Valmark Advisers, Inc.

Position in SPGI — S&P Global Inc.

CIK 1380443 AKRON, OH

Position in SPGI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$210,553

+$3,838 QoQ

Shares Held

546

+6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,643

of 2,001 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Valmark Advisers, Inc. holds $1,755,895 across 6 Financial Data & Stock Exchanges names. SPGI ranks #6 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	1,783	$410,232
2	CME	Cme Group Inc.	1,486	$328,153
3	ICE	Intercontinental Exchange, Inc.	2,578	$317,377
4	VALU	Value Line Inc	6,500	$263,120
5	MCO	Moodys Corp /De/	500	$226,460
6	SPGI	S&P Global Inc. This page	546	$210,553

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,553	517	+6.4%	Shares	Sole	2026-08-06
2026-03-31	$206,715	486	+11.0%	Shares	Sole	2026-05-01
2025-12-31	$228,894	438	-29.1%	Shares	Sole	2026-01-26
2025-09-30	$300,786	618	+2.7%	Shares	Sole	2025-10-24
2025-06-30	$317,428	602	+6.9%	Shares	Sole	2025-07-23
2025-03-31	$286,060	563	-12.3%	Shares	Sole	2025-04-23
2024-12-31	$319,735	642	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.