SEC 13F Intelligence

Davis-Rea Ltd. / SPGI

Davis-Rea Ltd.’s S&P Global Inc Position

Does Davis-Rea Ltd. own S&P Global Inc (SPGI)? Yes9.9K shares worth $4M (+1.10% of its 13F portfolio) as of Q1 2026, up from 9.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
9.9K
% of Portfolio
+1.10%
Quarters Held
5
currently held

Position History SPGI

Reported value by quarter
Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.9K$4M+1.10%
Q4 20259.0K$5M+1.17%
Q3 20258.9K$4M+1.05%
Q2 20259.3K$5M+1.21%
Q1 20259.3K$5M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis-Rea Ltd.’s full portfolio or all institutional holders of SPGI.