Dodge & Cox Increases Stake in TransUnion to 12.1% via Schedule 13G/A

On June 5, 2026, Dodge & Cox filed a Schedule 13G/A with the SEC, reporting a significant increase in its stake in TransUnion (TRU). As of the event date on May 31, 2026, the investment adviser beneficially owns 23,353,165 shares of TransUnion common stock, representing 12.1% of the company. This marks a substantial increase from the previously reported position of 16,189,511 shares, which accounted for an 8.4% ownership stake. According to the filing, Dodge & Cox holds sole voting power over 22,036,310 shares and sole dispositive power over the full 23,353,165 shares. The Dodge & Cox Stock Fund, a registered investment company, specifically holds 14,772,786 shares, or approximately 7.7% of the class. The filing indicates that these shares were acquired in the ordinary course of business and not for the purpose of influencing or changing the control of the issuer. This amendment reflects continued institutional confidence in TransUnion by one of its largest shareholders.