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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Berkeley Inc's SPGI Position: Q2 2026 in Review

Berkeley Inc increased its S&P Global (SPGI) stake by 2.2% in Q2 2026, buying an estimated $187K and bringing the position to 20,679 shares worth $8.42M. The position accounts for 2.64% of the portfolio, ranked #12.

Berkeley Inc first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Berkeley Inc held 20,679 shares of S&P Global worth $8.42M as of Q2 2026.
  • Berkeley Inc bought 442 S&P Global shares in Q2 2026, an estimated $187K.
  • S&P Global made up 2.64% of Berkeley Inc's portfolio in Q2 2026, its #12 holding.
  • Berkeley Inc first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Berkeley Inc's S&P Global position peaked at $10.1M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.