David Rolfe's SPGI Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 33,764 shares of S&P Global Inc. (SPGI) worth $17.64 M, representing 3.30% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 10,731 shares. Largest reduction occurred in Q1 2020, reducing 30,054 shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -960 | Reduce 2.76% | 33,764 | $522.58 |
| Q3 2025 | +1,242 | Add 3.71% | 34,724 | $486.72 |
| Q2 2025 | -609 | Reduce 1.79% | 33,482 | $563.02 |
| Q1 2025 | +10,731 | Add 45.94% | 34,091 | $511.94 |
| Q4 2024 | -1,022 | Reduce 4.19% | 23,360 | $498.03 |
| Q3 2024 | -262 | Reduce 1.06% | 24,382 | $510.29 |
| Q2 2024 | -507 | Reduce 2.02% | 24,644 | $484.47 |
| Q1 2024 | -454 | Reduce 1.77% | 25,151 | $435.71 |
| Q4 2023 | -642 | Reduce 2.45% | 25,605 | $422.48 |
| Q3 2023 | -10,733 | Reduce 29.02% | 26,247 | $365.41 |
| Q2 2023 | -1,734 | Reduce 4.48% | 36,980 | $400.87 |
| Q1 2023 | -320 | Reduce 0.82% | 38,714 | $0.34 |
| Q4 2022 | -263 | Reduce 0.67% | 39,034 | $0.33 |
| Q3 2022 | -1,042 | Reduce 2.58% | 39,297 | $305.32 |
| Q2 2022 | -452 | Reduce 1.11% | 40,339 | $337.04 |
| Q1 2022 | +10 | Add 0.02% | 40,791 | $410.16 |
| Q4 2021 | -335 | Reduce 0.81% | 40,781 | $471.91 |
| Q3 2021 | -439 | Reduce 1.06% | 41,116 | $424.87 |
| Q2 2021 | -2,243 | Reduce 5.12% | 41,555 | $410.42 |
| Q1 2021 | -3,008 | Reduce 6.43% | 43,798 | $352.85 |
| Q4 2020 | -2,679 | Reduce 5.41% | 46,806 | $328.70 |
| Q3 2020 | -2,534 | Reduce 4.87% | 49,485 | $360.57 |
| Q2 2020 | -3,949 | Reduce 7.06% | 52,019 | $329.46 |
| Q1 2020 | -30,054 | Reduce 34.94% | 55,968 | $245.03 |
| Q4 2019 | +86,022 | New Buy | 86,022 | $273.02 |
David Rolfe's S&P Global Investment FAQs
David Rolfe first purchased S&P Global Inc. (SPGI) in Q4 2019, acquiring 86,022 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held S&P Global Inc. (SPGI) for 25 quarters since Q4 2019.
David Rolfe's largest addition to S&P Global Inc. (SPGI) was in Q4 2019, adding 86,022 shares worth $23.49 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 33,764 shares of S&P Global Inc. (SPGI), valued at approximately $17.64 M.
As of the Q4 2025 filing, S&P Global Inc. (SPGI) represents approximately 3.30% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in S&P Global Inc. (SPGI) was 86,022 shares, as reported at the end of Q4 2019.