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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
Q2 		$2K Hold
108
– – ﹤0.01% 1040
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Avion Wealth's DGICA Position: Q2 2026 in Review

Avion Wealth held its Donegal Group Class A (DGICA) position steady in Q2 2026 at 108 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Avion Wealth first reported a position in DGICA in Q4 2023 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

  • Avion Wealth held 108 shares of Donegal Group Class A worth $2K as of Q2 2026.
  • Avion Wealth left its Donegal Group Class A share count unchanged in Q2 2026.
  • Donegal Group Class A made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1040 holding.
  • Avion Wealth first reported a position in Donegal Group Class A in Q4 2023 and has held it in 10 quarters since.
  • 154 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.