Gallagher Fiduciary Advisors’s S&P Global SPGI Stock Holding History

Gallagher Fiduciary Advisors’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	$413K	Sell	1,015 -18	-2%	-$7.6K	0.01%	238
2026 Q1	$439K	Buy	1,033 +6	+0.6%	+$2.79K	0.02%	188
2025 Q4	$537K	Buy	1,027 +65	+7%	+$32.2K	0.02%	168
2025 Q3	$468K	Sell	962 -134	-12%	-$71.8K	0.02%	172
2025 Q2	$578K	Buy	1,096 +86	+9%	+$42.9K	0.02%	155
2025 Q1	$513K	Buy	1,010 +3	+0.3%	+$1.53K	0.02%	151
2024 Q4	$501K	Buy	1,007 +165	+20%	+$83.7K	0.1%	142
2024 Q3	$435K	Buy	842 +203	+32%	+$100K	0.09%	134
2024 Q2	$285K	Buy	+639	New	+$274K	0.06%	167

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gallagher Fiduciary Advisors's SPGI Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its S&P Global (SPGI) stake by 1.7% in Q2 2026, selling an estimated $7.6K and leaving 1,015 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #238.

Gallagher Fiduciary Advisors first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $578K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Gallagher Fiduciary Advisors held 1,015 shares of S&P Global worth $413K as of Q2 2026.
Gallagher Fiduciary Advisors sold 18 S&P Global shares in Q2 2026, an estimated $7.6K.
S&P Global made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #238 holding.
Gallagher Fiduciary Advisors first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Gallagher Fiduciary Advisors's S&P Global position peaked at $578K in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.