Meritage Group’s S&P Global SPGI Stock Holding History

Meritage Group’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	$215M	Buy	+504,410	New	+$234M	8.1%	7
2020 Q2	–	Sell	-182,843	Closed	-$44.8M	–	38
2020 Q1	$44.8M	Sell	182,843 -281,901	-61%	-$77.3M	1.22%	17
2019 Q4	$127M	Sell	464,744 -1,927	-0.4%	-$501K	2.23%	18
2019 Q3	$114M	Sell	466,671 -345,441	-43%	-$86.3M	2.14%	16
2019 Q2	$185M	Sell	812,112 -123,844	-13%	-$27.1M	3.24%	11
2019 Q1	$197M	Sell	935,956 -61,395	-6%	-$11.9M	4.19%	11
2018 Q4	$169M	Buy	997,351 +152,141	+18%	+$27.3M	4.01%	12
2018 Q3	$165M	Sell	845,210 -83,150	-9%	-$17.2M	2.57%	14
2018 Q2	$189M	Sell	928,360 -72,623	-7%	-$14.3M	3.17%	12
2018 Q1	$191M	Sell	1,000,983 -133,558	-12%	-$24.7M	3.33%	10
2017 Q4	$192M	Buy	1,134,541 +11,469	+1%	+$1.87M	3.23%	11
2017 Q3	$176M	Hold	1,123,072	–	–	3.19%	11
2017 Q2	$164M	Hold	1,123,072	–	–	4.02%	10
2017 Q1	$147M	Buy	1,123,072 +1,110	+0.1%	+$138K	3.81%	10
2016 Q4	$121M	Sell	1,121,962 -1,056	-0.1%	-$126K	3.24%	11
2016 Q3	$142M	Sell	1,123,018 -196,460	-15%	-$23.6M	3.72%	11
2016 Q2	$142M	Buy	+1,319,478	New	+$142M	3.68%	11

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

Meritage Group's SPGI Position: Q1 2026 in Review

Meritage Group opened a new position in S&P Global (SPGI) in Q1 2026: 504,410 shares worth $215M. The stake represents 8.1% of the portfolio and ranks #7 among its holdings. This is a return to the name: Meritage Group previously reported a position in SPGI as recently as Q1 2020.

Meritage Group first reported a position in SPGI in Q2 2016 and has held it in 17 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Meritage Group held 504,410 shares of S&P Global worth $215M as of Q1 2026.
S&P Global was a new Meritage Group position in Q1 2026.
S&P Global made up 8.1% of Meritage Group's portfolio in Q1 2026, its #7 holding.
Meritage Group first reported a position in S&P Global in Q2 2016 and has held it in 17 quarters since.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Meritage Group's 13F filing for Q1 2026, filed 14 May 2026.