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Elo Mutual Pension Insurance’s S&P Global SPGI Stock Holding History

Elo Mutual Pension Insurance’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
Q1 		$14.4M Sell
33,899
-6,413
-16% -$2.98M 0.24% 69
2025
Q4 		$21.1M Buy
40,312
+4,607
+13% +$2.28M 0.32% 54
2025
Q3 		$17.4M Buy
35,705
+518
+1% +$277K 0.29% 61
2025
Q2 		$18.6M Buy
35,187
+7,757
+28% +$3.87M 0.38% 46
2025
Q1 		$13.9M Sell
27,430
-1,791
-6% -$915K 0.31% 60
2024
Q4 		$14.6M Sell
29,221
-1,201
-4% -$609K 0.31% 57
2024
Q3 		$15.7M Buy
30,422
+1,036
+4% +$513K 0.34% 58
2024
Q2 		$13.1M Sell
29,386
-218
-0.7% -$93.5K 0.31% 63
2024
Q1 		$12.6M Buy
29,604
+1,194
+4% +$518K 0.3% 66
2023
Q4 		$12.5M Buy
28,410
+958
+3% +$378K 0.34% 59
2023
Q3 		$10M Buy
27,452
+464
+2% +$182K 0.31% 60
2023
Q2 		$10.8M Buy
26,988
+399
+2% +$146K 0.32% 58
2023
Q1 		$9.17M Buy
26,589
+214
+0.8% +$75.3K 0.29% 68
2022
Q4 		$8.83M Buy
26,375
+305
+1% +$101K 0.3% 68
2022
Q3 		$7.96M Sell
26,070
-1,849
-7% -$662K 0.3% 61
2022
Q2 		$9.41M Buy
27,919
+68
+0.2% +$24.2K 0.32% 61
2022
Q1 		$11.4M Buy
27,851
+9,557
+52% +$3.89M 0.33% 59
2021
Q4 		$8.63M Buy
18,294
+1,393
+8% +$637K 0.24% 78
2021
Q3 		$7.18M Hold
16,901
– – 0.23% 80
2021
Q2 		$6.94M Sell
16,901
-457
-3% -$176K 0.23% 81
2021
Q1 		$6.13M Buy
17,358
+224
+1% +$74.5K 0.2% 88
2020
Q4 		$5.63M Buy
+17,134
New +$5.78M 0.19% 94

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Elo Mutual Pension Insurance's SPGI Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its S&P Global (SPGI) stake by 16% in Q1 2026, selling an estimated $2.98M and leaving 33,899 shares worth $14.4M. The position accounts for 0.24% of the portfolio, ranked #69.

Elo Mutual Pension Insurance first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.1M in Q4 2025. 2,110 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Elo Mutual Pension Insurance held 33,899 shares of S&P Global worth $14.4M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 6,413 S&P Global shares in Q1 2026, an estimated $2.98M.
  • S&P Global made up 0.24% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #69 holding.
  • Elo Mutual Pension Insurance first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's S&P Global position peaked at $21.1M in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.