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 Q2	$207M	Buy	507,635 +3,225	+0.6%	+$1.36M	7.97%	6
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 $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

Meritage Group's SPGI Position: Q2 2026 in Review

Meritage Group increased its S&P Global (SPGI) stake by 0.64% in Q2 2026, buying an estimated $1.36M and bringing the position to 507,635 shares worth $207M. The position accounts for 7.97% of the portfolio, ranked #6.

Meritage Group first reported a position in SPGI in Q2 2016 and has held it in 18 quarters since. The position peaked at $215M in Q1 2026. 2,017 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Meritage Group held 507,635 shares of S&P Global worth $207M as of Q2 2026.
Meritage Group bought 3,225 S&P Global shares in Q2 2026, an estimated $1.36M.
S&P Global made up 7.97% of Meritage Group's portfolio in Q2 2026, its #6 holding.
Meritage Group first reported a position in S&P Global in Q2 2016 and has held it in 18 quarters since.
Meritage Group's S&P Global position peaked at $215M in Q1 2026.
2,017 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Meritage Group's 13F filing for Q2 2026, filed 13 Aug 2026.