SPGI S & P GLOBAL

Ownership history in BOWEN HANES & CO INC  ·  39 quarters on record

AI Ownership Summary

BOWEN HANES & CO INC reported S & P GLOBAL (SPGI) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.21% in 2025 Q1. The latest visible filing shows SPGI at 2.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOWEN HANES & CO INC's position in S & P GLOBAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPGI was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BOWEN HANES & CO INC held SPGI — position size vs. price
% of Fund (quarterly)    SPGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 153,972 -60 -0.0% 2.02% $80.5M 2026-02-14 (Est.) $408.59
2025 Q3 REDUCED 154,032 -2,565 -1.6% 1.88% $75.0M 2025-11-10 $491.73
2025 Q2 ADDED 156,597 +275 +0.2% 2.08% $82.6M 2025-08-12 $555.70
2025 Q1 REDUCED 156,322 -537 -0.3% 2.21% $79.4M 2025-05-14 $507.92
2024 Q4 REDUCED 156,859 -1,165 -0.7% 2.09% $78.1M 2025-02-10 $510.33
2024 Q3 REDUCED 158,024 -3,209 -2.0% 2.14% $81.6M 2024-11-12 $497.74
2024 Q2 REDUCED 161,233 -3,934 -2.4% 1.99% $71.9M 2024-08-12 $478.09
2024 Q1 REDUCED 165,167 -310 -0.2% 2.01% $70.3M 2024-05-13 $421.48
2023 Q4 ADDED 165,477 +615 +0.4% 2.20% $72.9M 2024-02-12 $422.10
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BOWEN HANES & CO INC and SPGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOWEN HANES & CO INC reported owning SPGI?

BOWEN HANES & CO INC reported SPGI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPGI position in BOWEN HANES & CO INC's portfolio?

The largest reported portfolio weight for SPGI was 2.21% in 2025 Q1.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2025 Q4, when BOWEN HANES & CO INC reported 153,972 shares, equal to 2.02% of portfolio, with an estimated market value of $80.5M.

What does the chart on this SPGI ownership page compare?

The chart compares BOWEN HANES & CO INC's quarterly SPGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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