Dodge & Cox
· Added
+$486M
Change
+6.3M
Δ Own
+64.5%
Date
Q1 2026
TR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Dodge & Cox
· Added
+$486M
Change
+6.3M
Δ Own
+64.5%
Date
Q1 2026
|
Dodge & Cox | Added· Q1 2026 | +$486M | +6.3M | +64.5% | Q1 2026 | |||||
|
FMR LLC
· Added
+$393M
Change
+5.1M
Δ Own
+114.7%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$393M | +5.1M | +114.7% | Q1 2026 | |||||
|
Independent Franchise Partners LLP
· Added
+$229M
Change
+3.0M
Date
Q1 2026
|
Independent Franchise Partners LLP | Added· Q1 2026 | +$229M | +3.0M | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$229M
Change
+3.0M
Δ Own
+1913.9%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$229M | +3.0M | +1913.9% | Q1 2026 | |||||
|
Capital International Investors
· New
+$216M
Change
+2.8M
Date
Q1 2026
|
Capital International Investors | New· Q1 2026 | +$216M | +2.8M | – | Q1 2026 | |||||
|
Massachusetts Financial Services Co
· Reduced
−$183M
Change
−2.4M
Date
Q1 2026
|
Massachusetts Financial Services Co | Reduced· Q1 2026 | −$183M | −2.4M | – | Q1 2026 | |||||
|
Vulcan Value Partners, LLC
· Added
+$164M
Change
+2.1M
Date
Q1 2026
|
Vulcan Value Partners, LLC | Added· Q1 2026 | +$164M | +2.1M | – | Q1 2026 | |||||
|
Bessemer Group Inc
· Reduced
−$139M
Change
−1.8M
Date
Q1 2026
|
Bessemer Group Inc | Reduced· Q1 2026 | −$139M | −1.8M | – | Q1 2026 | |||||
|
Xn LP
· Exited
−$134M
Change
−1.7M
Δ Own
−100.0%
Date
Q1 2026
|
Xn LP | Exited· Q1 2026 | −$134M | −1.7M | −100.0% | Q1 2026 | |||||
|
Meritage Group LP
· Reduced
−$130M
Change
−1.7M
Date
Q1 2026
|
Meritage Group LP | Reduced· Q1 2026 | −$130M | −1.7M | – | Q1 2026 | |||||
|
Invesco Ltd.
· Added
+$101M
Change
+1.3M
Δ Own
+47.4%
Date
Q1 2026
|
Invesco Ltd. | Added· Q1 2026 | +$101M | +1.3M | +47.4% | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
+$94M
Change
+1.2M
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | +$94M | +1.2M | – | Q1 2026 | |||||
|
William Blair Investment Management, LLC
· Reduced
−$82M
Change
−1.1M
Date
Q1 2026
|
William Blair Investment Management, LLC | Reduced· Q1 2026 | −$82M | −1.1M | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$80M
Change
−1.0M
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$80M | −1.0M | – | Q1 2026 | |||||
|
Norges
· Exited
−$80M
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$80M | −1.0M | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Williams Jennifer A.
· Officer
Sell
−$78K
|
Williams Jennifer A. | Officer | Sell | $80.00 | −972 | −$78K | 6K | −14.3% | Jul 7, 2026 | Jul 8, 2026 | |||||||||
|
Zuiker Alicia Brooke
· Officer
Tax withholding or exercise payment (F)
-$514K
|
Zuiker Alicia Brooke | Officer | Tax withholding or exercise payment (F) | $74.47 | -7K | -$514K | 51K | −12.0% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Skinner Todd C.
· Officer
Sell
−$73K
|
Skinner Todd C. | Officer | Sell | $72.64 | −1K | −$73K | 65K | −1.5% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Chaouki Steven M.
· Officer
Sell
−$726K
|
Chaouki Steven M. | Officer | Sell | $72.64 | −10K | −$726K | 90K | −10.0% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Williams Jennifer A.
· Officer
Tax withholding or exercise payment (F)
-$30K
|
Williams Jennifer A. | Officer | Tax withholding or exercise payment (F) | $73.51 | -404 | -$30K | 7K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Skinner Todd C.
· Officer
Sell
−$71K
|
Skinner Todd C. | Officer | Sell | $70.73 | −1K | −$71K | 66K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Chaouki Steven M.
· Officer
Sell
−$354K
|
Chaouki Steven M. | Officer | Sell | $70.73 | −5K | −$354K | 100K | – | Jun 1, 2026 | Jun 3, 2026 | |||||||||
|
Russell Heather J.
· Officer
Sell
−$480K
|
Russell Heather J. | Officer | Sell | $71.87 | −7K | −$480K | 45K | – | May 29, 2026 | Jun 1, 2026 | |||||||||
|
Skinner Todd C.
· Officer
Tax withholding or exercise payment (F)
-$916K
|
Skinner Todd C. | Officer | Tax withholding or exercise payment (F) | $68.60 | -13K | -$916K | 67K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Russell Heather J.
· Officer
Tax withholding or exercise payment (F)
-$701K
|
Russell Heather J. | Officer | Tax withholding or exercise payment (F) | $68.60 | -10K | -$701K | 52K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Chaouki Steven M.
· Officer
Tax withholding or exercise payment (F)
-$1.1M
|
Chaouki Steven M. | Officer | Tax withholding or exercise payment (F) | $68.60 | -16K | -$1.1M | 105K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Achanta Venkat
· Officer
Tax withholding or exercise payment (F)
-$1.1M
|
Achanta Venkat | Officer | Tax withholding or exercise payment (F) | $68.60 | -16K | -$1.1M | 157K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Cello Todd M.
· Officer
Tax withholding or exercise payment (F)
-$1.3M
|
Cello Todd M. | Officer | Tax withholding or exercise payment (F) | $68.60 | -18K | -$1.3M | 150K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Cartwright Christopher A.
· Director
Tax withholding or exercise payment (F)
-$1.8M
|
Cartwright Christopher A. | Director | Tax withholding or exercise payment (F) | $68.60 | -26K | -$1.8M | 565K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Skinner Todd C.
· Officer
Grant (A)
25K
|
Skinner Todd C. | Officer | Grant (A) | – | 25K | – | 80K | – | May 12, 2026 | May 14, 2026 | |||||||||
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569 reporting institutions disclosed TRU position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.