Avion Wealth’s Donegal Group Class A DGICA Stock Holding History

Avion Wealth’s Portfolio DGICA Stock Details DGICA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Hold	108	–	–	﹤0.01%	1005
2025 Q4	$2K	Hold	108	–	–	﹤0.01%	856
2025 Q3	$2K	Hold	108	–	–	﹤0.01%	839
2025 Q2	$2K	Hold	108	–	–	﹤0.01%	793
2025 Q1	$1K	Hold	108	–	–	﹤0.01%	839
2024 Q4	$1K	Hold	108	–	–	﹤0.01%	836
2024 Q3	$1K	Buy	108 +33	+44%	+$475	﹤0.01%	787
2024 Q2	$0	Buy	+75	New	+$996	﹤0.01%	989
2024 Q1	–	Sell	-35	Closed	–	–	1168
2023 Q4	$0	Buy	+35	New	+$499	﹤0.01%	1126

Other funds holding DGICA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Avion Wealth's DGICA Position: Q1 2026 in Review

Avion Wealth held its Donegal Group Class A (DGICA) position steady in Q1 2026 at 108 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Avion Wealth first reported a position in DGICA in Q4 2023 and has held it in 9 quarters since. The position peaked at $2K in Q4 2025. 156 funds tracked by Wall St. Rank hold DGICA as of Q1 2026.

Avion Wealth held 108 shares of Donegal Group Class A worth $1K as of Q1 2026.
Avion Wealth left its Donegal Group Class A share count unchanged in Q1 2026.
Donegal Group Class A made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1005 holding.
Avion Wealth first reported a position in Donegal Group Class A in Q4 2023 and has held it in 9 quarters since.
Avion Wealth's Donegal Group Class A position peaked at $2K in Q4 2025.
156 funds tracked by Wall St. Rank held Donegal Group Class A as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.