Madison Asset Management’s S&P Global SPGI Stock Holding History

Madison Asset 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 Q1	$1.53M	Buy	3,600 +221	+7%	+$103K	0.02%	279
2025 Q4	$1.77M	Sell	3,379 -438	-11%	-$217K	0.02%	255
2025 Q3	$1.86M	Sell	3,817 -2	-0.1%	-$1.07K	0.02%	246
2025 Q2	$2.01M	Sell	3,819 -168	-4%	-$83.8K	0.02%	239
2025 Q1	$2.03M	Buy	3,987 +11	+0.3%	+$5.62K	0.02%	238
2024 Q4	$1.98M	Buy	3,976 +39	+1%	+$19.8K	0.02%	248
2024 Q3	$2.03M	Sell	3,937 -36	-0.9%	-$17.8K	0.02%	254
2024 Q2	$1.77M	Sell	3,973 -1,686	-30%	-$723K	0.02%	262
2024 Q1	$2.41M	Buy	5,659 +537	+10%	+$233K	0.03%	238
2023 Q4	$2.26M	Buy	5,122 +2,528	+97%	+$998K	0.03%	250
2023 Q3	$948K	Sell	2,594 -14	-0.5%	-$5.5K	0.01%	279
2023 Q2	$1.05M	Buy	2,608 +40	+2%	+$14.6K	0.02%	269
2023 Q1	$885K	Sell	2,568 -311	-11%	-$109K	0.01%	262
2022 Q4	$964K	Sell	2,879 -1,740	-38%	-$574K	0.02%	272
2022 Q3	$1.41M	Sell	4,619 -677	-13%	-$242K	0.02%	268
2022 Q2	$1.78M	Sell	5,296 -325	-6%	-$116K	0.03%	272
2022 Q1	$2.31M	Buy	5,621 +4,246	+309%	+$1.73M	0.03%	232
2021 Q4	$649K	Hold	1,375	–	–	0.01%	277
2021 Q3	$584K	Hold	1,375	–	–	0.01%	282
2021 Q2	$564K	Sell	1,375 -150	-10%	-$57.6K	0.01%	286
2021 Q1	$538K	Hold	1,525	–	–	0.01%	285
2020 Q4	$501K	Buy	+1,525	New	+$514K	0.01%	274

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Madison Asset Management's SPGI Position: Q1 2026 in Review

Madison Asset Management increased its S&P Global (SPGI) stake by 6.5% in Q1 2026, buying an estimated $103K and bringing the position to 3,600 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #279.

Madison Asset Management first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.41M in Q1 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Madison Asset Management held 3,600 shares of S&P Global worth $1.53M as of Q1 2026.
Madison Asset Management bought 221 S&P Global shares in Q1 2026, an estimated $103K.
S&P Global made up 0.02% of Madison Asset Management's portfolio in Q1 2026, its #279 holding.
Madison Asset Management first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
Madison Asset Management's S&P Global position peaked at $2.41M in Q1 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.