Berkeley Inc’s S&P Global SPGI Stock Holding History

Berkeley Inc’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 Q3	$8.1M	Sell	20,530 -149	-0.7%	-$63K	2.5%	15
2026 Q2	$8.42M	Buy	20,679 +442	+2%	+$187K	2.64%	12
2026 Q1	$8.61M	Buy	20,237 +988	+5%	+$459K	2.89%	10
2025 Q4	$10.1M	Buy	19,249 +2,391	+14%	+$1.18M	3.2%	10
2025 Q3	$8.21M	Buy	16,858 +1,787	+12%	+$957K	2.64%	11
2025 Q2	$7.95M	Buy	15,071 +6,175	+69%	+$3.08M	2.85%	9
2025 Q1	$4.52M	Buy	+8,896	New	+$4.55M	2.12%	17

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Berkeley Inc's SPGI Position: Q3 2026 in Review

Berkeley Inc reduced its S&P Global (SPGI) stake by 0.72% in Q3 2026, selling an estimated $63K and leaving 20,530 shares worth $8.1M. The position accounts for 2.5% of the portfolio, ranked #15.

Berkeley Inc first reported a position in SPGI in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.1M in Q4 2025. 414 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Berkeley Inc held 20,530 shares of S&P Global worth $8.1M as of Q3 2026.
Berkeley Inc sold 149 S&P Global shares in Q3 2026, an estimated $63K.
S&P Global made up 2.5% of Berkeley Inc's portfolio in Q3 2026, its #15 holding.
Berkeley Inc first reported a position in S&P Global in Q1 2025 and has held it in 7 quarters since.
Berkeley Inc's S&P Global position peaked at $10.1M in Q4 2025.
414 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Berkeley Inc's 13F filing for Q3 2026, filed 20 Oct 2026.