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Chapman Investment Management’s S&P Global SPGI Stock Holding History

Chapman Investment 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 		– Sell
-9,119
Closed -$3.88M – 48
2026
Q1 		$3.88M Buy
9,119
+1,121
+14% +$520K 3.2% 12
2025
Q4 		$4.18M Buy
7,998
+663
+9% +$328K 3.06% 12
2025
Q3 		$3.57M Buy
7,335
+522
+8% +$280K 2.54% 14
2025
Q2 		$3.59M Buy
6,813
+126
+2% +$62.9K 2.51% 14
2025
Q1 		$3.4M Buy
+6,687
New +$3.42M 2.54% 15
2023
Q3 		– Sell
-614
Closed -$246K – 38
2023
Q2 		$246K Hold
614
– – 0.2% 33
2023
Q1 		$212K Hold
614
– – 0.17% 34
2022
Q4 		$206K Buy
+614
New +$202K 0.19% 37
2022
Q3 		– Sell
-614
Closed -$207K – 44
2022
Q2 		$207K Sell
614
-200
-25% -$71.3K 0.14% 43
2022
Q1 		$334K Buy
814
+14
+2% +$5.7K 0.18% 39
2021
Q4 		$378K Buy
+800
New +$366K 0.17% 45
2021
Q1 		– Sell
-14,339
Closed -$4.71M – 42
2020
Q4 		$4.71M Buy
14,339
+103
+0.7% +$34.7K 3.07% 15
2020
Q3 		$5.13M Buy
14,236
+2
+0% +$706 3.79% 12
2020
Q2 		$4.69M Buy
14,234
+1,262
+10% +$379K 3.84% 11
2020
Q1 		$3.18M Sell
12,972
-111
-0.8% -$30.4K 3.4% 12
2019
Q4 		$3.57M Buy
+13,083
New +$3.4M 3.26% 14

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
RG
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Chapman Investment Management's SPGI Position: Q2 2026 in Review

Chapman Investment Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 9,119 shares — an estimated $3.88M sold.

Chapman Investment Management first reported a position in SPGI in Q4 2019 and held it in 16 quarters. The position peaked at $5.13M in Q3 2020. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Chapman Investment Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 9,119 S&P Global shares in Q2 2026, an estimated $3.88M.
  • Chapman Investment Management first reported a position in S&P Global in Q4 2019 and held it in 16 quarters.
  • Chapman Investment Management's S&P Global position peaked at $5.13M in Q3 2020.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.