California State Teachers Retirement System (CalSTRS)
HGTY icon

California State Teachers Retirement System (CalSTRS)’s Hagerty HGTY Stock Holding History

California State Teachers Retirement System (CalSTRS)’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$652K Buy
54,662
+21,256
+64% +$227K ﹤0.01% 2099
2026
Q1 		$352K Hold
33,406
– – ﹤0.01% 2140
2025
Q4 		$449K Hold
33,406
– – ﹤0.01% 2135
2025
Q3 		$402K Buy
33,406
+10,214
+44% +$113K ﹤0.01% 2160
2025
Q2 		$234K Hold
23,192
– – ﹤0.01% 2240
2025
Q1 		$210K Hold
23,192
– – ﹤0.01% 2299
2024
Q4 		$224K Buy
23,192
+751
+3% +$8.17K ﹤0.01% 2335
2024
Q3 		$228K Sell
22,441
-419
-2% -$4.64K ﹤0.01% 2360
2024
Q2 		$238K Buy
22,860
+74
+0.3% +$687 ﹤0.01% 2356
2024
Q1 		$208K Buy
22,786
+376
+2% +$3.15K ﹤0.01% 2418
2023
Q4 		$175K Buy
22,410
+6
+0% +$49 ﹤0.01% 2464
2023
Q3 		$183K Buy
22,404
+446
+2% +$3.91K ﹤0.01% 2522
2023
Q2 		$206K Buy
21,958
+71
+0.3% +$655 ﹤0.01% 2546
2023
Q1 		$191K Buy
21,887
+413
+2% +$3.77K ﹤0.01% 2580
2022
Q4 		$181K Buy
21,474
+190
+0.9% +$1.65K ﹤0.01% 2639
2022
Q3 		$191K Buy
21,284
+129
+0.6% +$1.46K ﹤0.01% 2643
2022
Q2 		$243K Buy
+21,155
New +$214K ﹤0.01% 2630

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS)'s HGTY Position: Q2 2026 in Review

California State Teachers Retirement System (CalSTRS) increased its Hagerty (HGTY) stake by 64% in Q2 2026, buying an estimated $227K and bringing the position to 54,662 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

California State Teachers Retirement System (CalSTRS) first reported a position in HGTY in Q2 2022 and has held it in 17 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • California State Teachers Retirement System (CalSTRS) held 54,662 shares of Hagerty worth $652K as of Q2 2026.
  • California State Teachers Retirement System (CalSTRS) bought 21,256 Hagerty shares in Q2 2026, an estimated $227K.
  • Hagerty made up ﹤0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q2 2026, its #2099 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Hagerty in Q2 2022 and has held it in 17 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q2 2026, filed 24 Aug 2026.