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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berkeley Inc's SPGI Position: Q1 2026 in Review

Berkeley Inc increased its S&P Global (SPGI) stake by 5.1% in Q1 2026, buying an estimated $459K and bringing the position to 20,237 shares worth $8.61M. The position accounts for 2.89% of the portfolio, ranked #10.

Berkeley Inc first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.1M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Berkeley Inc held 20,237 shares of S&P Global worth $8.61M as of Q1 2026.
  • Berkeley Inc bought 988 S&P Global shares in Q1 2026, an estimated $459K.
  • S&P Global made up 2.89% of Berkeley Inc's portfolio in Q1 2026, its #10 holding.
  • Berkeley Inc first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • Berkeley Inc's S&P Global position peaked at $10.1M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.