GIM
SPGI icon

Generali Investments Management’s S&P Global SPGI Stock Holding History

Generali Investments 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
-516
Closed -$219K – 167
2026
Q1 		$219K Sell
516
-1,024
-66% -$475K 0.05% 131
2025
Q4 		$805K Sell
1,540
-84
-5% -$41.6K 0.16% 88
2025
Q3 		$790K Buy
1,624
+353
+28% +$189K 0.16% 89
2025
Q2 		$669K Hold
1,271
– – 0.15% 99
2025
Q1 		$646K Buy
1,271
+59
+5% +$30.1K 0.18% 90
2024
Q4 		$604K Buy
+1,212
New +$615K 0.16% 91

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Generali Investments Management's SPGI Position: Q2 2026 in Review

Generali Investments Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 516 shares — an estimated $219K sold.

Generali Investments Management first reported a position in SPGI in Q4 2024 and held it in 6 quarters. The position peaked at $805K in Q4 2025. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Generali Investments Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Generali Investments Management sold 516 S&P Global shares in Q2 2026, an estimated $219K.
  • Generali Investments Management first reported a position in S&P Global in Q4 2024 and held it in 6 quarters.
  • Generali Investments Management's S&P Global position peaked at $805K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.