Welch & Forbes LLC

Position in SPGI — S&P Global Inc.

CIK 105495 Boston, MA

Position in SPGI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,797,238

-$65,325 QoQ

Shares Held

4,665

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#884

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $25,138,038 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	51,007	$23,102,090
2	SPGI	S&P Global Inc. This page	4,665	$1,797,238
3	ICE	Intercontinental Exchange, Inc.	1,939	$238,710

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,797,238	4,413	+0.8%	Shares	Sole	2026-07-30
2026-03-31	$1,862,563	4,379	-1.1%	Shares	Sole	2026-05-01
2025-12-31	$2,314,551	4,429	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$2,158,072	4,434	+297.0%	Shares	Sole	2025-11-04
2025-06-30	$588,982	1,117	-1.1%	Shares	Sole	2025-08-05
2025-03-31	$573,644	1,129	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$572,236	1,149	+2.9%	Shares	Sole	2025-02-07
2024-09-30	$577,064	1,117	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$495,951	1,112	+14.9%	Shares	Sole	2024-08-02
2024-03-31	$411,835	968	-9.5%	Shares	Sole	2024-05-03
2023-12-31	$471,356	1,070	-20.3%	Shares	Sole	2024-02-06
2023-09-30	$490,380	1,342	-1.4%	Shares	Sole	2023-11-03
2023-06-30	$545,611	1,361	+0.9%	Shares	Sole	2023-07-28
2023-03-31	$465,094	1,349	-6.8%	Shares	Sole	2023-04-14
2022-12-31	$484,658	1,447	-11.6%	Shares	Sole	2023-02-02
2022-09-30	$499,857	1,637	-5.8%	Shares	Sole	2022-10-31
2022-06-30	$585,473	1,737	-53.8%	Shares	Sole	2022-07-22
2022-03-31	$1,543,096	3,762	+17.7%	Shares	Sole	2022-04-25
2021-12-31	$1,508,760	3,197	-5.2%	Shares	Sole	2022-01-19
2021-09-30	$1,433,153	3,373	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,384,447	3,373	+3.1%	Shares	Sole	2021-07-22
2021-03-31	$1,154,943	3,273	-18.6%	Shares	Sole	2021-04-14
2020-12-31	$1,322,480	4,023	+1.2%	Shares	Sole	2021-01-20
2020-09-30	$1,433,745	3,976	+1.9%	Shares	Sole	2020-10-23
2020-06-30	$1,284,972	3,900	-2.5%	Shares	Sole	2020-07-15
2020-03-31	$980,200	4,000	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.