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

Birch Hill 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	$41.7M	Sell	102,467 -3,352	-3%	-$1.42M	1.69%	21
2026 Q1	$45M	Sell	105,819 -392	-0.4%	-$182K	2.02%	19
2025 Q4	$55.5M	Buy	106,211 +666	+0.6%	+$330K	2.32%	16
2025 Q3	$51.4M	Buy	105,545 +426	+0.4%	+$228K	2.17%	18
2025 Q2	$55.4M	Buy	105,119 +1,197	+1%	+$597K	2.46%	17
2025 Q1	$52.8M	Buy	103,922 +1,181	+1%	+$603K	2.5%	14
2024 Q4	$51.2M	Buy	102,741 +2,027	+2%	+$1.03M	2.38%	16
2024 Q3	$52M	Buy	100,714 +220	+0.2%	+$109K	2.44%	14
2024 Q2	$44.8M	Buy	100,494 +6,126	+6%	+$2.63M	2.17%	16
2024 Q1	$40.1M	Buy	94,368 +76,464	+427%	+$33.1M	1.95%	18
2023 Q4	$7.89M	Buy	17,904 +505	+3%	+$199K	0.42%	43
2023 Q3	$6.36M	Buy	17,399 +29	+0.2%	+$11.4K	0.38%	45
2023 Q2	$6.96M	Buy	17,370 +250	+1%	+$91.3K	0.4%	43
2023 Q1	$5.9M	Sell	17,120 -20	-0.1%	-$7.04K	0.37%	48
2022 Q4	$5.74M	Sell	17,140 -915	-5%	-$302K	0.37%	46
2022 Q3	$5.51M	Sell	18,055 -2,580	-13%	-$923K	0.37%	45
2022 Q2	$6.96M	Sell	20,635 -1,740	-8%	-$620K	0.43%	43
2022 Q1	$9.18M	Buy	22,375 +1,672	+8%	+$681K	0.49%	41
2021 Q4	$9.77M	Sell	20,703 -10	-0%	-$4.58K	0.48%	43
2021 Q3	$8.8M	Sell	20,713 -385	-2%	-$167K	0.47%	42
2021 Q2	$8.66M	Buy	21,098 +927	+5%	+$356K	0.47%	41
2021 Q1	$7.12M	Buy	20,171 +7,016	+53%	+$2.33M	0.41%	45
2020 Q4	$4.32M	Buy	13,155 +4,100	+45%	+$1.38M	0.26%	54
2020 Q3	$3.27M	Hold	9,055	–	–	0.22%	56
2020 Q2	$2.98M	Buy	9,055 +450	+5%	+$135K	0.22%	55
2020 Q1	$2.11M	Buy	8,605 +1,695	+25%	+$465K	0.18%	60
2019 Q4	$1.89M	Buy	6,910 +2,315	+50%	+$601K	0.12%	71
2019 Q3	$1.13M	Buy	4,595 +220	+5%	+$55K	0.08%	86
2019 Q2	$997K	Buy	4,375 +200	+5%	+$43.7K	0.07%	88
2019 Q1	$879K	Buy	4,175 +2,225	+114%	+$431K	0.07%	88
2018 Q4	$331K	Hold	1,950	–	–	0.03%	123
2018 Q3	$381K	Buy	+1,950	New	+$403K	0.03%	126

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Birch Hill Investment Advisors's SPGI Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its S&P Global (SPGI) stake by 3.2% in Q2 2026, selling an estimated $1.42M and leaving 102,467 shares worth $41.7M. The position accounts for 1.69% of the portfolio, ranked #21.

Birch Hill Investment Advisors first reported a position in SPGI in Q3 2018 and has held it in 32 quarters since. The position peaked at $55.5M in Q4 2025. 486 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Birch Hill Investment Advisors held 102,467 shares of S&P Global worth $41.7M as of Q2 2026.
Birch Hill Investment Advisors sold 3,352 S&P Global shares in Q2 2026, an estimated $1.42M.
S&P Global made up 1.69% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #21 holding.
Birch Hill Investment Advisors first reported a position in S&P Global in Q3 2018 and has held it in 32 quarters since.
Birch Hill Investment Advisors's S&P Global position peaked at $55.5M in Q4 2025.
486 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.