Select Equity Group’s S&P Global SPGI Stock Holding History

Select Equity 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	$44.9M	Buy	105,562 +30,616	+41%	+$14.2M	0.23%	74
2025 Q4	$39.2M	Buy	74,946 +25,073	+50%	+$12.4M	0.17%	87
2025 Q3	$24.3M	Sell	49,873 -1,613	-3%	-$864K	0.1%	102
2025 Q2	$27.1M	Sell	51,486 -25,793	-33%	-$12.9M	0.11%	88
2025 Q1	$39.3M	Sell	77,279 -20,295	-21%	-$10.4M	0.17%	78
2024 Q4	$48.6M	Sell	97,574 -26,531	-21%	-$13.5M	0.19%	77
2024 Q3	$64.1M	Sell	124,105 -113,395	-48%	-$56.1M	0.23%	74
2024 Q2	$106M	Buy	237,500 +71,920	+43%	+$30.9M	0.42%	51
2024 Q1	$70.4M	Sell	165,580 -124,296	-43%	-$53.9M	0.25%	70
2023 Q4	$128M	Buy	289,876 +208,900	+258%	+$82.4M	0.45%	55
2023 Q3	$29.6M	Sell	80,976 -17,553	-18%	-$6.9M	0.12%	91
2023 Q2	$39.5M	Sell	98,529 -53,843	-35%	-$19.7M	0.15%	89
2023 Q1	$52.5M	Sell	152,372 -298,878	-66%	-$105M	0.19%	80
2022 Q4	$151M	Buy	451,250 +142,334	+46%	+$46.9M	0.57%	46
2022 Q3	$94.3M	Sell	308,916 -160,331	-34%	-$57.4M	0.33%	57
2022 Q2	$158M	Buy	469,247 +310,540	+196%	+$111M	0.51%	53
2022 Q1	$65.1M	Buy	158,707 +155,755	+5,276%	+$63.4M	0.21%	75
2021 Q4	$1.39M	Hold	2,952	–	–	﹤0.01%	136
2021 Q3	$1.25M	Sell	2,952 -9,145	-76%	-$3.96M	﹤0.01%	132
2021 Q2	$4.97M	Sell	12,097 -17,969	-60%	-$6.91M	0.02%	111
2021 Q1	$10.6M	Buy	+30,066	New	+$10M	0.04%	109
2016 Q4	–	Sell	-228,996	Closed	-$29M	–	96
2016 Q3	$29M	Sell	228,996 -1,679	-0.7%	-$202K	0.25%	67
2016 Q2	$24.7M	Buy	+230,675	New	+$24.8M	0.22%	74

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

Select Equity Group's SPGI Position: Q1 2026 in Review

Select Equity Group increased its S&P Global (SPGI) stake by 41% in Q1 2026, buying an estimated $14.2M and bringing the position to 105,562 shares worth $44.9M. The position accounts for 0.23% of the portfolio, ranked #74.

Select Equity Group first reported a position in SPGI in Q2 2016 and has held it in 23 quarters since. The position peaked at $158M in Q2 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Select Equity Group held 105,562 shares of S&P Global worth $44.9M as of Q1 2026.
Select Equity Group bought 30,616 S&P Global shares in Q1 2026, an estimated $14.2M.
S&P Global made up 0.23% of Select Equity Group's portfolio in Q1 2026, its #74 holding.
Select Equity Group first reported a position in S&P Global in Q2 2016 and has held it in 23 quarters since.
Select Equity Group's S&P Global position peaked at $158M in Q2 2022.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.