Tom Gayner's TRU Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 2,000 shares of TransUnion (TRU) worth $171,500, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in TRU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 36,000 shares. Largest reduction occurred in Q4 2025, reducing 99,050 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's TransUnion (TRU) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransUnion (TRU) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -99,050 | Reduce 98.02% | 2,000 | $85.75 |
| Q4 2022 | +2,000 | Add 2.02% | 101,050 | $56.75 |
| Q3 2022 | +2,500 | Add 2.59% | 99,050 | $59.49 |
| Q2 2022 | +500 | Add 0.52% | 96,550 | $80.00 |
| Q1 2022 | +1,550 | Add 1.64% | 96,050 | $103.34 |
| Q1 2020 | +7,500 | Add 8.62% | 94,500 | $66.18 |
| Q4 2019 | +11,000 | Add 14.47% | 87,000 | $85.61 |
| Q3 2019 | +16,000 | Add 26.67% | 76,000 | $81.11 |
| Q2 2019 | +20,000 | Add 50.00% | 60,000 | $73.52 |
| Q1 2019 | +36,000 | Add 900.00% | 40,000 | $66.85 |
| Q4 2018 | +4,000 | New Buy | 4,000 | $56.75 |
Tom Gayner's TransUnion Investment FAQs
Tom Gayner first purchased TransUnion (TRU) in Q4 2018, acquiring 4,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held TransUnion (TRU) for 29 quarters since Q4 2018.
Tom Gayner's largest addition to TransUnion (TRU) was in Q1 2019, adding 40,000 shares worth $2.67 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 2,000 shares of TransUnion (TRU), valued at approximately $171,500.
As of the Q4 2025 filing, TransUnion (TRU) represents approximately 0.00% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in TransUnion (TRU) was 101,050 shares, as reported at the end of Q4 2022.