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Bailard’s Donegal Group Class A DGICA Stock Holding History

Bailard’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
2022
Q3 		– Sell
-10,600
Closed -$181K – 688
2022
Q2 		$181K Buy
+10,600
New +$159K 0.01% 618
2018
Q1 		– Sell
-19,300
Closed -$334K – 483
2017
Q4 		$334K Buy
+19,300
New +$329K 0.02% 360

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Bailard's DGICA Position: Q3 2022 in Review

Bailard sold out of Donegal Group Class A (DGICA) in Q3 2022, closing a stake of 10,600 shares — an estimated $181K sold.

Bailard first reported a position in DGICA in Q4 2017 and held it in 2 quarters. The position peaked at $334K in Q4 2017. 92 funds tracked by Wall St. Rank hold DGICA as of Q3 2022.

  • Bailard reported no remaining Donegal Group Class A position as of Q3 2022 after selling out during the quarter.
  • Bailard sold 10,600 Donegal Group Class A shares in Q3 2022, an estimated $181K.
  • Bailard first reported a position in Donegal Group Class A in Q4 2017 and held it in 2 quarters.
  • Bailard's Donegal Group Class A position peaked at $334K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held Donegal Group Class A as of Q3 2022.

Based on Bailard's 13F filing for Q3 2022, filed 18 Oct 2022.