STOCK TITAN

TransUnion (TRU): Wellington group reports 3.43% beneficial stake in updated filing

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

TransUnion common stock holders received an updated ownership report from several related Wellington entities. Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively reported beneficial ownership of 6,603,464 shares of TransUnion common stock, representing 3.43% of the class.

Each reporting entity disclosed no sole voting or dispositive power, but shared voting power over 5,688,643 shares and shared dispositive power over 6,603,407 shares, held on behalf of advisory clients. The securities are owned of record by clients of various Wellington investment advisers, and no single client is known to hold more than five percent of the class. The filing confirms Wellington’s status as a parent holding structure overseeing these investment advisers.

Positive

  • None.

Negative

  • None.
Beneficial ownership 6,603,464 shares TransUnion common stock beneficially owned by Wellington entities
Percent of class 3.43% Portion of TransUnion common stock class reported as beneficially owned
Shared voting power 5,688,643 shares Shares over which Wellington entities share voting authority
Shared dispositive power 6,603,407 shares Shares over which Wellington entities share dispositive power
Sole voting power 0 shares TransUnion shares with sole voting power reported by Wellington entities
Sole dispositive power 0 shares TransUnion shares with sole dispositive power reported by Wellington entities
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 5,688,643.00 7 | Sole Dispositive Power"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 6,603,407.00 9 6,603,464.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"

FAQ

What stake in TransUnion (TRU) do the Wellington entities report in this Schedule 13G/A?

The Wellington entities report beneficial ownership of 6,603,464 TransUnion shares, representing 3.43% of the common stock. These shares are held on behalf of advisory clients of various Wellington investment advisers.

Who are the reporting persons in the TransUnion (TRU) Schedule 13G/A amendment?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. They file as a parent holding structure over multiple Wellington investment adviser subsidiaries.

How much voting power do the Wellington entities have over TransUnion (TRU) shares?

The Wellington entities report 0 shares with sole voting power and 5,688,643 shares with shared voting power. Voting authority is shared because the shares are held in client accounts managed by Wellington investment advisers.

What dispositive power do the Wellington entities report over TransUnion (TRU) stock?

They report 0 shares with sole dispositive power and 6,603,407 shares with shared dispositive power. This means decisions to sell or retain these shares are made on a shared basis for the benefit of advisory clients.

Does any single Wellington client own more than 5% of TransUnion (TRU)?

No. The filing states that no client is known to have the right to receive dividends or sale proceeds for more than five percent of TransUnion’s common stock, despite the aggregate 3.43% stake reported.

Why is the TransUnion (TRU) holding reported as a Schedule 13G/A by Wellington?

The holding is reported on Schedule 13G/A because Wellington Management Group LLP and its related entities act as institutional investment managers and parent holding companies, reporting beneficial ownership held in client accounts rather than as activist investors.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates





89400J107

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026