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
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 $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS)'s HGTY Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) held its Hagerty (HGTY) position steady in Q1 2026 at 33,406 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

California State Teachers Retirement System (CalSTRS) first reported a position in HGTY in Q2 2022 and has held it in 16 quarters since. The position peaked at $449K in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • California State Teachers Retirement System (CalSTRS) held 33,406 shares of Hagerty worth $352K as of Q1 2026.
  • California State Teachers Retirement System (CalSTRS) left its Hagerty share count unchanged in Q1 2026.
  • Hagerty made up ﹤0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #2140 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Hagerty in Q2 2022 and has held it in 16 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s Hagerty position peaked at $449K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.