Position in TRU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,230,799
+$1,798,906 QoQ
Shares Held
72,509
+46.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#139
of 518 holders
Holding Since
Jun 2025
5 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, 2026Callan Family Office, LLC holds $33,484,914 across 11 Financial Data & Stock Exchanges names. TRU ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
36,394 | $14,022,368 | |
| 2 | TRU |
TransUnion
This page
|
72,509 | $5,230,799 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
26,515 | $3,264,261 | |
| 4 | MSCI |
MSCI Inc.
|
5,511 | $3,086,380 | |
| 5 | CME |
Cme Group Inc.
|
13,776 | $3,042,154 | |
| 6 | MCO |
Moodys Corp /De/
|
3,692 | $1,672,180 | |
| 7 | MORN |
Morningstar, Inc.
|
5,421 | $845,784 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
10,417 | $821,067 |
All Filings in TRU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,230,799 | 72,509 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,431,893 | 49,601 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $920,183 | 10,731 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $327,328 | 3,907 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $307,648 | 3,496 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||