YHB Investment Advisors, Inc.

Position in SPGI — S&P Global Inc.

CIK 1469219 West Hartford, CT

Position in SPGI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,217,156

+$682,929 QoQ

Shares Held

3,339

+151.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#981

of 1,991 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $3,191,473 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	7,266	$1,604,550
2	SPGI	S&P Global Inc. This page	3,339	$1,217,156
3	MORN	Morningstar, Inc.	2,370	$369,767

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,217,156	3,159	+151.5%	Shares	Sole	2026-07-14
2026-03-31	$534,227	1,256	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.