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Berman Capital Advisors’s Donegal Group Class A DGICA Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$32K Buy
2,224
+769
+53% +$11.6K 0.01% 841
2021
Q2 		$21K Buy
+1,455
New +$22.3K ﹤0.01% 881

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's DGICA Position: Q3 2021 in Review

Berman Capital Advisors increased its Donegal Group Class A (DGICA) stake by 53% in Q3 2021, buying an estimated $11.6K and bringing the position to 2,224 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #841.

Berman Capital Advisors first reported a position in DGICA in Q2 2021 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold DGICA as of Q3 2021.

  • Berman Capital Advisors held 2,224 shares of Donegal Group Class A worth $32K as of Q3 2021.
  • Berman Capital Advisors bought 769 Donegal Group Class A shares in Q3 2021, an estimated $11.6K.
  • Donegal Group Class A made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #841 holding.
  • Berman Capital Advisors first reported a position in Donegal Group Class A in Q2 2021 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Donegal Group Class A as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.