Wallace Weitz's SPGI Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 7.1K shares of S&P Global Inc. (SPGI) worth $3.48 M, representing 0.19% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 5.5K shares. Largest reduction occurred in Q1 2025, reducing 40.0K shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +68,500 | New Buy | 68,500 | $245.05 |
| Q4 2021 | +299 | Add 0.44% | 68,799 | $471.93 |
| Q1 2022 | +5,501 | Add 8.00% | 74,300 | $410.17 |
| Q2 2022 | +4,575 | Add 6.16% | 78,875 | $337.06 |
| Q3 2022 | -5,000 | Reduce 6.34% | 73,875 | $305.35 |
| Q3 2023 | -2,500 | Reduce 3.38% | 71,375 | $365.41 |
| Q1 2024 | -2,500 | Reduce 3.50% | 68,875 | $425.45 |
| Q3 2024 | -14,650 | Reduce 21.27% | 54,225 | $516.62 |
| Q4 2024 | -7,085 | Reduce 13.07% | 47,140 | $498.03 |
| Q1 2025 | -40,000 | Reduce 84.85% | 7,140 | $508.10 |
Wallace Weitz's S&P Global Investment FAQs
Wallace Weitz first purchased S&P Global Inc. (SPGI) in Q1 2020, acquiring 68,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held S&P Global Inc. (SPGI) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to S&P Global Inc. (SPGI) was in Q1 2020, adding 68,500 shares worth $16.79 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 7,140 shares of S&P Global Inc. (SPGI), valued at approximately $3.48 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, S&P Global Inc. (SPGI) represents approximately 0.19% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's peak holding in S&P Global Inc. (SPGI) was 78,875 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.