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Sumitomo Life Insurance’s S&P Global SPGI Stock Holding History

Sumitomo Life Insurance’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 		$14.8M Buy
34,695
+3,746
+12% +$1.74M 0.35% 37
2025
Q4 		$16.2M Buy
30,949
+1,612
+5% +$798K 0.44% 32
2025
Q3 		$14.3M Buy
29,337
+633
+2% +$339K 0.44% 35
2025
Q2 		$15.1M Sell
28,704
-333
-1% -$166K 1.03% 17
2025
Q1 		$14.8M Buy
29,037
+2,199
+8% +$1.12M 0.53% 21
2024
Q4 		$13.4M Buy
26,838
+4,671
+21% +$2.37M 0.25% 31
2024
Q3 		$11.5M Buy
22,167
+1,936
+10% +$958K 0.22% 29
2024
Q2 		$8.51M Buy
20,231
+1,362
+7% +$584K 0.2% 38
2024
Q1 		$7.79M Buy
18,869
+4,413
+31% +$1.91M 0.2% 36
2023
Q4 		$6.37M Buy
14,456
+7,236
+100% +$2.86M 0.2% 35
2023
Q3 		$2.64M Buy
7,220
+192
+3% +$75.5K 0.07% 69
2023
Q2 		$2.82M Sell
7,028
-132
-2% -$48.2K 0.12% 63
2023
Q1 		$2.47M Sell
7,160
-43
-0.6% -$15.1K 0.21% 70
2022
Q4 		$2.41M Sell
7,203
-120
-2% -$39.6K 0.18% 67
2022
Q3 		$2.24M Sell
7,323
-276
-4% -$98.7K 0.09% 66
2022
Q2 		$2.56M Buy
7,599
+135
+2% +$48.1K 0.07% 71
2022
Q1 		$3.06M Sell
7,464
-106
-1% -$43.2K 0.08% 66
2021
Q4 		$3.57M Sell
7,570
-199
-3% -$91K 0.09% 62
2021
Q3 		$3.3M Sell
7,769
-295
-4% -$128K 0.09% 59
2021
Q2 		$3.31M Sell
8,064
-1,474
-15% -$566K 0.11% 59
2021
Q1 		$3.37M Sell
9,538
-347
-4% -$115K 0.14% 64
2020
Q4 		$3.25M Sell
9,885
-1,229
-11% -$415K 0.14% 72
2020
Q3 		$4.01M Sell
11,114
-1,056
-9% -$373K 0.19% 58
2020
Q2 		$4.01M Sell
12,170
-4,483
-27% -$1.35M 0.21% 48
2020
Q1 		$4.08M Buy
16,653
+683
+4% +$187K 0.29% 46
2019
Q4 		$4.36M Buy
15,970
+804
+5% +$209K 0.49% 50
2019
Q3 		$3.71M Sell
15,166
-1,942
-11% -$485K 0.48% 50
2019
Q2 		$3.9M Buy
17,108
+950
+6% +$208K 0.46% 55
2019
Q1 		$3.4M Sell
16,158
-1,655
-9% -$321K 0.46% 61
2018
Q4 		$3.03M Buy
17,813
+1,975
+12% +$354K 0.42% 70
2018
Q3 		$3.1M Sell
15,838
-270
-2% -$55.7K 0.37% 83
2018
Q2 		$3.28M Buy
16,108
+650
+4% +$128K 0.4% 71
2018
Q1 		$2.95M Sell
15,458
-671
-4% -$124K 0.39% 82
2017
Q4 		$2.73M Sell
16,129
-4,334
-21% -$708K 0.34% 92
2017
Q3 		$3.2M Sell
20,463
-370
-2% -$56.2K 0.41% 76
2017
Q2 		$3.04M Buy
20,833
+879
+4% +$122K 0.4% 77
2017
Q1 		$2.61M Sell
19,954
-1,239
-6% -$154K 0.37% 79
2016
Q4 		$2.28M Buy
21,193
+471
+2% +$56.3K 0.33% 91
2016
Q3 		$2.62M Buy
+20,722
New +$2.49M 0.39% 66

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sumitomo Life Insurance's SPGI Position: Q1 2026 in Review

Sumitomo Life Insurance increased its S&P Global (SPGI) stake by 12% in Q1 2026, buying an estimated $1.74M and bringing the position to 34,695 shares worth $14.8M. The position accounts for 0.35% of the portfolio, ranked #37.

Sumitomo Life Insurance first reported a position in SPGI in Q3 2016 and has held it in 39 quarters since. The position peaked at $16.2M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sumitomo Life Insurance held 34,695 shares of S&P Global worth $14.8M as of Q1 2026.
  • Sumitomo Life Insurance bought 3,746 S&P Global shares in Q1 2026, an estimated $1.74M.
  • S&P Global made up 0.35% of Sumitomo Life Insurance's portfolio in Q1 2026, its #37 holding.
  • Sumitomo Life Insurance first reported a position in S&P Global in Q3 2016 and has held it in 39 quarters since.
  • Sumitomo Life Insurance's S&P Global position peaked at $16.2M in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.