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Chapin Davis’s S&P Global SPGI Stock Holding History

Chapin Davis’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 		$1.29M Buy
3,282
+1,426
+77% +$603K 0.25% 75
2026
Q2 		$756K Buy
1,856
+472
+34% +$199K 0.13% 114
2026
Q1 		$589K Sell
1,384
-5
-0.4% -$2.32K 0.13% 141
2025
Q4 		$726K Buy
1,389
+26
+2% +$12.9K 0.17% 114
2025
Q3 		$663K Buy
1,363
+200
+17% +$107K 0.16% 121
2025
Q2 		$613K Hold
1,163
– – 0.17% 121
2025
Q1 		$591K Buy
1,163
+710
+157% +$363K 0.2% 109
2024
Q4 		$234K Hold
453
– – 0.08% 198
2024
Q3 		$234K Hold
453
– – 0.08% 199
2024
Q2 		$202K Sell
453
-50
-10% -$21.5K 0.07% 209
2024
Q1 		$214K Hold
503
– – 0.08% 206
2023
Q4 		$222K Buy
+503
New +$198K 0.09% 188

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Chapin Davis's SPGI Position: Q3 2026 in Review

Chapin Davis increased its S&P Global (SPGI) stake by 77% in Q3 2026, buying an estimated $603K and bringing the position to 3,282 shares worth $1.29M. The position accounts for 0.25% of the portfolio, ranked #75.

Chapin Davis first reported a position in SPGI in Q4 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Chapin Davis held 3,282 shares of S&P Global worth $1.29M as of Q3 2026.
  • Chapin Davis bought 1,426 S&P Global shares in Q3 2026, an estimated $603K.
  • S&P Global made up 0.25% of Chapin Davis's portfolio in Q3 2026, its #75 holding.
  • Chapin Davis first reported a position in S&P Global in Q4 2023 and has held it in 12 quarters since.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.