Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,764,898
-$816,038 QoQ
Shares Held
7,585
-14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#777
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $19,369,588 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (14.3% of the industry book) .
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,764,898 | 7,176 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $3,580,936 | 8,419 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $6,437,785 | 12,319 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $5,742,691 | 11,799 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,198,821 | 11,756 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,997,612 | 11,804 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,886,714 | 11,820 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,124,530 | 11,855 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,162,003 | 11,574 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,779,930 | 11,235 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,840,433 | 10,988 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,916,829 | 10,719 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,261,059 | 10,629 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,583,539 | 10,394 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,992,354 | 8,934 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,544,175 | 8,332 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,780,744 | 8,250 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,410,646 | 8,315 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,379,510 | 9,280 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $3,930,232 | 9,250 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $3,322,592 | 8,095 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $2,909,413 | 8,245 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $2,629,839 | 8,000 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $2,911,844 | 8,075 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,791,025 | 8,471 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,000,833 | 8,165 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||