SPGI S&P GLOBAL INC

Ownership history in TRB Advisors LP  ·  12 quarters on record

This page tracks every 13F SEC filing in which TRB Advisors LP reported a position in S&P GLOBAL INC (SPGI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.38% (2021 Q3)
Avg. % of fund
3.38%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,000 -5,000 -14.3% 3.67% $15.7M $521.38
2024 Q1 ADDED 35,000 +15,000 +75.0% 3.22% $14.9M $418.96
2023 Q1 REDUCED 20,000 -15,000 -42.9% 3.22% $6.9M $336.43
2021 Q4 UNCHANGED 35,000 0% 5.31% $16.5M $455.20
2021 Q3 UNCHANGED 35,000 0% 5.38% $14.9M $409.14
2021 Q2 ADDED 35,000 +5,000 +16.7% 3.26% $14.4M $394.54
2020 Q4 ADDED 30,000 +10,000 +50.0% 4.42% $9.9M $314.62
2020 Q3 REDUCED 20,000 -5,000 -20.0% 2.85% $7.2M $344.43
2020 Q2 REDUCED 25,000 -10,500 -29.6% 4.07% $8.2M $314.12
2019 Q1 ADDED 35,500 +25,500 +255.0% 2.24% $7.5M $198.44
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPGI price (monthly, adj. close)
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