Generate Investment Management »

S&p Global shares owned by Generate Investment Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Generate Investment Management from 13F filings

Historical chart of Generate Investment Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Generate Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global by Generate Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $18M 35k 522.59
2025-09-30 $9.7M 20k 486.71
2025-06-30 $4.4M 8.4k 527.29
2024-12-31 $12M 24k 498.03
2024-03-31 $4.6M 11k 425.45
2023-12-31 $5.8M 13k 440.52