AssuredPartners Investment Advisors’s S&P Global SPGI Stock Holding History

AssuredPartners Investment Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$584K	Buy	1,435 +273	+23%	+$115K	0.06%	240
2026 Q1	$504K	Sell	1,162 -529	-31%	-$246K	0.05%	248
2025 Q4	$884K	Buy	1,691 +823	+95%	+$407K	0.13%	155
2025 Q3	$422K	Buy	868 +402	+86%	+$215K	0.09%	158
2025 Q2	$246K	Sell	466 -1,013	-68%	-$506K	0.06%	211
2025 Q1	$751K	Sell	1,479 -30	-2%	-$15.3K	0.15%	154
2024 Q4	$752K	Buy	+1,509	New	+$766K	0.15%	147

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AssuredPartners Investment Advisors's SPGI Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its S&P Global (SPGI) stake by 23% in Q2 2026, buying an estimated $115K and bringing the position to 1,435 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #240.

AssuredPartners Investment Advisors first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

AssuredPartners Investment Advisors held 1,435 shares of S&P Global worth $584K as of Q2 2026.
AssuredPartners Investment Advisors bought 273 S&P Global shares in Q2 2026, an estimated $115K.
S&P Global made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #240 holding.
AssuredPartners Investment Advisors first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's S&P Global position peaked at $884K in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.