SEC 13F Intelligence

Birch Hill Investment Advisors LLC / SPGI

Birch Hill Investment Advisors LLC’s S&P Global Inc Position

Does Birch Hill Investment Advisors LLC own S&P Global Inc (SPGI)? Yes — 105.8K shares worth $45M (+2.02% of its 13F portfolio) as of Q1 2026, down from 106.2K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
105.8K
% of Portfolio
+2.02%
Quarters Held
26
currently held

Position History SPGI

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $7MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $8MQ4 ’23Q1 ’24: $40MQ2 ’24: $45MQ3 ’24: $52MQ4 ’24: $51MQ4 ’24Q1 ’25: $53MQ2 ’25: $55MQ3 ’25: $51MQ4 ’25: $56MQ4 ’25Q1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026105.8K$45M+2.02%
Q4 2025106.2K$56M+2.32%
Q3 2025105.5K$51M+2.17%
Q2 2025105.1K$55M+2.46%
Q1 2025103.9K$53M+2.50%
Q4 2024102.7K$51M+2.38%
Q3 2024100.7K$52M+2.44%
Q2 2024100.5K$45M+2.17%
Q1 202494.4K$40M+1.95%
Q4 202317.9K$8M+0.42%
Q3 202317.4K$6M+0.38%
Q2 202317.4K$7M+0.40%
Q1 202317.1K$6M+0.37%
Q4 202217.1K$6M+0.37%
Q3 202218.1K$6M+0.37%
Q2 202220.6K$7M+0.43%
Q1 202222.4K$9M+0.49%
Q4 202120.7K$10M+0.48%
Q3 202120.7K$9M+0.47%
Q2 202121.1K$9M+0.46%
Q1 202120.2K$7M+0.41%
Q4 202013.2K$4M+0.26%
Q3 20209.1K$3M+0.22%
Q2 20209.1K$3M+0.22%
Q1 20208.6K$2M+0.18%
Q4 20196.9K$2M+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Hill Investment Advisors LLC’s full portfolio or all institutional holders of SPGI.