monthly, adj. close)

Other funds also holding TRU

As of 2025 Q4 — sorted by position size

Meritage Group LP 3Y 7Y 14.23% UNTITLED INVESTMENTS LP 3Y 13.48% Lansing Management LP 3Y 7Y 12.53% Theleme Partners LLP 3Y 7Y 12.45% Spear Holdings RSC Ltd 9.19% PBCay One RSC Ltd 9.19% WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 3Y 5.06% Independent Franchise Partners LLP 3Y 7Y 4.98% Triple Frond Partners LLC 3Y 7Y 4.91% Sunriver Management LLC 3Y 7Y 4.66%
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