Position in TRU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,418,542
-$1,983,038 QoQ
Shares Held
63,861
-14.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Bridgewater Associates, LP holds $94,343,998 across 8 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
100,428 | $38,694,585 | |
| 2 | MCO |
Moodys Corp /De/
|
30,139 | $13,650,555 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
51,486 | $12,494,107 | |
| 4 | MSCI |
MSCI Inc.
|
17,418 | $9,754,776 | |
| 5 | FDS |
Factset Research Systems Inc
|
34,488 | $7,934,999 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
80,751 | $6,364,793 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
38,886 | $4,787,255 | |
| 8 | MORN |
Morningstar, Inc.
|
4,249 | $662,928 |
All Filings in TRU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,418,542 | 63,861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,401,580 | 74,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,435,231 | 41,003 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $18,993,423 | 228,864 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,449,538 | 209,789 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,387,163 | 213,822 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $34,625,674 | 466,905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,884,992 | 349,436 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,685,970 | 301,062 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,144,603 | 210,957 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,849,448 | 278,941 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,210,132 | 244,772 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,408,194 | 24,814 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $425,888 | 7,159 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,060,187 | 13,254 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,077,422 | 10,426 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $377,810 | 3,364 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,131,592 | 10,305 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||