SPGI
S&P Global Inc
S&P Global Inc historical holders
total: 21
Meritage Group S&P Global Inc transactions over time
- Total transactions:
- 16
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 10
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
Nathaniel Simons has been an institutional investor in S&P Global Inc (SPGI) since 2016 Q2. According to 2026 Q1 report, Nathaniel Simons holds 504,410 shares with a market value of roughly $214.55M representing 8.10% of their equity portfolio. The fund/company first acquired SPGI in 2016 Q2, initially purchasing about 1.32M shares. Nathaniel Simons later completely sold out the position and reinvested in SPGI again in 2026 Q1. Since the initial investment, Meritage Group has made 15 more transactions in this position.
Does Nathaniel Simons still hold SPGI?
Yes, Nathaniel Simons continues to hold S&P Global Inc (SPGI). According to their 2026 Q1 report, they maintain a position of 504,410 shares valued at approximately $214.55M, representing 8.10% of their equity portfolio.
When did Nathaniel Simons first invest in SPGI?
Nathaniel Simons first invested in S&P Global Inc (SPGI) in 2016 Q2 at the reported quarter-end price of $107.26 per share, acquiring 1,319,478 shares in their initial purchase.
What is Nathaniel Simons's average cost basis for SPGI?
Based on historical transaction data, Nathaniel Simons's estimated cost basis for S&P Global Inc (SPGI) is approximately $425.34 per share. This represents their average reported price* across all buy transactions.
Has Nathaniel Simons reinvested in SPGI after selling?
Yes, Nathaniel Simons has shown renewed interest in S&P Global Inc (SPGI). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $425.34
SPGI transactions history by Meritage Group
16 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
8.10%
|
504,410
|
$425.34
|
$214,545,749
|
new
|
+8.1%
|
|
2020 Q2
|
0.00%
|
$245.05
|
-100% (-182,843)
|
|||
|
2020 Q1
|
1.22%
|
$245.05
|
-60.66% (-281,901)
|
|||
|
2019 Q4
|
2.59%
|
$273.05
|
-0.41% (-1,927)
|
|||
|
2019 Q3
|
2.48%
|
$244.98
|
-42.54% (-345,441)
|
|||
|
2019 Q2
|
3.82%
|
$227.79
|
-13.23% (-123,844)
|
|||
|
2019 Q1
|
4.21%
|
$210.55
|
-6.16% (-61,395)
|
|||
|
2018 Q4
|
4.29%
|
$169.94
|
+18.00% (+152,141)
|
|||
|
2018 Q3
|
3.41%
|
$195.39
|
-8.96% (-83,150)
|
|||
|
2018 Q2
|
3.94%
|
$203.89
|
-7.26% (-72,623)
|
|||
|
2018 Q1
|
4.54%
|
$191.06
|
-11.77% (-133,558)
|
|||
|
2017 Q4
|
4.50%
|
$169.40
|
+1.02% (+11,469)
|
|||
|
2017 Q1
|
5.19%
|
$130.74
|
+0.10% (+1,110)
|
|||
|
2016 Q4
|
4.40%
|
$107.54
|
-0.09% (-1,056)
|
|||
|
2016 Q3
|
4.54%
|
$126.56
|
-14.89% (-196,460)
|
|||
|
2016 Q2
|
4.56%
|
$107.26
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.