MARTINGALE ASSET MANAGEMENT L P

Position in CWT — California Water Service Group

CIK 936944 BOSTON, MA

Position in CWT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,578,306

+$863,853 QoQ

Shares Held

114,662

+10.3% QoQ

Ownership

0.185%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#52

of 343 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Utilities · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $13,932,287 across 5 Utilities - Regulated Water names. CWT ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CWT	California Water Service Group This page	114,662	$5,578,306
2	AWR	American States Water Co	66,475	$5,492,829
3	HTO	H2o America	22,318	$1,356,264
4	CWCO	Consolidated Water Co. Ltd.	30,726	$906,417
5	YORW	York Water Co	19,526	$598,471

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,578,306	114,662	+10.3%	Shares	Sole	2026-08-13
2026-03-31	$4,714,453	103,980	+27.7%	Shares	Sole	2026-05-13
2025-12-31	$3,529,097	81,447	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$3,790,376	82,597	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$3,732,906	82,078	-1.0%	Shares	Sole	2025-08-11
2025-03-31	$4,019,514	82,945	+8.0%	Shares	Sole	2025-05-14
2024-12-31	$3,481,297	76,799	+13.4%	Shares	Sole	2025-02-13
2024-09-30	$3,671,289	67,711	+22.7%	Shares	Sole	2024-11-14
2024-06-30	$2,675,532	55,177	+47.7%	Shares	Sole	2024-08-12
2024-03-31	$1,736,073	37,351	+0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,937,240	37,348	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$1,777,483	37,571	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$1,914,285	37,077	-4.2%	Shares	Sole	2023-08-11
2023-03-31	$2,251,874	38,692	+3.8%	Shares	Sole	2023-05-12
2022-12-31	$2,261,386	37,292	+0.8%	Shares	Sole	2023-02-13
2022-09-30	$1,950,214	37,013	-3.2%	Shares	Sole	2022-11-14
2022-06-30	$2,124,342	38,242	+2.1%	Shares	Sole	2022-08-11
2022-03-31	$2,221,221	37,470	+3.2%	Shares	Sole	2022-05-12
2021-12-31	$2,609,883	36,319	+6.0%	Shares	Sole	2022-02-11
2021-09-30	$2,019,353	34,267	+137.8%	Shares	Sole	2021-11-12
2021-06-30	$800,498	14,413	-1.4%	Shares	Sole	2021-08-13
2021-03-31	$823,296	14,613	-2.7%	Shares	Sole	2021-05-13
2020-12-31	$811,152	15,013	-70.6%	Shares	Sole	2021-02-10
2020-09-30	$2,216,297	51,008	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.