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

Leavell 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 		$568K Sell
1,395
-353
-20% -$149K 0.02% 414
2026
Q1 		$744K Sell
1,748
-54
-3% -$25.1K 0.03% 346
2025
Q4 		$942K Hold
1,802
– – 0.04% 302
2025
Q3 		$877K Sell
1,802
-8
-0.4% -$4.28K 0.04% 318
2025
Q2 		$954K Hold
1,810
– – 0.04% 307
2025
Q1 		$920K Buy
1,810
+11
+0.6% +$5.62K 0.05% 293
2024
Q4 		$896K Sell
1,799
-29
-2% -$14.7K 0.04% 289
2024
Q3 		$944K Buy
1,828
+8
+0.4% +$3.96K 0.05% 301
2024
Q2 		$812K Buy
1,820
+421
+30% +$181K 0.04% 295
2024
Q1 		$595K Sell
1,399
-43
-3% -$18.6K 0.03% 326
2023
Q4 		$635K Buy
1,442
+168
+13% +$66.3K 0.04% 304
2023
Q3 		$466K Buy
1,274
+5
+0.4% +$1.97K 0.03% 337
2023
Q2 		$509K Sell
1,269
-3
-0.2% -$1.1K 0.03% 328
2023
Q1 		$439K Buy
1,272
+3
+0.2% +$1.06K 0.03% 337
2022
Q4 		$425K Hold
1,269
– – 0.03% 332
2022
Q3 		$387K Buy
1,269
+75
+6% +$26.8K 0.03% 341
2022
Q2 		$402K Hold
1,194
– – 0.03% 335
2022
Q1 		$490K Sell
1,194
-500
-30% -$204K 0.03% 314
2021
Q4 		$799K Hold
1,694
– – 0.05% 267
2021
Q3 		$720K Hold
1,694
– – 0.05% 254
2021
Q2 		$598K Hold
1,694
– – 0.05% 265
2021
Q1 		$598K Sell
1,694
-500
-23% -$166K 0.05% 265
2020
Q4 		$721K Sell
2,194
-22
-1% -$7.42K 0.06% 235
2020
Q3 		$799K Hold
2,216
– – 0.07% 207
2020
Q2 		$730K Hold
2,216
– – 0.07% 207
2020
Q1 		$543K Buy
2,216
+946
+74% +$259K 0.06% 220
2019
Q4 		$347K Hold
1,270
– – 0.03% 305
2019
Q3 		$311K Sell
1,270
-71
-5% -$17.7K 0.03% 317
2019
Q2 		$305K Hold
1,341
– – 0.03% 317
2019
Q1 		$282K Hold
1,341
– – 0.03% 321
2018
Q4 		$228K Hold
1,341
– – 0.03% 337
2018
Q3 		$262K Hold
1,341
– – 0.03% 336
2018
Q2 		$273K Hold
1,341
– – 0.03% 334
2018
Q1 		$256K Hold
1,341
– – 0.03% 336
2017
Q4 		$227K Hold
1,341
– – 0.03% 348
2017
Q3 		$210K Buy
+1,341
New +$204K 0.03% 359

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

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

Leavell Investment Management reduced its S&P Global (SPGI) stake by 20% in Q2 2026, selling an estimated $149K and leaving 1,395 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #414.

Leavell Investment Management first reported a position in SPGI in Q3 2017 and has held it in 36 quarters since. The position peaked at $954K in Q2 2025. 420 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Leavell Investment Management held 1,395 shares of S&P Global worth $568K as of Q2 2026.
  • Leavell Investment Management sold 353 S&P Global shares in Q2 2026, an estimated $149K.
  • S&P Global made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #414 holding.
  • Leavell Investment Management first reported a position in S&P Global in Q3 2017 and has held it in 36 quarters since.
  • Leavell Investment Management's S&P Global position peaked at $954K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.