Caldwell Sutter Capital’s Donegal Group Class A DGICA Stock Holding History

Caldwell Sutter Capital’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	$4.27M	Buy	226,439 +14,136	+7%	+$245K	1.61%	10
2026 Q1	$3.65M	Hold	212,303	–	–	1.48%	10
2025 Q4	$4.24M	Sell	212,303 -11,050	-5%	-$217K	1.8%	7
2025 Q3	$4.33M	Sell	223,353 -2,675	-1%	-$48.9K	1.85%	6
2025 Q2	$4.53M	Sell	226,028 -6,883	-3%	-$133K	2.07%	5
2025 Q1	$4.57M	Sell	232,911 -3,100	-1%	-$50.4K	2.17%	4
2024 Q4	$3.65M	Sell	236,011 -250	-0.1%	-$3.89K	1.7%	6
2024 Q3	$3.48M	Buy	236,261 +3,080	+1%	+$44.4K	1.62%	7
2024 Q2	$3M	Buy	233,181 +5,461	+2%	+$72.5K	1.49%	9
2024 Q1	$3.22M	Buy	227,720 +8,050	+4%	+$114K	1.55%	8
2023 Q4	$3.07M	Hold	219,670	–	–	1.56%	7
2023 Q3	$3.13M	Buy	219,670 +9,500	+5%	+$139K	1.73%	8
2023 Q2	$3.03M	Sell	210,170 -4,614	-2%	-$68.2K	1.59%	10
2023 Q1	$3.28M	Buy	214,784 +6,000	+3%	+$90.3K	2.39%	6
2022 Q4	$2.96M	Buy	+208,784	New	+$3.04M	2.61%	6

Other funds holding DGICA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Caldwell Sutter Capital's DGICA Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Donegal Group Class A (DGICA) stake by 6.7% in Q2 2026, buying an estimated $245K and bringing the position to 226,439 shares worth $4.27M. The position accounts for 1.61% of the portfolio, ranked #10.

Caldwell Sutter Capital first reported a position in DGICA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.57M in Q1 2025. 153 funds tracked by Wall St. Rank hold DGICA as of Q2 2026.

Caldwell Sutter Capital held 226,439 shares of Donegal Group Class A worth $4.27M as of Q2 2026.
Caldwell Sutter Capital bought 14,136 Donegal Group Class A shares in Q2 2026, an estimated $245K.
Donegal Group Class A made up 1.61% of Caldwell Sutter Capital's portfolio in Q2 2026, its #10 holding.
Caldwell Sutter Capital first reported a position in Donegal Group Class A in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Donegal Group Class A position peaked at $4.57M in Q1 2025.
153 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.