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Clarius Group LLC’s S&P Global SPGI Stock Holding History

Clarius Group LLC’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
2025
Q4 		$1.14M Sell
2,190
-21
-0.9% -$10.4K 0.07% 113
2025
Q3 		$1.08M Sell
2,211
-794
-26% -$425K 0.06% 122
2025
Q2 		$1.58M Sell
3,005
-304
-9% -$152K 0.09% 101
2025
Q1 		$1.68M Buy
3,309
+869
+36% +$444K 0.11% 83
2024
Q4 		$1.22M Sell
2,440
-58
-2% -$29.4K 0.08% 108
2024
Q3 		$1.29M Sell
2,498
-77
-3% -$38.1K 0.09% 103
2024
Q2 		$1.15M Sell
2,575
-127
-5% -$54.5K 0.08% 107
2024
Q1 		$1.15M Sell
2,702
-350
-11% -$152K 0.08% 107
2023
Q4 		$1.34M Sell
3,052
-288
-9% -$114K 0.11% 101
2023
Q3 		$1.22M Sell
3,340
-972
-23% -$382K 0.12% 97
2023
Q2 		$1.73M Buy
4,312
+105
+2% +$38.4K 0.13% 84
2023
Q1 		$1.45M Sell
4,207
-410
-9% -$144K 0.12% 96
2022
Q4 		$1.55M Buy
4,617
+81
+2% +$26.7K 0.14% 89
2022
Q3 		$1.39M Buy
4,536
+182
+4% +$65.1K 0.14% 91
2022
Q2 		$1.47M Buy
4,354
+1,260
+41% +$449K 0.15% 94
2022
Q1 		$1.46M Hold
3,094
– – 0.12% 98
2021
Q4 		$1.46M Buy
3,094
+94
+3% +$43K 0.12% 98
2021
Q3 		$1.27M Buy
3,000
+170
+6% +$73.7K 0.11% 100
2021
Q2 		$1.16M Buy
2,830
+2
+0.1% +$769 0.1% 111
2021
Q1 		$998K Sell
2,828
-134
-5% -$44.6K 0.1% 110
2020
Q4 		$974K Sell
2,962
-31
-1% -$10.5K 0.11% 96
2020
Q3 		$1.08M Sell
2,993
-43
-1% -$15.2K 0.14% 78
2020
Q2 		$1M Buy
3,036
+412
+16% +$124K 0.14% 80
2020
Q1 		$643K Buy
2,624
+196
+8% +$53.8K 0.12% 91
2019
Q4 		$715K Sell
2,428
-24
-1% -$6.24K 0.11% 99
2019
Q3 		$601K Buy
2,452
+154
+7% +$38.5K 0.11% 103
2019
Q2 		$524K Buy
2,298
+591
+35% +$129K 0.11% 103
2019
Q1 		$360K Buy
+1,707
New +$331K 0.09% 122

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarius Group LLC's SPGI Position: Q4 2025 in Review

Clarius Group LLC reduced its S&P Global (SPGI) stake by 0.95% in Q4 2025, selling an estimated $10.4K and leaving 2,190 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #113.

Clarius Group LLC first reported a position in SPGI in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.73M in Q2 2023. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Clarius Group LLC held 2,190 shares of S&P Global worth $1.14M as of Q4 2025.
  • Clarius Group LLC sold 21 S&P Global shares in Q4 2025, an estimated $10.4K.
  • S&P Global made up 0.07% of Clarius Group LLC's portfolio in Q4 2025, its #113 holding.
  • Clarius Group LLC first reported a position in S&P Global in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's S&P Global position peaked at $1.73M in Q2 2023.
  • 2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.