AssuredPartners Investment Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 2055492 Tampa, FL

Back to SPGI Full portfolio

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$584,418

+$90,173 QoQ

Shares Held

1,517

+23.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,220

of 1,991 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

AssuredPartners Investment Advisors, LLC holds $3,255,012 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	10,843	$2,394,459
2	SPGI	S&P Global Inc. This page	1,517	$584,418
3	ICE	Intercontinental Exchange, Inc.	2,243	$276,135

All Filings in SPGI

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,418	1,435	+23.5%	Shares	Sole	2026-08-10
2026-03-31	$494,245	1,162	-31.3%	Shares	Sole	2026-04-13
2025-12-31	$883,699	1,691	+94.8%	Shares	Sole	2026-02-03
2025-09-30	$422,464	868	+86.3%	Shares	Sole	2025-10-06
2025-06-30	$245,717	466	-68.5%	Shares	Sole	2025-07-29
2025-03-31	$751,479	1,479	-2.0%	Shares	Sole	2025-04-23
2024-12-31	$751,527	1,509	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.