SPGI S&P GLOBAL INC COM

Ownership history in O'Brien Greene & Co. Inc  ·  29 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported S&P GLOBAL INC COM (SPGI) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.91% in 2025 Q1. The latest visible filing shows SPGI at 2.55% 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 O'Brien Greene & Co. Inc's position in S&P GLOBAL INC COM, 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 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.91% 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 Q3 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 O'Brien Greene & Co. Inc held SPGI — position size vs. price
% of Fund (quarterly)    SPGI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 16,439 +244 +1.5% 2.55% $8.6M 2026-02-14 (Est.) $408.59
2025 Q3 REDUCED 16,195 -399 -2.4% 2.42% $7.9M 2025-11-10 $491.73
2025 Q2 REDUCED 16,594 -499 -2.9% 2.86% $8.7M 2025-08-06 $559.18
2025 Q1 REDUCED 17,093 -609 -3.4% 2.91% $8.7M 2025-05-12 $514.29
2024 Q4 ADDED 17,702 +10 +0.1% 2.86% $8.8M 2025-02-03 $513.38
2024 Q3 REDUCED 17,692 -1,457 -7.6% 2.85% $9.1M 2024-11-15 $497.57
2024 Q2 ADDED 19,149 +1,037 +5.7% 2.70% $8.5M 2024-08-12 $478.09
2024 Q1 ADDED 18,112 +114 +0.6% 2.53% $7.7M 2024-05-02 $410.60
2023 Q4 REDUCED 17,998 -284 -1.6% 2.79% $7.9M 2024-02-02 $446.20
2023 Q3 REDUCED 18,282 -39,894 -68.6% 2.44% $6.7M 2023-11-08 $378.87
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'Brien Greene & 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 O'Brien Greene & Co. Inc reported owning SPGI?

O'Brien Greene & Co. Inc reported SPGI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPGI position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for SPGI was 2.91% in 2025 Q1.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2025 Q4, when O'Brien Greene & Co. Inc reported 16,439 shares, equal to 2.55% of portfolio, with an estimated market value of $8.6M.

What does the chart on this SPGI ownership page compare?

The chart compares O'Brien Greene & 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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