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Bryn Mawr Capital Management’s S&P Global SPGI Stock Holding History

Bryn Mawr Capital Management’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 		$633K Buy
1,555
+74
+5% +$31.3K 0.03% 261
2026
Q1 		$630K Buy
1,481
+41
+3% +$19K 0.03% 251
2025
Q4 		$753K Buy
1,440
+501
+53% +$248K 0.04% 230
2025
Q3 		$457K Sell
939
-697
-43% -$373K 0.02% 288
2025
Q2 		$863K Sell
1,636
-59
-3% -$29.4K 0.05% 215
2025
Q1 		$861K Sell
1,695
-2
-0.1% -$1.02K 0.05% 205
2024
Q4 		$845K Buy
1,697
+186
+12% +$94.4K 0.05% 232
2024
Q3 		$781K Sell
1,511
-33
-2% -$16.3K 0.04% 242
2024
Q2 		$689K Buy
1,544
+20
+1% +$8.58K 0.04% 252
2024
Q1 		$648K Sell
1,524
-112
-7% -$48.5K 0.04% 263
2023
Q4 		$721K Buy
1,636
+146
+10% +$57.6K 0.04% 246
2023
Q3 		$544K Buy
+1,490
New +$586K 0.04% 267

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

Bryn Mawr Capital Management's SPGI Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its S&P Global (SPGI) stake by 5% in Q2 2026, buying an estimated $31.3K and bringing the position to 1,555 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #261.

Bryn Mawr Capital Management first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $863K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bryn Mawr Capital Management held 1,555 shares of S&P Global worth $633K as of Q2 2026.
  • Bryn Mawr Capital Management bought 74 S&P Global shares in Q2 2026, an estimated $31.3K.
  • S&P Global made up 0.03% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #261 holding.
  • Bryn Mawr Capital Management first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
  • Bryn Mawr Capital Management's S&P Global position peaked at $863K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.