Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,967,577
-$640,027 QoQ
Shares Held
21,858
+2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
6.14%
of 13F equity value
Holder Rank
#521
of 1,991 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Berkeley, Inc holds $10,339,393 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
21,858 | $7,967,577 | |
| 2 | MORN |
Morningstar, Inc.
|
15,202 | $2,371,816 |
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,967,577 | 20,679 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,607,604 | 20,237 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,059,334 | 19,249 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,204,957 | 16,858 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,946,788 | 15,071 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,520,057 | 8,896 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||