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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AssuredPartners Investment Advisors's SPGI Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its S&P Global (SPGI) stake by 31% in Q1 2026, selling an estimated $246K and leaving 1,162 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #248.

AssuredPartners Investment Advisors first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $884K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

AssuredPartners Investment Advisors held 1,162 shares of S&P Global worth $504K as of Q1 2026.
AssuredPartners Investment Advisors sold 529 S&P Global shares in Q1 2026, an estimated $246K.
S&P Global made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #248 holding.
AssuredPartners Investment Advisors first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's S&P Global position peaked at $884K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.